AG Bull

Tommy Grisafi
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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. 3 GG FA

    Wiesemeyer's Perspectives | Trump's Trip to China

    www.agbull.com 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 walk through the market and policy drivers that could swing agriculture next week, from USDA May data and the wheat tour to a Trump Xi summit that may reshape demand for key commodities. We also connect geopolitics, drought, energy, and Washington decisions to the real-world risk farmers and traders manage every day.  • cotton rally context and what could extend it  • grain pullback after a strong run and why crude oil matters  • cattle and feeder cattle trend amid drought and slow herd rebuilding  • soybean oil spread dynamics tied to renewable fuels policy and 45Z expectations  • winter wheat tour focus on HRW production and abandonment risk  • Iran ceasefire uncertainty and why geopolitics now drives market volatility  • drought map takeaways for planting progress and yield psychology  • year-round E15 prospects in Congress and the infrastructure lag  • Trump Xi summit deliverables and potential ag purchase commitments  • tariff court ruling, Section 301 path, and timing risks  • tariff refunds and liquidity implications for companies  • interest rates, sticky inflation, and debt pressure  • farm aid and ag disaster package timeline and legislative vehicle questions  • DOJ action on AgriStats and what it signals for the meat sector  • fertilizer price constraints now and possible long-term domestic supply strategy  Drop us a note. Where'd you subscribe? Did you subscribe to Apple Podcasts, Spotify Podcast, YouTube?  AgBull Premium, www.agbull.com. AgBull Premium, $25 a month, $250 annually. But if you are, cancel and we'll give you back your money and away you go.  If you'd like a free trial, trade the news, go to trade the news tom the Ag Bull Boy sent you. Support the show

    55 min

  2. 4 MAG

    Jesse Allen | Broadcaster's Report from Washington DC

    www.agbull.com We get a ground-level read on Washington, DC as Jesse Allen returns from the NAFB Washington Watch fly-in after meeting with USDA leaders and a long list of senators and House ag lawmakers. We talk through the farm bill chaos, the fertilizer and diesel cost squeeze, and why farmers feel pressure from both policy delays and public backlash. • what the NAFB Washington Watch fly-in looks like and why it matters • who Jesse meets across USDA and Capitol Hill, including one-on-one conversations • why the House farm bill vote turns chaotic around E15 and amendments • talk of more farmer aid and the reality of high input costs • consumers losing touch with food production and vilifying farmers • diesel shock and war-driven supply chain strain hitting rural America • long-term fertilizer production plans versus the short-term cash crunch • the simple goal most farmers share, fair markets and stable livelihoods 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. Support the show

    18 min

  3. 1 MAG

    Wiesemeyer's Perspectives | Who Should Set The Rules For Farming

    www.agbull.com 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 break down why commodity markets are suddenly “in play” again and what that means for protecting price when you’re above crop insurance levels. We also walk through the House farm bill drama and the policy fights that could reshape farm margins long before harvest.  • corn at a 13-month high close and soybeans stronger  • cotton at contract highs and what that means for break-evens  • why we call these levels hedgeable and protectable  • House farm bill passes 224–200, and why that vote matters  • pesticide language stripped and what MAHA proves politically  • year-round E15 pulled and why refiners still drive the debate  • Prop 12 stays in the House bill, and why the Senate may not  • fertilizer cost-price squeeze tied to global supply disruptions  • longer-term plan to reshore fertilizer production to the US  • USMCA issues that need fixes without blowing it up  • ag labor reform as the next legislative pressure point  • new farmer aid timing, ag disaster needs, and drought risk  • Mexico border reopening delayed again by screwworm cases  We’d love to see it on the paid premium side. To be part of this costs $25 a month or $250 annually at agbull.com. Go over to tradethenews.com, tell them the AgBull boys sent you.  Support the show

    41 min

  4. 1 MAG

    Paul Neiffer the AG CPA | Check's in the Mail

    www.agbull.com 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 sit down with Paul Nefer to unpack the farm policy changes that actually move money, from SDRP top-ups to base-acre expansions and shifting ARC/PLC payments. We also talk through OBA payment-limit headaches and why USDA guidance and paperwork can be the difference between clarity and chaos.  • SDRP “double-up” mechanics and why Stage 1 gets more  • Payment limits, AGI thresholds, and why entity type matters  • Why farmers don’t get compensated for basis  • Base-acre increases, planting history, and what stays protected  • Why the ARC/PLC signup timing change helps decisions  • How 2025 ARC vs PLC gets paid at the higher rate  • Farm bill vote update and what got left out  for$25 a month,$250 a year, you get the whole suite.  But by my blog at uh Substack is farmcpareport.com. If you want to subscribe to it, it's free to subscribe, however, it's also a paid service  Support the show

    46 min

  5. 29 APR

    Cow Guy | Stocks | Bonds | Commodities

    www.agbull.com We catch up with Scott “The Cow Guy”  to make sense of a market day that breaks the usual rules, with crude oil surging while the NASDAQ holds firm. We connect the dots between Fed policy, bond yields, inflation hedging, and what farmers and ranchers can do right now to protect margins.  • cross-asset read on equities, bonds, and commodities as one system  • Why oil can spike while stocks look through it  • VIX behavior and what muted volatility can imply  • Fed meeting fallout and why rate cuts get pushed out  • Kevin Warsh's background and how Fed leadership works as a committee  • Scott Bessent's story and how tariff timing can prevent market stress  • grains outlook for corn, soybeans, and wheat with energy tailwinds  • fertilizer and input-cost risk heading into next season  • hedging mindset for producers using downside protection  • China concentration risk for US agriculture and the case for diversifying demand  • cattle fundamentals behind record prices and the ground beef shift  • energy as an event-driven market and why high prices can cure themselves  • gold, silver, and copper as portfolio tools and signals  • classic pit stories and what floor trading taught about execution  If you’d like a free trial of Trade The News, go to Trade The News and tell them the Ag Bull Boys sent you  Support the show

