WEBVTT

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Breaking free from the chains of the past Where

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truth moves faster than a Holstein calf No law

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waiting on some printed page We're charting new

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ground in the digital age From genomic codes

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to robot facts We cut through the noise, no hold

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them back not your daddy's dairy news tonight

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we're sparking Welcome back to the Bullvine Podcast.

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If you are tuning in, you know the drill. This

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is the No BS Zone for Dairy Analysis. That's

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right. We aren't here to sell you semen. We aren't

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here to push the latest feed additive. And we

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are certainly not here to tell you that everything

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in the industry is sunshine and rainbows just

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to make you feel good. We are here to cut through

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the noise, and there is a lot of noise out there

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right now, to get you the insights that actually

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matter for your operation. And that's the keyword,

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matter. We are talking about the bottom line.

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I'm not interested in which bull won the beauty

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contest at the Royal, and frankly, I don't think

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you are either. No. I want to know what's going

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to keep a farm profitable when milk prices are

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all over the map and input costs just keep climbing.

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We're always looking for that practical angle,

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what actually moves the needle on the profit

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and loss statement. Exactly. And today we are

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doing a deep dive into a feature piece that,

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quite frankly, kept me up a little bit last night.

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We were talking about genetic blind spots. It's

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a heavy topic and it sounds a bit, I don't know,

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a bit abstract, doesn't it? Genetic blind spots.

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It does. It sounds like something a professor

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talks about in a lecture hall. But what we're

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going to find out today is that this concept

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has a... a direct line to your bank account.

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A very direct line. And look, we all love the

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progress we've seen. We love the high components,

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the production records. It is 2026 after all.

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The cows we have today are just, they're biological

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marvels compared to 20 years ago. Oh, absolutely.

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But this article brings up a concept that is

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a bit terrifying. The premise is that while everyone

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is obsessing over the net merit rankings, you

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know, scrolling through that top 100 list on

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their phone, looking for the highest number.

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There is a hidden tax being levied on herds that

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nobody is talking about. A hidden tax is a, that's

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a polite way of putting it. It feels more like

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a hole in the bucket. A massive hole. Because

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the data suggests this tax might be wiping out

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almost 100 % of the genetic gains farmers think

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they are making. So you think you're moving forward?

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You think you're moving forward because your

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milk check is bigger, but your wallet might be

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staying in exactly the same place because that

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money is just leaking out the back door. And

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that's the controversy right there, because like

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you said, it is 2026. We have tools now that

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we didn't dream of 20 years ago. The pace of

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genetic acceleration is faster than ever. So

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how can we be moving this fast and still be standing

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still? That's the engine problem. Genomic selection

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is the engine. It's roaring. It has doubled genetic

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progress in terms of, you know, raw. production,

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we are getting milk out of cows that our grandfathers

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wouldn't have believed possible. But the core

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argument we're looking at today is that every

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engine, no matter how fast or advanced, has a

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blind spot. And if you're driving at 100 miles

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an hour, a blind spot is lethal. And we need

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to be clear about the stakes here. This isn't

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just about pretty cows or type traits or, you

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know, whether the rump angle is perfect. No,

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not at all. This is about the fundamental biological

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profitability of the herd. We are breeding for

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more milk faster. That's the gas pedal. But are

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we accidentally breeding for cows that can't

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get pregnant or cows that drop dead the moment

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the thermometer hits 80 degrees? That's the tension.

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That is the entire tension. Yeah. We're going

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to get into some numbers that are going to make

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some people uncomfortable. We're going to talk

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about something called the inbreeding bill. The

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inbreeding. Yes. The math suggests that for some

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herds inbreeding depression is costing as much

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money as that extra milk is bringing in. I have

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to admit, when I first read that headline that

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inbreeding is wiping out the profit gains, my

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initial reaction was skepticism. Sure. It sounds

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like fear mongering. You know, the sky is falling.

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The gene pool is too small. We're all doomed.

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I hear that a lot from people who just want to

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sell crossbreeding. So I'm going into this with

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my guard up. Good. I want to see the proof. I

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want to see the dollars and cents. And that is

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exactly what we are going to do. We are going

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to prove the numbers. But to understand where

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we are going and to understand how we got into

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this mess, we have to look at where we came from.

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Yeah. We need to go back to a specific moment

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in history. A history lesson. You're going to

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give us a history lesson. A parable. Let's call

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it the parable of Missy. Missy, Westwood HC,

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Rudy Missy. I know where this is going. Of course

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you do. If you're talking about modern genetics,

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I mean, all roads lead back to her eventually.

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They do. But I want to set the scene because

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context matters here. It's February 2003. We

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are in Wisconsin. It's the Wisconsin Holstein

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Convention Sweetheart Sale. Now, you've been

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to sales in Wisconsin in February. Paint the

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picture for us. Oh, it's brutal. The wind just

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cuts right through you. You're usually in some

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drafty barn or a tent that's trying its best

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to stay warm, but it's failing. Miserably. You

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can see your breath, the cattle are fluffed up,

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looking their best, but everyone in the crowd

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is bundled up in Carhartts and heavy coats. It's

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serious business. You don't drive through Wisconsin

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Blizzard unless you are looking for the next

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big thing. Exactly. It's a room full of experienced

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breeders. These are guys who know cow families

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inside and out. But on this particular day, the

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sale is dragging a bit, the energy is low, and

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into the ring walks a five -year -old Holstein

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cow. And looking back from 2026, she's a legend.

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She's absolute royalty. But on that day in 2003,

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she was not the star of the show. Not even close.

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I've heard stories from guys who were there.

