AG Bull

Tommy Grisafi

Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.  Tommy Grisafi is the main host and content creator for Ag Bull Media. The Ag Bull Podcast showcases agriculture's top talents in a long-form video format. The Ag Bull Trading Podcast is a deeper discussion of trading with analysts and key players in agriculture nationwide. Futures trading involves risk of loss and is not suitable for everyone.

  1. 23 hr ago ·  Video

    AG Squawk with Davis Michaelsen | Bill Bullard R-Calf

    Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits. We dig into how rapid-fire beef policy moves collide with a slow cattle cycle, and why that timing can punish independent producers right when they market their calf crop. We also connect beef imports, packer concentration, labeling, and animal health risk to the bigger question of whether the U.S. can rebuild a resilient domestic beef supply chain. • the difference between market volatility and policy-driven instability for cattle producers • the 90-day suspension of out-of-quota beef tariffs and why it can disincentivize herd expansion • how concentrated meatpackers can use imported lean trimmings to pressure domestic cattle prices • why mandatory country of origin labeling matters when consumers cannot identify imported beef • the worst-case timing during late September through November calf marketing • ranch financial stress from input costs and long-term loss of independent operations • potential regulatory reforms to help small and regional beef processors compete • Mexico border cattle, New World Screwworm mitigation, and biosecurity capacity limits • Canada trade imbalance, leverage on prices, and ongoing disputes over USA labels Tommy's Premium Subscription: www.agbull.com AgBull Audio and Video Links Apple Music Spotify YouTube TikTok Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.

  2. 1 day ago ·  Video

    AG Squawk with Davis Michaelsen | Fertilizer UPDATE!

    Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits. We track a sudden surge in wheat and strength across corn and soybeans, then pressure-test what that kind of rally means for risk, hedging, and real farm decisions. We also dig into retail fertilizer and diesel trends so you can line up fall input plans without getting fooled by a single good week. • Wheat futures reprice on Black Sea escalation risk and export disruption • Corn and soybeans rally alongside late-season heat and dryness concerns • Ethanol production, stocks, and energy inventories shaping demand tone • Fund length, volatility, and why rallies can still snap back • Covering the gap above crop insurance with cash sales and puts • Retail fertilizer pricing by product, anhydrous versus UAN versus urea • Phosphate strength, potash context, and what the fertilizer price index signals • Farm diesel and propane heading into harvest and drying season • Premium updates including a short Jim Wiesmeyer conversation on beef imports Visit AgBull.com or give us a call at 855-737 Farm Subscribe to premium and when you subscribe to premium, say, I want my Ag Bull Bluetooth speaker Tommy's Premium Subscription: www.agbull.com AgBull Audio and Video Links Apple Music Spotify YouTube TikTok Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.

  3. 2 days ago ·  Video

    AG Squawk AM 8/26/2026 with Jed Sidwell | Morning Ag Markets In Seven Minutes

    Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits. We run through the morning board, from feeder cattle and lean hogs to corn, soybeans, and wheat, then connect the overnight grain rally to weather relief and global supply risk. We also dig into EU drought-driven yield cuts, the cattle on feed placement story, and why Strait of Hormuz energy headlines can push the whole commodity complex. • livestock futures check on feeder cattle and lean hogs • grain futures levels for new crop corn, old crop beans, and September wheat • near-term weather pattern with storm chances for Texas and parts of the Corn Belt • EU crop monitor cutting maize yield forecasts and the import-demand implications • cattle on feed recap with record low placements and heavier front-end supply • feeding cattle longer and where diminishing returns can show up • crude oil around $80 and the market impact of Hormuz shipping and sanctions news • stacked economic calendar including GDP, PCE, durable goods, and EIA stocks If you missed last night's Ag Squawk in the Afternoon with Davis Michelson, go back and watch it. Tommy's Premium Subscription: www.agbull.com AgBull Audio and Video Links Apple Music Spotify YouTube TikTok Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.

  4. 2 days ago ·  Video

    AG Squawk with Davis Michaelsen | Scott The Cow Guy

    Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits. We take the day’s grain, wheat, and livestock action and use it as a springboard into a wide-ranging talk with Scott “The Cow Guy” Shellady about what really moves markets. Along the way, we remember Dolly Parton, dig into debt and bond yields, and wrestle with tariffs, geopolitics, and why good conversation feels harder than it should.  • Dolly Parton’s passing and the farm-rooted story behind her legacy  • Corn, soybeans, wheat, and livestock performance plus key crop condition notes  • Scott’s path from Illinois farmland to trading floors and national media  • Why commodity traders must price politics and weather at once  • National debt, deficits, and the next bond yield “panic number”  • Iran, oil prices, inflation pressure, and the timeline of economic warfare  • Tariffs, Canada, and what ranchers are saying in private messages  • Living in London and what it changes about your view of America  • Polarization, dinner-party debate, and rebuilding civil disagreement  • Socialism, incentives, and why words lose meaning when abused  Visit Agbull.com or call 855- 737-FARM.  Tommy's Premium Subscription: www.agbull.com AgBull Audio and Video Links Apple Music Spotify YouTube TikTok Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.

  5. 3 days ago ·  Video

    AG Squawk with Davis Michaelsen | Mike Castle Stone X | When Politics Moves Prices More Than Supply

    Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits. We sort through a headline-heavy day where corn rallies on surprising yield signals while soybeans and cattle react to politics and policy risk. We walk through what the beef tariff pause could actually change, then dig into “Economic D Day” and why China sits at the center of the soybean demand story. • ProFarmer Crop Tour yield estimate reshaping corn supply expectations • Fund positioning and technical levels influencing the corn rally and pullback • Soybean weakness tied to rumors and the risk of disrupting Chinese buying • China’s purchases framed as political leverage rather than pure economics • Trump’s 90-day suspension of out-of-quota beef tariffs and the cattle market reaction • Why Brazil is the key supplier that could benefit most from the tariff structure change • USMCA trade tensions with Canada and retaliation risk for ag supply chains • Bessent’s Iran-focused pressure strategy and the quiet approach to compliance • How sanctions evasion channels affect commodities like oil and even fertilizers If you’re not an AgBull subscriber, may I encourage you to visit AgBull.com or call 855-737 Farm to become a premium subscriber. Tommy's Premium Subscription: www.agbull.com AgBull Audio and Video Links Apple Music Spotify YouTube TikTok Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.

About

Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.  Tommy Grisafi is the main host and content creator for Ag Bull Media. The Ag Bull Podcast showcases agriculture's top talents in a long-form video format. The Ag Bull Trading Podcast is a deeper discussion of trading with analysts and key players in agriculture nationwide. Futures trading involves risk of loss and is not suitable for everyone.

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