    46 min

  6. 24 APR

    Wiesemeyer's Perspectives | 2nd Round of SDRP Payments Approved

    www.agbull.com 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 sort the week’s ag market noise into what actually moves prices, from Iran-driven crude oil swings to wheat drought risk and shifting spreads across corn, soybeans, and cattle. We also dig into USDA reforms, major farm payments, and the policy fights that could shape fertilizer, biofuels, and trade for months. • Geopolitics and volatility filters for grain and energy markets  • Weekly board moves across corn, soybeans, meal, soybean oil, wheat, cattle, hogs, and the dollar  • Wheat drought concerns and why condition ratings matter early  • USDA and NASS plan to modernize surveys and rebuild trust in ag statistics  • Breaking labor risk at a Cargill beef plant and what it could mean for supply  • Fertilizer reshoring strategy, including incentives, permitting, and tariff politics  • SDRP supplemental disaster relief payments rising from 35% to 70%, and a deadline extension  • Base acres expansion timeline and what producers should watch at FSA  • New world screwworm cases in Mexico and the knock-on effects for border policy  • USDA reorganization moves food safety and research roles into regional hubs  • Food inflation outlook, including beef and eggs forecasts  • Year-round E15 procedural hurdles plus 45Z and sustainable aviation fuel as the next catalyst  • China summit odds and signals for U.S. ag exports  • Fed transition headlines, FOMC expectations, and why it matters for risk assets  • Supreme Court review of Roundup labeling and federal vs state authority  • Virginia redistricting fight and potential impacts on House control  Tell the good folks at Trade the News that the Ag Bull Boys sent you, and they'll get you on a free trial.  If you want premium content, visit www.agbull.com.  Contact Tommy and his people, and we'll set it up for you. Support the show

    42 min

  7. 17 APR

    Wiesemeyer's Perspectives | Strait of Hormuz Open for Biz

    www.agbull.com 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 open with a fast-moving read on commodities, as cotton rallies, wheat becomes a weather story, and volatility becomes the price of admission for anyone trading ag markets. We then connect the dots between cattle headlines, geopolitics-driven energy swings, and policy fights in Washington that shape farm margins long after the screen stops flashing green.  • cotton rebounds toward 80 cents, and why funds matter  • corn, soybeans, and wheat driven by drought and freeze risk  • cattle on feed comes in near expectations, and tight supply remains  • feeder cattle limit-down shock tied to Mexico border reopening fears  • using fast newsflow tools and why volatility cuts both ways  • USDA data users meeting and the problem with low survey response rates  • Iran and the Strait of Hormuz are moving crude oil, stocks, metals, and fertilizer  • fertilizer timeline realities and what domestic production could take  • China's foot and mouth disease risk and potential import implications  • May Trump-Xi summit and soybean purchase compliance enforcement  • screw worm updates, sterile fly facility, and phased border reopening expectations  • Rollins testimony on USDA budget cuts, CCC borrowing authority, SNAP, bird flu, specialty crops, and right to repair  • Farm Bill 2.0 timeline, amendment fight, and the politics behind farmer aid  • midterm election outlook and what approval ratings can change  Please click like, subscribe to the YouTube channel, and subscribe to Apple Podcasts and Spotify Podcasts. Wherever you get content, you can find us at AgBull Media. Support the show

    48 min

  8. 11 APR

    Wiesemeyer's Perspectives | Corn Hits Lows As Soymeal Surges

    www.agbull.com 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 through a fast-moving week in which grains sag, soybean meal heats up, cotton rallies, and energy headlines start to steer inflation and farm input costs. We connect the Strait of Hormuz news to crude oil, diesel, interest rates, fertilizer prices, planting weather, and what Congress may actually deliver next. • corn hits a six-week low and charts turn bearish • soybean meal strength tied to spread unwinding and feed coverage needs • wheat pullback after a rally, with drought still a backdrop • cotton at 12-month highs while cattle make new contract highs • WASDE was viewed as uneventful, with attention shifting to next month • direct US-Iran talks and why the Strait of Hormuz matters for markets • crude oil’s steep weekly drop and what it could mean for diesel • CPI and core inflation read through the lens of energy • core PCE reinforces a higher for longer Fed stance • USDA FBA payouts update and the April 17 signup deadline • E15 faces a patchwork of state and local compliance rules • the case for higher ethanol blends as gasoline demand slows • Rollins teases a major policy announcement as fertilizer prices surge • Kansas City Fed survey points to rising operating loans and stress • planting weather delays, drought pockets, and the first soybean planting report • Congress returns with E15 language, disaster aid, and farm bill questions Sign up for a trial. Tell them the AgBull boys sent you. Tell them you were watching Wiesmeyer’s Perspectives, and they’ll give you a free trial of Trade the News. www.agbull.com, $25 a month, or you could save a little money, $250 annually. Producers have until April 17th to sign up for the FBA effort covering the major crops. Support the show

    43 min
Elenco completo (105)

Descrizione

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.

Informazioni

  • Creatore
    Tommy Grisafi
  • Anni di attività
    2021 - 2026
  • Puntate
    105
  • Classificazione
    Contenuti adatti a tutti
  • Copyright
    © 2026 AG Bull
  • Sito web del podcast
    AG Bull

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