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The bidding actually stalled out. The auctioneer

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was getting that tired, you know, that frustrated

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edge to his voice. We know the one. You know

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the tone. Come on, boys. She's worth more than

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this. But the crowd was hesitant. Why? What was

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the knock on her? What were they seeing? You

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have to remember the era. 2003, this was the

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reign of the show ring. People wanted tall, long

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-necked, super dairy cows. They wanted balanced

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rumps. And Missy, well, her rump wasn't entirely

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balanced. She was a working cow. She had a high,

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wide rear udder, sure. But she wasn't the beauty

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queen that the market demanded at the time. She

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didn't have that wow factor that makes people

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raise their hands. So people were checking their

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watches, maybe heading for the coffee stand.

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But then, the phone rings at the clerk's desk.

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And this is the moment. This is the moment that

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changed everything. It's Matt Steiner calling

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in from Pine Tree Dairy in Ohio. Now, Matt is

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a sharp guy, but here's the kicker. He hadn't

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even seen her in person. Buying a cow unseen

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in 2003 was a huge gamble. You didn't have the

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video quality we have now. You were trusting

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the catalog and the numbers. And he's looking

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at the paper. Her second lactation was 31 ,880

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pounds at 4 .1 % fat and 3 .2 % protein. Which

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are respectable numbers, good solids, but not.

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Not earth shattering. Not for a sale like that.

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No. To everyone else in that room, she was just

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another decent cow past her prime. But Matt Steiner

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saw something. He bids $8 ,100. $8 ,100, which

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for a convention sale isn't a headline -grabbing

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price. It's a working cow price. And he got her.

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And that gamble paid off in a way that I don't

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think even Matt could have predicted. Missy became

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a global brood cow. She reshaped the breed for

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two decades. The sheer number of sons and grandsons

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that trace back to her. I mean, you're talking

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super sire, mogul, oak. It is staggering. It's

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unbelievable. If you milk Holsteins today, you

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are milking Missy genetics, period. There's no

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escaping it. It is the ultimate American dream

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of dairy breeding. The smart buy that builds

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an empire. The underdog cow that takes over the

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world. But here is the oops moment. Here's the

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part of the story nobody tells when they're selling

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you a Missy grandson. The other side of the coin.

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Because there is always a cost. The exact same

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breeding system that built the Missy empire.

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The same focus on production. The same genomic

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toolkit that eventually came along and doubled

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our genetic gain was doing something else in

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the background. While we were celebrating that

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milk production and those high components, we

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were quietly dragging something else along for

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the ride. What exactly were we dragging? According

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to the research we are looking at today, while

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we were selecting for all that milk, we dragged

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198 fertility genes and 67 immunity genes in

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the wrong direction for 20 years. Whoa, hang

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on. 198 fertility genes in a wrong direction.

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Yes. Negative progress. We were actively selecting

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for cows that were harder to breed back. How

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does that even happen? Because I know dairy farmers.

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I know the guys running these breeding programs.

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Nobody, and I mean nobody, sits down and says,

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you know what I want? I want a cow that takes

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five services to settle. Of course not. We want

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pregnancy. We want calves. Fertility is profit.

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How do you accidentally select for the opposite

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of what you want? It's a concept called hitchhiking.

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Hitchhiking. OK, break that down for me. Think

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of a chromosome like a bus or better yet, a train.

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You want the passengers in the front car. Those

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are the genes for high milk production, high

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fat, high protein. Those are the VIPs. You select

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for those. You open the door and you invite those

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genes onto the train. OK, I'm with you. We want

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the milk genes. But because of how DNA works.

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Those genes are physically located next to other

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genes on the chromosome. They are neighbors.

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They are linked. And in this case, the neighbors

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sitting right next to the high milk genes were

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bad fertility genes and low immunity genes. So

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when we invited the milk genes on board. The

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bad fertility genes hitchhiked. They got on the

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train for free because they were holding hands

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with the milk genes. And here's the crucial part.

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In 2003, and even for years after, nobody was

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measuring the passengers in the back of the train.

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We couldn't see them. We didn't have the genomic

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resolution to see them. We were only looking

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at the driver's seat. So we are driving the train,

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shoveling coal into the engine to get more faster,

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faster, faster. And we don't realize the back

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cars are filling up with hooligans who are going

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to trash the interior. That is the perfect analogy.

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We spent 20 years filling the bus with bad fertility

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genes. That actually explains so much about the

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90s and the early 2000s. I remember those days

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vividly. We had these cows, those big ribbed,

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high producing cows that milked like crazy. But

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you just could not get them bred. Conception

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rates tanked across the industry. We blamed everything.

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We blamed the nutritionists. We blamed the heat.

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We blamed the vaccines. And it turns out. We

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did it to ourselves. It wasn't just management.

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It wasn't just nutrition. It was genetic. We

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bred them to be infertile. But playing devil's

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advocate here, we fixed it, right? I mean, look

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at daughter pregnancy rate, DPR. Now we recognize

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the problem. We added fertility to the index

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and the trend line is going up. Cows are getting

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pregnant again. We did fix it eventually, but

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only after a 20 -year crash. We lost two decades

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of fertility progress before we even realized

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the bus was full of the wrong passengers. And

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that's the entire point of this deep dive. We

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aren't here to bash the past. We are asking.

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What are we breaking today that we won't notice

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for another decade? What is hitchhiking on the

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bus right now in 2026? That is the scary question

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because the engine is moving faster now. If we

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are making a mistake, we're making it at 100

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miles per hour instead of 50. Let's talk about

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that speed, the engine. Since genomics really

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took over, let's say post -2009, the speed of

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change is just mind -blowing. It really is. I

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was looking at the stats in the source material.

