AG Bull

Tommy Grisafi

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. 24 JAN

    Wiesemeyer's Perspectives | Corn, Weather, And The Fight For Year-Round E15

    www.agbull.com Tommy's Premium Subscription: www.agbull.com AgBull Audio and Video Links Apple Music Spotify YouTube TikTok   Futures and options trading involves risk and is not suited for everyone.   A winter storm, a metals rally, and a political stall on E15 collide with a surprise export surge and a fresh farm-aid bridge, shaping a volatile but opportunity-rich setup for ag. We share why China’s buying now, how E15 still has a path, and the realistic timeline for relief. • studio launch, premium updates, and travel plans • storm impacts on energy, logistics, and livestock marketing • E15 blocked for now, study council formed, next legislative vehicle likely supplemental • Trump’s Iowa visit and ethanol plant optics as market signal • farm aid bridge, Title I timing, and likely top-up payments • defending farm aid within the broader subsidy landscape • Greenland geopolitics, Canada tensions, and safe-haven flows • China’s 12 MMT soybean buys and weekly export highs • screwworm safeguards, cattle on feed data, market reaction • House passes all FY2026 bills, Senate timing, shutdown odds • Fed hold likely, potential Powell successor, market read-through • rail brake risks in extreme cold and retail stockouts • Klobuchar’s potential move and Senate Ag implications • USDA portal for foreign farmland tracking • restoring prevent plant buy-up pressure • fertilizer tariffs’ cost impact and Canada trade links • food price outlook, beef tightness, egg decline, sticky services • eight reasons for cautious optimism into spring Don’t forget: “Don’t forget to click like and subscribe. Join us on TikTok. We’d love to have you.” Support the show

    59 min
  2. 27/12/2025

    Wiesemeyer's Perspectives | Silver Surges & Commodities Year in Review

    www.agbull.com Tommy's Premium Subscription: www.agbull.com AgBull Audio and Video Links Apple Music Spotify YouTube TikTok   Futures and options trading involves risk and is not suited for everyone.   We sprint through a year where metals spiked, bonds bristled, and policy moved markets as much as weather. We map the big shifts in grains, cattle, inputs, biofuels, trade, and the politics of food prices, then lay out what could drive demand in 2026. • stocks rising while bonds flag risk • silver surge and China’s export controls • corn buoyed by exports despite big crops • soybeans pressured by Brazil and timing • wheat capped by global stocks • cotton weakened on China demand • cattle cycle tightness and shock events • hog inventories tamping prices • bird flu and vaccine trade implications • sticky food inflation as political fuel • SNAP fights and affordability fault lines • GLP-1 drugs shifting sugar and alcohol demand • MAHA focus on ultra-processed foods • USDA reorg and service capacity strain • input costs squeezing margins and machinery slowdown • RFS, E-15, and 45Z delays clouding biofuels • rail merger bid and logistics uncertainty • rural healthcare costs and ACA credits • labor reform tensions around H2A and year-round needs • WOTUS reset pushing oversight to states • OB3 tax permanence shaping farm planning • cannabis reclassification and rural economics • structural policy forces redefining ag beyond cycles • pivot to domestic utilization for durable demand Don’t forget to click, like, and subscribe Check out our website Support the show

    44 min
  3. 20/12/2025

    Wiesemeyer's Perspectives | Why Beef Stays Pricey While Soybeans Slide And What Farmers Can Do Next

    www.agbull.com Tommy's Premium Subscription: www.agbull.com AgBull Audio and Video Links Apple Music Spotify YouTube TikTok   Futures and options trading involves risk and is not suited for everyone.   We dig into tight cattle supplies, a slow, science-led reopening of the Mexico border, and why beef prices stay sticky while soybeans slide. We map out where policy could lift margins in 2026, from E-15 and 45Z to farm aid timing and ACA subsidies.    • lighter-than-expected placements and persistent cattle tightness  • phased screwworm testing with three inspections in Mexico and one in the US  • beef prices stay firm in CPI while electricity costs weigh on households  • China soybean purchases progress toward 12 MMT commitment  • soybean competitiveness hinges on tariff relief versus Brazil  • inflation easing shifts focus to unemployment and Fed cuts  • per-acre FBA estimates with soybean relief lagging the hurt  • SDRP phase one top-ups coming later; phase two data issues  • year-round E-15 momentum and California’s early step  • 45Z, RFS, and domestic demand as price catalysts for corn and soy  • ACA subsidy extension pressure for rural families  • specialty crops and sugar losses signal need for more aid  • Supreme Court tariff ruling and 2026 market implications    If you’re enjoying the show, say hi. Subscribe for AgBull Premium at www.agbull for $25/month or $250/year.  Support the show

    54 min

About

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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