PODCAST · business
AG Bull
by 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.
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AG Squawk with Davis Michaelsen | Markets, News, and 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 keep it quick and useful on a quiet market day, with soybeans leading the grains while livestock trades under pressure. We connect Brazil’s tightening stocks, stubborn fertilizer prices, and the latest crop progress numbers to what it means for harvest risk and farm margins.• light market open and a quick format shift without the scheduled guest• Brazil soybean and corn outlook pointing to tighter ending stocks despite big harvests• El Niño risk and why a thinner inventory cushion can turn into price volatility• fertilizer pricing drivers including export restrictions, sulfur costs, and slow supply rebuilds• why efficiency in phosphate application matters most in a high input-cost year• USDA crop progress highlights for corn, soybeans, wheat, and cotton• futures settlements across grains and livestock plus spread talk in hogs• weather outlook with heavy rain and flooding potentialTake your marketing by the horns with AgBull Intel. Visit AgBull.com or call 855-737 Farm for the details.Tommy'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.
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AG Squawk AM 9/15/2026 with Jed Sidwell | Beef Packers Are Finally Making Money Again
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.We open the morning with the numbers that set the tone for grains, weather risk, and demand, then move into what traders are watching next across agriculture and the broader economy. We also flag the key reports and where to find our daily market coverage across video and audio. • early grain futures levels for corn, soybeans, and Chicago wheat • flood-risk rain in the Northwestern Corn Belt and what it could disrupt • beneficial moisture chances for winter wheat areas in the Southern Plains • NOPA soybean crush expectations and why the print matters for demand • beef packer margins turning higher and what that signals for cattle • 10-year Treasury yield hitting the highest since 2007 and why ag should care Make sure and watch Ag Squawk wherever it's the most convenient for you. Tommy'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.
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AG Squawk with Davis Michaelsen | Chris Winward Swift Trading
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.We talk through the post-WASDE mood and why price action can flip even when the numbers look supportive on the surface. We also zoom out to farm income pressure, export demand, energy-driven costs, and how we think about hedging when volatility and headlines hit out of nowhere. • 9/11 reflection and the value of remembering unity • FAPRI baseline showing gradual erosion in US net farm income through 2031 • Export inspections and why demand still matters at higher price levels • Quick market rundown across corn, soybeans, wheat, cattle, and hogs • Chris Winward’s path through music, rodeo, and into futures trading • Corn WASDE aftermath including yield cuts, feed and residual, and fund length • Soybeans back above $13 and what could confirm a real rejection of $12 • China commitments, trade rhetoric, and why headline shocks feel normal now • Wheat pricing on the world market and supply offsets beyond the Black Sea • Harvest weather, selling pressure risk, and how energy supports the bean complex • Cattle break-evens, consumer demand limits, and the role of managed money • Options strategies, target orders, and planning scenarios before panic hits • Crude oil and diesel volatility and why hedging diesel is uniquely tricky • AI risk chatter, data center rumors, and why everyone is talking about it If you're not an AgBull subscriber, let me urge you to become one. Check out all the lavish services that we provide and the valuable info at AgBull.com. That's at AgBull.com. Tommy'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.
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AG Squawk AM 9/14/2026 with Jed Sidwell | Rapid-Fire Morning Update to Start the Week!
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 Monday morning ag tape, from overnight corn, soybeans, and wheat to feeder cattle strength and softer lean hogs. We connect the dots between a split Corn Belt weather pattern, a nuanced WASDE corn balance sheet, drought-stressed pastures, and a crude oil spike that could raise diesel costs into harvest. • Feeder cattle higher while lean hogs trade lower • Corn, soybeans, and Chicago wheat quoted off overnight action • Northwestern Corn Belt rain risk with potential flooding • Dry line across the southern Corn Belt opening harvest window • USDA corn yield cut plus feed and residual demand adjustments • Drought map focus on key cattle areas and pasture conditions • Earlier winter feeding implications for corn stocks, roughages, and forages • Brent and WTI crude oil jump after Saudi pipeline disruption concerns • Export inspections timing plus crop progress after the close • Protecting the bottom line with puts or LRP after cattle market correction Reach out to us. We’d love to hear from you. Tommy'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.
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Wiesemeyer's Perspectives | Diesel Fuel Explodes Higher
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.We start with where 9-11 hit us personally, then shift into a fast, practical rundown of the week’s ag markets and the policy headlines that can move prices. We connect USDA crop numbers, global conflict, diesel, interest rates, and Washington timelines into a clear watch list for the next few weeks. • Jim’s 9-11 memory and why it still shapes how we think about history • Weekly board review across corn, soybeans, wheat, cotton, cattle, and hogs • Corn yield cut, stocks to use, season average price, and the next key USDA dates • North Dakota yield reality, early harvest concerns, and why October pricing matters • Soybean carryout surprise, why futures broke and what to watch next on demand • Wheat exports, technical damage and Black Sea shipping and insurance risk • Sorghum, cotton and rice fundamentals including world cotton stocks and India’s role in rice • Ag Bull tools and the new markets and policy scorecard to simplify the noise • Cattle strength, feeder flows, beef import policy and producer sentiment • Diesel price spike, distillate stocks and the export control chatter • Fed meeting expectations, inflation pressure and what higher rates mean for ag financing • Farm bill markup odds, McConnell’s presence and what can really pass before elections • Trump-Xi summit stakes, tariff talk, and why it matters for US commodity demand Go to AgBull.com and say, "I want to be on Jim's list." Tommy'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.