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The generation interval, that's the time between

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one generation and the next, it dropped from

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21 .4 years in 2009 to 13 .5 years by 2015. That

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is a 37 % reduction in just six years. In six

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years. And the sire of bulls pathway, that collapsed

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to under two and a half years. Right. We are

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using bulls that are basically babies to breed

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the next generation of bulls. We aren't waiting

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for them to have milking daughters anymore. Which

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is great for speed. If you know exactly where

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you're going, getting there faster is good. It's

00:12:49.490 --> 00:12:52.269
efficient. Right. And the good news is visible

00:12:52.269 --> 00:12:54.470
in the milk check. The source material highlights

00:12:54.470 --> 00:12:57.370
this. Milk yield gain jumped from about 50 kilograms

00:12:57.370 --> 00:13:00.769
per year to 109 kilograms per year for registered

00:13:00.769 --> 00:13:02.789
Holsteins. Okay, let's translate that to the

00:13:02.789 --> 00:13:05.029
bulk tank, because kilograms per year is abstract

00:13:05.029 --> 00:13:07.509
for a lot of people. Do it. If you take a standard

00:13:07.509 --> 00:13:10.470
200 -cow herd, that acceleration, that extra

00:13:10.470 --> 00:13:12.450
speed we are getting from genomics, is roughly

00:13:12.450 --> 00:13:15.830
$5 ,070 in extra gross milk revenue annually.

00:13:15.889 --> 00:13:18.490
That's assuming, you know, a $19 .50 mailbox

00:13:18.490 --> 00:13:22.690
price. So on paper, you are $5 ,000 richer every

00:13:22.690 --> 00:13:25.909
year just by using modern genetics. That's the

00:13:25.909 --> 00:13:28.370
sales pitch. Right. That's the gain. That's the

00:13:28.370 --> 00:13:30.350
carrot they dangle in front of you. Use these

00:13:30.350 --> 00:13:32.529
bulls. Get more milk. Make more money. But now

00:13:32.529 --> 00:13:35.509
we have to talk about the stick. Or maybe the

00:13:35.509 --> 00:13:37.950
reality check. Because there is a very unique

00:13:37.950 --> 00:13:40.230
study out of the University of Minnesota that

00:13:40.230 --> 00:13:43.309
proves just how much biology we broke to get

00:13:43.309 --> 00:13:45.669
that money. This is the Waseca herd study, right?

00:13:45.769 --> 00:13:47.649
I love this study because it's something you

00:13:47.649 --> 00:13:49.610
can't really replicate on a commercial farm.

00:13:49.870 --> 00:13:52.590
Exactly. The University of Minnesota researcher

00:13:52.590 --> 00:13:54.850
did something nobody else really bothered to

00:13:54.850 --> 00:13:59.570
do. Since 1964, they kept a control line. Explain

00:13:59.570 --> 00:14:00.990
what that means for the listener, because it

00:14:00.990 --> 00:14:02.850
sounds like a science experiment, which it is.

00:14:03.009 --> 00:14:05.049
A control line means they have a group of cows

00:14:05.049 --> 00:14:07.149
that they never improved. They kept breeding

00:14:07.149 --> 00:14:10.509
them like it was 1964. They used semen from bulls

00:14:10.509 --> 00:14:13.570
that were popular in the 60s. No modern bulls.

00:14:13.570 --> 00:14:16.549
No selection for milk. Just maintaining the old

00:14:16.549 --> 00:14:18.789
genetics. So they are basically time travelers.

00:14:18.830 --> 00:14:20.889
You can walk into that barn and you have cows

00:14:20.889 --> 00:14:24.049
from 1964 standing right next to cows from 2026.

00:14:24.720 --> 00:14:27.000
Exactly. And they're in the same barn. They eat

00:14:27.000 --> 00:14:29.519
the same TMR. They are milked by the same people.

00:14:29.559 --> 00:14:31.120
They have the same bedding. Which eliminates

00:14:31.120 --> 00:14:33.299
all the excuses. You can't say, oh, it's the

00:14:33.299 --> 00:14:36.019
feed or it's the ventilation or the herdsman

00:14:36.019 --> 00:14:38.220
is having a bad day. The environment is identical.

00:14:38.460 --> 00:14:40.460
The only variable is the genes. So what happened?

00:14:40.500 --> 00:14:49.080
By 2004... That is a massive success story. Huge.

00:14:49.159 --> 00:14:51.860
If you told a farmer in 1964 he could get almost

00:14:51.860 --> 00:14:53.960
80 % more milk, he'd think you were a wizard.

00:14:54.299 --> 00:14:57.679
But, and here's the hitchhiker. Yeah. The modern

00:14:57.679 --> 00:15:01.220
cows also lost 30 days in conception time. 30

00:15:01.220 --> 00:15:04.879
days. 30 days open. 30 days just lost. That is

00:15:04.879 --> 00:15:07.559
massive. Anyone listening knows that days open

00:15:07.559 --> 00:15:09.940
is the silent killer of profitability. Every

00:15:09.940 --> 00:15:12.000
day a cow is open past her voluntary waiting

00:15:12.000 --> 00:15:14.100
period. It's costing you three, four, maybe five

00:15:14.100 --> 00:15:16.539
dollars a day in feed and lost opportunity. 30

00:15:16.539 --> 00:15:19.440
days is a disaster. And remember, same food,

00:15:19.519 --> 00:15:22.299
same barn. The smoking gun is undeniable. It

00:15:22.299 --> 00:15:24.779
wasn't nutrition. It was purely genetic. We broke

00:15:24.779 --> 00:15:26.600
the reproductive system to get the milk. And

00:15:26.600 --> 00:15:29.580
that ties back to the hitchhiking genes. We know

00:15:29.580 --> 00:15:32.080
now that we drag those fertility genes down.

00:15:32.480 --> 00:15:36.559
But again, playing the optimist here. We fixed

00:15:36.559 --> 00:15:39.139
it. We added DPR to the index. So why are we

00:15:39.139 --> 00:15:40.899
still working? Because the article argues that

00:15:40.899 --> 00:15:42.960
we are doing the exact same thing right now to

00:15:42.960 --> 00:15:45.620
a different trait, a trait that is becoming critically

00:15:45.620 --> 00:15:48.259
important, perhaps even more important than fertility

00:15:48.259 --> 00:15:51.440
in some regions. Which trait is that? Heat tolerance.

