Ag Squawk | Jared Dillian & Davis Michaelsen | How To DJ Techno And Hedge Chaos

Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.We go from a real-time ag markets check to a wide-ranging macro talk with Jared Dillion on why calm markets can be the most dangerous. We dig into volatility, AI-driven speculation, metals, politics, and a simple diversified portfolio designed to help you sleep at night.• quick read on grains and livestock alongside shifting sentiment and inflation data• Jared’s view of leverage, zero DTE options, and why he stays bullish on volatility• Why South Korea and Taiwan semiconductors matter to U.S. tech and the AI trade• the “every shortage is followed by a glut” framework applied to AI capex• What Jared looks for in gold price action and why silver offers right-tail upside• Why deflation could be the next big worry if the tech bubble breaks• a practical definition of a bubble tied to money made versus effort• how technology booms often crash, go sideways, then finally deliver real winners• The “Awesome Portfolio” concept: stocks, bonds, gold, cash, real estate at 20% each• bond market sentiment as a contrarian signal when longtime bulls capitulate   Go to daily dirtnap.com, hit the subscribe button. or call 855-737 FarmTommy's Premium Subscription: www.agbull.comAgBull Audio and Video LinksApple MusicSpotifyYouTubeTikTok Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.