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. há 2 h ·  Vídeo

    AG Squawk with Mike Castle of Stone X | Report Day Whiplash In The Grain Markets

    Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits. Report day brings a fast burst of green in corn and soybeans, then the market cools off as we sort short covering from real fundamentals. We talk through the USDA June acreage and stocks numbers with StoneX economist Mike Castle and map what could still change the summer trade.  • managed money rotation between commodities and equities and why it matters for grain volatility  • corn acres holding near 95.3 million and the bullish tilt from lower June 1 stocks  • export competitiveness for US corn and what Europe’s heat risk could shift  • soybean acres near expectations and why crush and biofuels reshape the demand story  • China buying rumors versus confirmed flash sales and what the math allows  • wheat strength tied to smaller North American acres and high abandonment  • fertilizer pricing, retail lag, and the potential suspension of duties on Moroccan phosphate  • cattle and hog softness during peak grilling season as a consumer stress signal  • July and August weather risk, yield potential, and why the market is never “locked in”  If you're watching on YouTube, don't forget to like, subscribe, share this bad boy around.  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.

    41 min
  2. há 10 h ·  Vídeo

    AG Squawk AM 6/30/2026 USDA Report Day Prep Plus Heat Stress And PRRS Risk

    Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits. Tommy's Premium Subscription: www.agbull.com AgBull Audio and Video Links Apple Music Spotify YouTube TikTok We run through the latest grain and livestock closes, then zoom out to the weather and report-day risks that can reshape the week. We also talk through PRRS pressure in hogs, a fertilizer duties headline, and why Europe’s dryness matters without automatically driving the US market.  • Grain markets close lower across soybeans, corn, and wheat  • Livestock markets soften with heat risk building in cattle country  • Hot overnight lows and extended above-normal temps, plus a practical concern for feedlot performance  • USDA Acreage and Quarterly Stocks timing and why report day matters  • Monthly subscription details for premium Ag Bull Intel  • PRRS remains severe in summer, with heavy losses and big industry costs  • Fertilizer risk context tied to Morocco phosphate duties and where to read more  • France and Europe rainfall outlook and how it may moderately affect global grain markets  Be sure to tune in. Davis does a heck of a show, and we wouldn't want you to miss it.  Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.

    6 min
  3. há 1 dia ·  Vídeo

    AG Squawk | Davis Michaelsen & Brian Grete | Report Day Tension In Grain Markets

    Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits. Tommy's Premium Subscription: www.agbull.com AgBull Audio and Video Links Apple Music Spotify YouTube TikTok We launch our first AG Squawk afternoon show with Brian Grete of Commstock and map the day’s selloff across grains and livestock while traders position ahead of major USDA releases. We connect fund flows, weather risk, and report history so you can think clearly about what could set the tone for the rest of the summer.  • Our new afternoon format and what Brian does at Commstock  • Why funds exiting agricultural commodities can outweigh supportive headlines  • Corn, soybean, and wheat closes and what stood out intraday  • How Midwest moisture and timing shape weather-driven price risk  • Wheat seasonals, harvest pressure, and fund shorts  • Cattle futures versus cash cattle and why discounts matter  • Hog market weakness, the Hogs and Pigs report, and record pigs per litter  • June acreage expectations and what would surprise the trade  • Why grain stocks can be the bigger shock for corn  • How June report-day history differs for corn versus soybeans  If you're watching on YouTube, don't forget to like, subscribe, and share this puppy around. Email, Davism@nezvik.com. Go to agbull.com. Take the markets by the horns with AgBull. Call 1-855-737-Farm for details. Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.

    26 min
  4. há 2 dias ·  Vídeo

    Wiesemeyer's Perspectives | Acreage & Grain Stocks Preview With A Weather Twist

    Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits. Tommy's Premium Subscription: www.agbull.com AgBull Audio and Video Links Apple Music Spotify YouTube TikTok We map out what could move markets next, starting with Tuesday’s USDA acreage and grain stocks reports and ending with the July weather fight over yields. We also connect the dots among China’s soybean-buying timeline, renewable fuels policy, and the political decisions that shape farm income support.  • waiting for USDA acreage and grain stocks as the next market reset  • weighing early July heat against a possible ridge shift and rainfall patterns  • tracking flood impacts and the narrowing replant window in parts of the Midwest  • recapping weekly moves in corn, soybeans, wheat, cotton, cattle, and hogs  • questioning survey response rates and how USDA improves data collection  • watching China’s purchase pace and the tariff comment deadlines  • breaking down 45Z carbon intensity scoring and year-round E15 hurdles  • reviewing sticky inflation, consumer spending, and interest rate risks  • monitoring New World screwworm cases, eradication capacity, and border limits  • sizing up Farm Bill 2.0 odds as elections and primaries harden positions  • noting disaster aid debates and the Supreme Court Roundup label ruling  • flagging possible USDA support for small meat processors  • treating the rice dryer shutdowns as an infrastructure warning sign  Thanks for watching us and thanks for liking and subscribing.  Ag Squawk AM, Ag Squawk PM. It’s free.  $25 a month, $250 annually.  AgBull.com. If you or someone you know would like to be on that show, put your name in the hat, and we’ll make sure we get back to you.  Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.