00:15:51.700 --> 00:15:54.639
Heat tolerance. Now, this is interesting because

00:15:54.639 --> 00:15:56.720
I look at my cows in the summer and, yeah, they

00:15:56.720 --> 00:15:58.960
get hot. Of course they do. But we have fans.

00:15:59.080 --> 00:16:01.759
We have sprinklers. I just put in a new tunnel

00:16:01.759 --> 00:16:04.940
ventilation barn. I feel like I'm managing heat

00:16:04.940 --> 00:16:07.279
stress pretty well. You think you are? I can

00:16:07.279 --> 00:16:09.600
keep the barn at 68 degrees when it's 90 outside

00:16:09.600 --> 00:16:11.980
if the wind is right. You are managing the environment.

00:16:12.080 --> 00:16:13.840
You are masking the genetics. You are putting

00:16:13.840 --> 00:16:16.620
a band -aid on a genetic wound. Okay, unpack

00:16:16.620 --> 00:16:19.500
that. How is it a genetic wound? Research by

00:16:19.500 --> 00:16:22.399
Mistal and Brito, and these are heavy hitters

00:16:22.399 --> 00:16:24.379
in genetics, not guys who just make stuff up,

00:16:24.460 --> 00:16:27.799
shows that the THI threshold where cows start

00:16:27.799 --> 00:16:30.659
losing milk has dropped significantly. THI being

00:16:30.659 --> 00:16:33.480
the temperature humidity index. Basically, how

00:16:33.480 --> 00:16:36.080
hot and sticky it feels. Right. 20 years ago,

00:16:36.139 --> 00:16:38.440
a cow wouldn't start dropping milk, wouldn't

00:16:38.440 --> 00:16:40.740
start showing signs of metabolic stress until

00:16:40.740 --> 00:16:44.600
the THI hit 72. Okay. Today, that number is 69.

00:16:44.960 --> 00:16:47.460
So my cows are wimpier than they were 20 years

00:16:47.460 --> 00:16:50.360
ago. They can't handle the heat as well. Biologically,

00:16:50.600 --> 00:16:53.740
yes. They are more fragile. And here is the scary

00:16:53.740 --> 00:16:57.220
part, the mechanism behind it. It's a phenomenon

00:16:57.220 --> 00:17:00.019
called the metabolic override. That sounds like

00:17:00.019 --> 00:17:02.240
a sci -fi term. Metabolic override initiated?

00:17:02.679 --> 00:17:04.940
It effectively is. In the old days, you know,

00:17:04.980 --> 00:17:07.700
pre -Missy, pre -genomics, if a cow got hot,

00:17:07.819 --> 00:17:09.819
what did she do? She stopped eating. She stood

00:17:09.819 --> 00:17:12.200
in the shade. She panted. And her milk dropped.

00:17:12.299 --> 00:17:14.819
She shut down to save herself. Exactly. She prioritized

00:17:14.819 --> 00:17:17.460
survival over production. Her body said, it's

00:17:17.460 --> 00:17:19.299
too hot. I need to cool down. Screw the milk.

00:17:19.380 --> 00:17:22.440
Right. But the modern cow, we have bred that

00:17:22.440 --> 00:17:24.319
off switch out of her. We removed the safety

00:17:24.319 --> 00:17:27.839
valve. We did. The modern cow overrides that

00:17:27.839 --> 00:17:30.400
protective shutdown. Her genetics are screaming,

00:17:30.519 --> 00:17:33.839
make milk so loudly that she ignores the heat.

00:17:33.960 --> 00:17:36.839
She keeps milking. She keeps pushing glucose

00:17:36.839 --> 00:17:39.220
to the utter, even when her body is overheating.

00:17:39.299 --> 00:17:41.940
So she's literally burning herself out. Yes.

00:17:42.019 --> 00:17:45.000
The research shows that cows maintaining production

00:17:45.000 --> 00:17:47.799
during heat stress peaks have a significantly

00:17:47.799 --> 00:17:50.880
increased likelihood of death, not just sickness.

00:17:51.519 --> 00:17:54.000
Death. So they literally milk themselves to death.

00:17:54.259 --> 00:17:56.000
Effectively. Yeah. They don't have the off switch

00:17:56.000 --> 00:17:58.200
anymore. And because we have all these expensive

00:17:58.200 --> 00:18:01.019
fans and sprinklers and tunnel barns, we don't

00:18:01.019 --> 00:18:03.240
notice it as much. We are propping them up with

00:18:03.240 --> 00:18:05.619
infrastructure. We are spending hundreds of thousands

00:18:05.619 --> 00:18:08.839
of dollars on fans to keep alive cows that we

00:18:08.839 --> 00:18:11.339
bred to be fragile. That's a kick in the teeth.

00:18:11.500 --> 00:18:14.119
It really is. We are spending money to fix a

00:18:14.119 --> 00:18:16.660
problem we created. And look at the map. Unless

00:18:16.660 --> 00:18:19.250
you were in Australia. Almost nobody selects

00:18:19.250 --> 00:18:21.950
for heat tolerance. In the U .S., look at the

00:18:21.950 --> 00:18:24.910
deep south. Alabama, Mississippi, Louisiana.

00:18:25.250 --> 00:18:27.009
I was looking at the NAS data the other day.

00:18:27.109 --> 00:18:29.069
Those states aren't even tracked monthly anymore

00:18:29.069 --> 00:18:31.170
for milk production. The numbers are so low,

00:18:31.230 --> 00:18:33.089
they just lump them into other. Because the industry

00:18:33.089 --> 00:18:36.009
is gone. Dairy is economically unviable there.

00:18:36.390 --> 00:18:39.150
It's the canary in the coal mine. We bred a cow

00:18:39.150 --> 00:18:41.589
that can't survive in the south. And as the climate

00:18:41.589 --> 00:18:44.150
warms, that line is moving north. Tennessee,

00:18:44.410 --> 00:18:47.680
Kentucky, southern Missouri. That is a sobering

00:18:47.680 --> 00:18:50.579
thought. If you are seeing 60 plus days above

00:18:50.579 --> 00:18:54.019
THI 68 in your area, and that's a lot of the

00:18:54.019 --> 00:18:56.279
U .S. now, even up into the Midwest in July and

00:18:56.279 --> 00:18:59.539
August, this is a slow motion crash happening

00:18:59.539 --> 00:19:02.579
in your herd right now. So we have fertility

00:19:02.579 --> 00:19:05.079
that we broke and fixed. We have heat tolerance

00:19:05.079 --> 00:19:07.779
that we are currently breaking. But now let's

00:19:07.779 --> 00:19:09.359
talk about the money because you said earlier

00:19:09.359 --> 00:19:11.180
you wanted to see the bill. You wanted to know

00:19:11.180 --> 00:19:12.839
if this was just fear mongering. Right. Show

00:19:12.839 --> 00:19:15.200
me the dollars because heat tolerance and blind

00:19:15.200 --> 00:19:17.380
spots are concepts. I pay my bills with cash.

00:19:17.660 --> 00:19:20.039
Okay. Let's talk about the inbreeding bill. Okay.

00:19:20.299 --> 00:19:21.740
Inbreeding is a word that gets thrown around

00:19:21.740 --> 00:19:23.799
a lot. Oh, the Holsteins are too inbred. The

00:19:23.799 --> 00:19:27.099
gene pool is a puddle. But does it actually cost

00:19:27.099 --> 00:19:28.920
me money or is it just something geneticists

00:19:28.920 --> 00:19:30.819
worry about? Let's look at the explosion first.

00:19:31.279 --> 00:19:34.519
U .S. Holstein inbreeding went from 5 .7 % in

00:19:34.519 --> 00:19:39.700
2010 to 15 .2 % in 2020. That is a 168 % jump

00:19:39.700 --> 00:19:42.359
in 10 years. And that coincides perfectly with

00:19:42.359 --> 00:19:44.779
the genomic era. The engine revved up and the

00:19:44.779 --> 00:19:47.440
inbreeding spiked. Exactly. An Italian study

00:19:47.440 --> 00:19:50.059
by Ablandi showed that genomic selection more

00:19:50.059 --> 00:19:52.839
than doubled the annual inbreeding rate. We are

00:19:52.839 --> 00:19:55.140
narrowing the gene pool at record speed because

00:19:55.140 --> 00:19:57.279
everyone's using the same top 10 bulls. Okay,

00:19:57.319 --> 00:20:01.500
so the number is higher. 15%. So what? Does a

00:20:01.500 --> 00:20:05.079
15 % inbred cow milk less than a 5 % inbred cow?

00:20:05.279 --> 00:20:08.299
Yes. And she dies sooner. No. And she gets sick

00:20:08.299 --> 00:20:11.279
more often. Here is the calculation from the

00:20:11.279 --> 00:20:14.500
USDA ARS. This isn't theoretical. This is based

00:20:14.500 --> 00:20:16.480
on millions of records. Lay it on me. The rule

00:20:16.480 --> 00:20:19.119
of thumb is that each 1 % increase in inbreeding

00:20:19.119 --> 00:20:22.859
costs $23 to $23 in lifetime net merit per cow.

00:20:23.220 --> 00:20:25.700
$25 per percent. That doesn't sound like much.

00:20:25.779 --> 00:20:27.359
It doesn't sound like much until you do the math

00:20:27.359 --> 00:20:29.220
on the trend. Let's go back to our hypothetical

00:20:29.220 --> 00:20:31.640
200 -cow herd. Let's say your inbreeding has

00:20:31.640 --> 00:20:34.579
crept up just 4 % over the last decade. And honestly,

00:20:34.680 --> 00:20:36.599
looking at the national average, 4 % is a very

00:20:36.599 --> 00:20:38.759
conservative estimate. It's likely much higher

00:20:38.759 --> 00:20:40.900
for herds chasing the high numbers. But let's

00:20:40.900 --> 00:20:45.920
use 4%. Okay, 4%. Let's say $24. That's about

00:20:45.920 --> 00:20:49.500
$96 loss per cow in lifetime profit. Now, spread

00:20:49.500 --> 00:20:51.759
that across your herd, depending on your turnover

00:20:51.759 --> 00:20:55.009
rate. how fast you cycle cows, you are looking

00:20:55.009 --> 00:20:59.130
at a total leak of $4 ,800 to $6 ,400 per year

00:20:59.130 --> 00:21:02.000
for that 200 cow herd. Wait a minute. Hang on.

00:21:02.039 --> 00:21:03.380
I'm doing the math in my head here. Let's do

00:21:03.380 --> 00:21:05.839
a comparison. Earlier, we said the gain from

00:21:05.839 --> 00:21:08.259
the extra milf steed, that 109 -kilogram jump,

00:21:08.480 --> 00:21:11.920
was worth about $5 ,070 a year for that same

00:21:11.920 --> 00:21:13.660
herd. Correct. That's the money coming in the

00:21:13.660 --> 00:21:15.319
front door. And now you're telling me the loss

00:21:15.319 --> 00:21:17.460
from the inbreeding depression, the health issues,

00:21:17.660 --> 00:21:20.000
the fertility failure, the short lives, is $4

00:21:20.000 --> 00:21:23.680
,800 to $6 ,400 a year. Bingo. They cancel each

00:21:23.680 --> 00:21:25.519
other out. They cancel each other out. So let

00:21:25.519 --> 00:21:27.519
me get this straight. We are running the engine

00:21:27.519 --> 00:21:29.799
red hot. We are breeding faster than ever. We

00:21:29.799 --> 00:21:32.480
are getting more milk than ever. But the profit,

00:21:32.619 --> 00:21:36.880
the actual money left over, is leaking out the

00:21:36.880 --> 00:21:40.279
back door through vet bills, dead cows, and replacements.