    49 min
  5. 22 de jun. ·  Vídeo

    Wiesemeyer's Perspectives | China Has Promised Beans And Now We Need Proof

    Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits. Tommy's Premium Subscription: www.agbull.com AgBull Audio and Video Links Apple Music Spotify YouTube TikTok Futures and options trading involve risk and are not suited for everyone. We run the markets live as we talk, then connect the day’s price action to the policy and geopolitical signals shaping ag right now. Soybean oil strength, China’s buying pace, and the next wave of RFS and 45Z all point to a summer where demand and rules matter as much as weather.  • soybean oil rally tied to renewable diesel capacity and RIN signals  • cattle on feed reaction and the idea that supplies stay tight  • used cooking oil and shifting incentives as future RIN rules change  • Iran diplomacy and shipping risk showing up in crude and freight  • China soybean commitments versus the weekly export sales proof test  • Screwworm case count, port closures, and why it supports cattle  • Senate Farm Bill 2.0 rollout, markup timing, and election calendar constraints  • 45Z tax credits, carbon capture, pipelines, and regional basis winners and losers  • year-round E15 still lingering and likely tied to a bigger bill  • USMCA review leverage and why the pact still matters for ag trade  • USDA 2027 cost of production outlook and pressure from non-energy inputs  • Kevin Warsh’s Fed posture, inflation priority, and what less guidance means  • Why fund participation creates liquidity and better price discovery  You choose your favorite platform and make sure to click, like, subscribe, and give us a rating. Who would you like me to talk to? You can reach us at agbol.com, hit the contact us tab, and my people will get right on it.  Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.

    41 min
  6. 22 de jun. ·  Vídeo

    Paul Neiffer & Davis Michaelsen Talk OBBBA Update

    Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits. Tommy's Premium Subscription: www.agbull.com AgBull Audio and Video Links Apple Music Spotify YouTube TikTok Futures and options trading involve risk and are not suited for everyone. USDA is changing how farm entity structures affect payment eligibility, and the difference between one limit and several can come down to ownership percentages and paperwork. We walk through what qualifies as a pass-through entity, what “actively engaged” really means now, and what you must file before the 2026 deadline.  • how LLCs, S Corps, and partnerships qualify as pass-through entities for payment limits  • Why the old system pushed farms into extra entities and extra tax returns  • how payment limits rise and get indexed to inflation  • Why ownership percentages can reduce the number of effective payment limits  • What changes in the actively engaged in farming test when owners are paid wages or management fees  • where the $900,000 AGI cap still applies and where a 75% gross income test can waive it  • what counts as farm income starting in 2026, including agritourism, direct sales, and equipment gains  • what the new Form 902E reporting means and why September 15, 2026, matters  • why payments ultimately attribute down to individuals and Social Security numbers  FarmCPAReport.com for more.  Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.

    35 min
  7. 16 de jun.

    Fat Tuesday with Mike Sands | Cattle Market Pressure Points

    Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits. We walk through the week’s biggest cattle market drivers, from JBS plant closures to Iran-related macro moves that shift energy prices and market mood. Then we zoom into the on-the-ground fundamentals: screwworm surveillance, changing feedlot placements, record-slow marketings, and the risks that come with record-heavy carcass weights.  • JBS Pennsylvania closure and where slaughter cattle get rerouted  • Memphis value-added plant closure and what “value-added” really means  • Iran developments, crude oil reaction, and why cattle markets care  • New World screwworm case count, geography, and why the spread matters  • USDA response: surveillance, sterile flies, and limited movement restrictions  • No food safety risk and why that matters for consumer demand  • May feedlot placements outlook ahead of the Cattle on Feed report  • Drought signals, heifer decisions, and cattle moved earlier than normal  • Record-slow marketings and the shrinking window to manage weights  • Feedlot inventories above last year and what that implies for fed supplies  • Front-end supply over 180 days, summer heat, and death loss risk  I think it’s pretty important to tune in because I think we have unique things each week that we bring to the table.  Tommy's Premium Subscription: www.agbull.com AgBull Audio and Video Links Apple Music Spotify YouTube TikTok Futures and options trading involve risk and are not suited for everyone. Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.

    35 min

Sobre

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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