00:21:40.480 --> 00:21:43.440
We are running just to stand still. That is the

00:21:43.440 --> 00:21:46.299
high cost of genetic blind spots. You are seeing

00:21:46.299 --> 00:21:49.240
the milk check go up, so you feel good. But you

00:21:49.240 --> 00:21:51.750
aren't seeing the inbreeding bill. because it

00:21:51.750 --> 00:21:53.910
doesn't come as a single invoice. Right. I don't

00:21:53.910 --> 00:21:55.789
get a bill from the Holstein Association saying

00:21:55.789 --> 00:21:59.289
you owe $6 ,000 for inbreeding. Exactly. It comes

00:21:59.289 --> 00:22:02.789
as a cow with metritis that costs you $300 to

00:22:02.789 --> 00:22:05.609
treat. It comes as a heifer that doesn't breed

00:22:05.609 --> 00:22:08.440
back and you have to color. It comes as a cow

00:22:08.440 --> 00:22:11.359
that dies of heat stress in August. It's death

00:22:11.359 --> 00:22:13.940
by a thousand cuts. You blame the weather, you

00:22:13.940 --> 00:22:16.960
blame the feed, but the root cause is the genetic

00:22:16.960 --> 00:22:19.599
load you built into the herd. That is. Well,

00:22:19.680 --> 00:22:21.319
that's depressing. I'm not going to lie. It makes

00:22:21.319 --> 00:22:23.380
you feel like you're on a treadmill. It is reality.

00:22:23.720 --> 00:22:25.799
But the good news is, now that we can measure

00:22:25.799 --> 00:22:27.500
it, we can manage it, we aren't helpless here.

00:22:28.490 --> 00:22:30.529
It requires changing how we look at the sire

00:22:30.529 --> 00:22:32.730
catalogs. Right. We have to stop chasing the

00:22:32.730 --> 00:22:34.910
shiny object, the highest number on the page.

00:22:35.170 --> 00:22:37.349
Let's get into the contrarian takes. Because

00:22:37.349 --> 00:22:40.890
looking at the December 2025 evaluations, there

00:22:40.890 --> 00:22:43.809
is a trap waiting for farmers. The rankings trap.

00:22:44.009 --> 00:22:47.430
22 of the top 30 net merit bulls came from one

00:22:47.430 --> 00:22:50.990
program, one breeding program. And I can hear

00:22:50.990 --> 00:22:52.490
the farmers right now saying, well, if they're

00:22:52.490 --> 00:22:54.529
the best, they're the best. I want the best bulls.

00:22:54.529 --> 00:22:56.230
Why should I care if they come from the same

00:22:56.230 --> 00:22:59.920
farm? Because best. is relative. If you use them

00:22:59.920 --> 00:23:03.019
all, you are creating a massive genetic bottleneck

00:23:03.019 --> 00:23:05.619
in your own tank. Those bulls are all related.

00:23:05.759 --> 00:23:07.880
They share the same sires, the same maternal

00:23:07.880 --> 00:23:10.359
grandsires. If you breed them to each other's

00:23:10.359 --> 00:23:13.079
daughters, you are doubling down on that inbreeding

00:23:13.079 --> 00:23:15.400
risk we just talked about. You are accelerating

00:23:15.400 --> 00:23:17.519
the leak. And this is where the difference between

00:23:17.519 --> 00:23:20.119
pedigree and reality comes in, because a lot

00:23:20.119 --> 00:23:22.099
of guys look at the pedigree and think they are

00:23:22.099 --> 00:23:24.680
safe. This is the technical part, but it's crucial.

00:23:24.940 --> 00:23:27.559
We used to calculate inbreeding based on pedigree.

00:23:27.799 --> 00:23:30.940
Who is the sire? Who is the dam? On paper, the

00:23:30.940 --> 00:23:33.619
pedigree inbreeding average is 0 .07. Looks low.

00:23:33.759 --> 00:23:36.559
Safe. But when you look at the genomic inbreeding,

00:23:36.599 --> 00:23:39.099
specifically using a tool called runs of homozygosity,

00:23:39.119 --> 00:23:43.200
or ROH, the number is 0 .17. It's more than double.

00:23:43.339 --> 00:23:46.099
Okay, you lost me at runs of homozygosity. Translate

00:23:46.099 --> 00:23:48.359
that into farmer English. Think of a pedigree

00:23:48.359 --> 00:23:50.859
like a family tree written in a Bible. He says,

00:23:50.960 --> 00:23:53.839
John Begatt, Steve. It assumes that because you're

00:23:53.839 --> 00:23:57.299
cousins or siblings, you share exactly a certain

00:23:57.299 --> 00:24:00.000
percentage of your DNA. It's an average. It's

00:24:00.000 --> 00:24:03.160
a guess. It's a mathematical estimate. But biology

00:24:03.160 --> 00:24:06.039
is messy. You might have inherited 20 % of your

00:24:06.039 --> 00:24:08.299
DNA from your grandfather, and your brother might

00:24:08.299 --> 00:24:11.400
have inherited only 2%, or you might have gotten

00:24:11.400 --> 00:24:15.339
the exact same chunk of DNA. Okay. ROH is like

00:24:15.339 --> 00:24:17.700
taking a blood test. It doesn't guess. It looks

00:24:17.700 --> 00:24:20.259
at the actual DNA strands. It looks for long

00:24:20.259 --> 00:24:23.160
stretches where the letters of the DNA are identical

00:24:23.160 --> 00:24:25.380
on both chromosomes, the one from the sire and

00:24:25.380 --> 00:24:27.900
the one from the dam. It stops guessing and starts

00:24:27.900 --> 00:24:30.720
measuring. So the pedigree is the map, but ROH

00:24:30.720 --> 00:24:32.839
is the satellite image showing the actual terrain.

00:24:33.279 --> 00:24:35.799
Exactly. And the satellite image shows that our

00:24:35.799 --> 00:24:38.099
cows are twice as inbred as the map says they

00:24:38.099 --> 00:24:40.740
are. So the paper is lying to you. If you are

00:24:40.740 --> 00:24:43.099
looking at ROH, you are flying blind. You think

00:24:43.099 --> 00:24:45.559
you are breeding an outcross, but genetically...

00:24:45.880 --> 00:24:48.640
those animals are far more related than you realize.

00:24:48.940 --> 00:24:50.920
This brings us to the David Diamond approach.

00:24:51.200 --> 00:24:53.460
We talked about him in the pre -show. David is

00:24:53.460 --> 00:24:56.900
a breeder from AG3. Super sharp guy. His philosophy

00:24:56.900 --> 00:25:00.160
is consistency over unpredictability. Which sounds

00:25:00.160 --> 00:25:02.660
boring. Everyone wants the hot bull, the outlier.

00:25:02.779 --> 00:25:05.299
It does sound boring. But his strategy is that

00:25:05.299 --> 00:25:08.000
sometimes you pass on the highest component bull,

00:25:08.119 --> 00:25:12.099
the one that is plus 0 .20 % fat. to avoid the

00:25:12.099 --> 00:25:14.960
crash. You pass on the hot bull if he is frail

00:25:14.960 --> 00:25:17.259
or if he brings too much inbreeding load, you

00:25:17.259 --> 00:25:19.740
select for balanced functional genetics. He talks

00:25:19.740 --> 00:25:21.960
about the power of the second tier. Right. He

00:25:21.960 --> 00:25:24.559
doesn't just scan the top 10. He looks at bulls

00:25:24.559 --> 00:25:27.420
ranked 20th to 50th. Bulls that maybe give up

00:25:27.420 --> 00:25:29.700
50 points of net merit, but have zero holes.

00:25:29.859 --> 00:25:32.740
Yeah. Good udders, good feet, positive fertility,

00:25:33.039 --> 00:25:36.019
and crucially, an outcrossed pedigree. So you

00:25:36.019 --> 00:25:38.319
are trading a little bit of the sprint speed,

00:25:38.460 --> 00:25:41.240
that top -end theoretical profit, to ensure you

00:25:41.240 --> 00:25:43.660
actually finish the marathon. Exactly. Because

00:25:43.660 --> 00:25:45.779
if you win the sprint but your cow dies at age

00:25:45.779 --> 00:25:48.140
three, you lost money. I'd rather have a cow

00:25:48.140 --> 00:25:50.420
that is ranked 50th but lasts for five lactations

00:25:50.420 --> 00:25:52.400
than a cow ranked first that burns out in two.

00:25:52.680 --> 00:25:55.599
So we have identified the problem. We have scared

00:25:55.599 --> 00:25:57.759
everyone with the math. We have explained the

00:25:57.759 --> 00:26:00.420
biology. Now we have to help them fix it. Because

00:26:00.420 --> 00:26:02.180
if we just leave it here, people are going to

00:26:02.180 --> 00:26:04.140
turn off the podcast and go drink a beer in the

00:26:04.140 --> 00:26:06.910
dark. Let's get to the actionable insights. Imagine

00:26:06.910 --> 00:26:09.349
a farmer listening to this right now. They just

00:26:09.349 --> 00:26:11.490
finished milking. They're driving the pickup

00:26:11.490 --> 00:26:14.190
to the fee store. What do they need to do? I've

00:26:14.190 --> 00:26:17.410
got three things. Immediate, medium term, and

00:26:17.410 --> 00:26:19.910
long term. Let's start with immediate this week.

00:26:20.130 --> 00:26:22.269
The diversity audit. What does that look like?

00:26:22.430 --> 00:26:25.549
Call your genetics advisor or your AI rep, the

00:26:25.549 --> 00:26:28.230
guy who sells you the straws. Ask them for one

00:26:28.230 --> 00:26:32.569
specific number, the ROH -based genomic inbreeding

00:26:32.569 --> 00:26:35.559
for your herd. not the pedigree I'm breeding.

00:26:35.680 --> 00:26:37.740
No. If they give you the pedigree number, tell

00:26:37.740 --> 00:26:40.440
them to try again. Specifically ask for ROH.

00:26:40.619 --> 00:26:44.359
If that number is trending above 7 % to 8%, you

00:26:44.359 --> 00:26:46.319
are in the danger zone. You are in that territory

00:26:46.319 --> 00:26:48.799
where the leak is starting to gush. And if the

00:26:48.799 --> 00:26:51.700
rep says, oh, we don't track that, or that's

00:26:51.700 --> 00:26:53.779
not on the sheet. Then you need to push harder.

00:26:54.059 --> 00:26:57.220
Or find a rep who does. Because the data exists.

00:26:57.559 --> 00:26:59.740
If they aren't sharing it with you, they're keeping

00:26:59.740 --> 00:27:01.759
you in the dark. If you don't know that number

00:27:01.759 --> 00:27:03.839
before your next mating run, you're throwing

00:27:03.839 --> 00:27:06.000
darts in the dark. Okay, so get the real number.

00:27:06.099 --> 00:27:08.440
What's the medium -term strategy? Three to six

00:27:08.440 --> 00:27:11.039
months out. This is the heat hedge and the 2025

00:27:11.039 --> 00:27:13.759
NM now. Let's talk about the index first. The

00:27:13.759 --> 00:27:17.000
2025 net merit revision was a big deal. It rebalanced

00:27:17.000 --> 00:27:20.519
17 traits, but the big change was feed efficiency,

00:27:20.940 --> 00:27:25.740
FSAV. It now has a 17 .8 % emphasis. That is

00:27:25.740 --> 00:27:27.720
huge. That's almost a fifth of the index. It

00:27:27.720 --> 00:27:30.680
is. And here is the kicker. If your provider

00:27:30.680 --> 00:27:33.279
is still using old weightings, if they are optimizing

00:27:33.279 --> 00:27:35.940
for the 2020 formula, you are breeding for a

00:27:35.940 --> 00:27:37.779
merchant that doesn't exist anymore. You are

00:27:37.779 --> 00:27:40.119
breeding big, inefficient cows when the market

00:27:40.119 --> 00:27:42.519
is paying for efficiency. You need to be on the

00:27:42.519 --> 00:27:45.460
2025 standard. And the heatage. This goes back

00:27:45.460 --> 00:27:48.019
to the metabolic override. If you are in an area

00:27:48.019 --> 00:27:51.559
with 60 plus days of heat, THI 68, and be honest

00:27:51.559 --> 00:27:53.640
with yourself about that, you need to stop ignoring

00:27:53.640 --> 00:27:55.799
it. You might not see heat tolerance on the bull

00:27:55.799 --> 00:27:57.750
sheet directly. So what do you look for? You

00:27:57.750 --> 00:28:00.069
use proxies. You select for productive life,

00:28:00.230 --> 00:28:04.430
PL, livability, LIV, and fertility, DPR. Why

00:28:04.430 --> 00:28:07.410
those? Because a cow with high productive life

00:28:07.410 --> 00:28:10.529
and high livability is, by definition, a survivor.

00:28:11.009 --> 00:28:13.410
She is a cow that doesn't die when it gets hot.

00:28:13.529 --> 00:28:16.390
She is a cow that handles stress. You might sacrifice

00:28:16.390 --> 00:28:18.390
a little bit of top -end milk, but remember,

00:28:18.529 --> 00:28:21.289
the metabolic override. You want a survivor,

00:28:21.369 --> 00:28:23.809
not a zombie, that milks until she drocks. Okay,

00:28:23.869 --> 00:28:26.660
and finally, the long -term positioning. one

00:28:26.660 --> 00:28:29.619
to two years out? Diversify and contribute. Diversify.

00:28:29.880 --> 00:28:32.240
Don't load the tank from one source. I don't

00:28:32.240 --> 00:28:34.319
care how good the bulls are. I don't care if

00:28:34.319 --> 00:28:36.259
they're the top five in the world. If they're

00:28:36.259 --> 00:28:38.480
all from the same program, spread your risk.

00:28:38.859 --> 00:28:41.700
Use at least three AI organizations. Like an

00:28:41.700 --> 00:28:43.660
investment portfolio. You wouldn't put 100 %

00:28:43.660 --> 00:28:45.980
of your 401k into one stock, even if that stock

00:28:45.980 --> 00:28:49.059
was Apple. Exactly. If that one stock crashes,

00:28:49.200 --> 00:28:51.480
if that one bloodline turns out to have a genetic

00:28:51.480 --> 00:28:54.319
defect we haven't found yet, like HCD or CVM

00:28:54.319 --> 00:28:57.170
back in the day, You are wiped out. Spread the

00:28:57.170 --> 00:28:59.769
risk. And the contribute part. Data. We need

00:28:59.769 --> 00:29:03.109
data. If you have AMS, robotic milking, if you

00:29:03.109 --> 00:29:05.329
have activity monitors, if you have health records,

00:29:05.490 --> 00:29:08.230
share that data. Contribute it to the Council

00:29:08.230 --> 00:29:10.869
on Dairy Cattle Braiding, CTCB. Why should a

00:29:10.869 --> 00:29:13.450
farmer bother? Because that is how we stop the

00:29:13.450 --> 00:29:16.029
next hitchhiking gene. The only reason we found

00:29:16.029 --> 00:29:18.589
the fertility crash is because we had data. The

00:29:18.589 --> 00:29:20.849
only reason we know about heat stress is data.

00:29:21.009 --> 00:29:23.269
The only way we find the next problem in five

00:29:23.269 --> 00:29:26.029
years instead of 20 years is if we have the numbers.

00:29:26.390 --> 00:29:28.970
So don't just be a consumer of genetics. Be a

00:29:28.970 --> 00:29:31.509
contributor to the system. That protects your

00:29:31.509 --> 00:29:34.630
future. Exactly. This has been intense. We covered

00:29:34.630 --> 00:29:36.910
a lot of ground. From Missy and the snowstorm

00:29:36.910 --> 00:29:39.509
to the heat stress in Alabama to the math of

00:29:39.509 --> 00:29:42.019
inbreeding. It's a complex topic, but if I had

00:29:42.019 --> 00:29:44.200
to boil it down to one sentence, fast is good.

00:29:44.279 --> 00:29:47.500
We love fast. But durable is better. Durable

00:29:47.500 --> 00:29:50.400
is profit. And check your leak. Don't let inbreeding

00:29:50.400 --> 00:29:52.500
depression steal the money you worked so hard

00:29:52.500 --> 00:29:54.500
to breed for. That is the thought we will leave

00:29:54.500 --> 00:29:56.880
you with. Don't let the blind spots empty your

00:29:56.880 --> 00:29:59.359
bulk tank. This has been another Bullvine podcast

00:29:59.359 --> 00:30:02.240
from The Bullvine. For more straight -talking

00:30:02.240 --> 00:30:04.599
industry analysis and to read the full article

00:30:04.599 --> 00:30:08.220
we discussed today, head over to www .thebullvine

00:30:08.220 --> 00:30:11.029
.com. Subscribe wherever you get your podcasts.

00:30:11.849 --> 00:30:14.990
We are out with new episodes every day. Upcoming

00:30:14.990 --> 00:30:17.849
topics will be, well, let's just say we are going

00:30:17.849 --> 00:30:19.650
to look at why your feed nutritionist might be

00:30:19.650 --> 00:30:21.849
lying to you about amino acids. But that's for

00:30:21.849 --> 00:30:23.470
next time. I can't wait for that one. That's

00:30:23.470 --> 00:30:25.690
going to ruffle some feathers. Until then, keep

00:30:25.690 --> 00:30:28.130
your eyes open and check those blind spots. Thanks

00:30:28.130 --> 00:30:28.509
for listening.