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AG Squawk with Davis Michaelsen | WASDE Whiplash
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.We hustle through a short Friday market report from Nashville, breaking down the latest USDA WASDE numbers and the midday futures reaction across grains and livestock while markets are still open. We also step back for a September 11 reflection on memory, unity, and why it’s worth telling the story to the next generation. • Flash corn sale to Mexico for the 2026-27 marketing year • Delayed export sales with corn and soybeans above expectations and wheat below • Early “duck and cover” trade in grains before the USDA data • Corn WASDE with a lower yield estimate and a higher on-farm price projection • Soybean WASDE with tighter ending stocks and a higher on-farm price projection • Wheat weighed down by larger global crops and world ending stocks • Post-report price action with grains turning lower while cattle rally and hogs weaken • Additional notes on mixed signals across ag including livestock demand concerns • Weather outlook for wheat country rain chances plus fire weather and storm risks • September 11 remembrance and a personal story of seeing the second plane hit • Quick recap of this week’s guests and a preview of Monday’s market talk Tommy'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.
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AG Squawk AM 9/11/2026 with Jed Sidwell | WASDE Morning Market Check
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.We set the table for WASDE report day with a fast look at cattle, hogs, and grain prices, plus a weather forecast that could help winter wheat while bringing heavy rain to parts of the Corn Belt. We also break down softer US pork exports, rising imports from Canada, and record diesel prices that could squeeze harvest costs.• live cattle, feeder cattle, and lean hogs price check• corn, soybean, and wheat quotes ahead of key reports• rainfall outlook across the northwestern Corn Belt• improving moisture prospects for Plains winter wheat areas• WASDE release time and why volatility is likely• US pork exports down again with Japan as the bright spot• higher pork imports from Canada and what it may signal• diesel at record highs and the refinery-driven disconnect• CPI, export sales, and Michigan sentiment on the calendarIf you're not already subscribed, I encourage you to go on over to our website at AgBull.com and look at some of the things that you have offered to you with a premium subscription, text updates, a morning newsletter, morning cattle updates, premium videos.Tommy'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.
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AG Squawk with Davis Michaelsen | Cathy Eagan-Spicer | Listen Up Stay Safe
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.A PTO doesn’t care how experienced you are, how tough you feel, or how fast you think you can move. Today’s conversation is built around that uncomfortable truth, starting with a quick run through the grain, livestock, and energy backdrop producers are juggling right now: diesel price anxiety, crude volatility tied to conflict, and a market mood lift as China books major U.S. soybean purchases. We hit the numbers, the headlines, and what they signal for real farm margins. Then we go deeper with Cathy Egan Spicer of Listen Up Stay Safe. Cathy shares her family’s story from North Dakota after her father was caught in a power take-off while checking grain, a moment that triggered amputations, infection battles, a hyperbaric chamber treatment to stop gas gangrene, and nearly a year of hospitalization and rehab. We talk about the “ripple effect” that reaches far beyond the injured person: spouses, kids, coworkers, the community, and the long-term medical and emotional costs that show up months and years later. We also get practical about preventing the next call nobody wants to make: keeping PTO guards in place, slowing down around rotating equipment, avoiding solo work when possible, and carrying a phone on your body instead of leaving it in the cab. If you’ve ever brushed off a safety reminder because you’ve “done it a thousand times,” this story brings it back to real life. Subscribe, share this with someone who runs equipment, and leave a review so more farm families hear it before harvest gets moving.Tommy'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.
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AG Squawk AM 9/10/2026 with Jed Sidwell | What If the Biggest Risk Is Ignoring Outside Markets?
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 ag markets setup, from cattle and hog moves to overnight grain strength and a weather shift that finally brings helpful moisture. We also prep for the WASDE report, zoom out to beef imports versus exports, and connect an AI chip headline to why outside markets can still move agriculture.• Live cattle, feeder cattle, and lean hogs closing levels as a quick demand check• Overnight quotes in December corn, soybeans, and Chicago December wheat• Rain reaching the southeastern Corn Belt and Southern Plains with benefits for hard red wheat• Cooler Northern Corn Belt temps and the feel of fall heading into harvest• WASDE report expectations, wide estimate ranges, and why education beats guessing• Using USDA data for hedging and fall risk management• US beef prices attracting competition and widening the import-export conversation• TSMC revenue surge, AI chip demand, and why macro and tech headlines matter• Caterpillar as a real-world link between ag and data center buildout• Today’s economic calendar: jobless claims, PPI, home sales, natural gas, EIA stocksTommy'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.
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AG Squawk with Davis Michaelsen | Greg Mulherin | Newell Machinery Company
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.We catch up with our longtime friend Greg Mulherin in Iowa and trace how a music degree turns into three decades of millwright work that keeps grain and biofuel facilities running. We break down what upstream manufacturing really looks like, from bucket elevators and conveyors to labor shortages, supply chain shocks, and the new competition for skilled trades. • quick market recap across grains and livestock • Greg’s career path from spraying fields to VP at Newell Machinery • Cedar Rapids area crop conditions and harvest setup • what millwright work means in real terms, keeping factories aligned and operating • how conveyor systems move massive volumes, plus global shipments and field service • why old wooden elevators still show up in the wild • retrofitting as upsizing for capacity, not running equipment faster • how tariffs, Ukraine-linked stainless inputs, and COVID-era shortages affect projects • ethanol and biofuels expansion tied to policy, credits, and infrastructure timing • labor force constraints, lead times, and knowledge loss from retirements • data centers as labor magnets that reshape local construction economics • why integrated shop plus field teams matter when failures happen fast Visit Agbull.com today. Visit Agbull.com or call 855-737 Farm. Tommy'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.
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FREE EPISODE: Fat Tuesday with Mike Sands | BIG NEWS IN BEEF
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.Big headlines are easy. The hard part is figuring out what actually changes the cattle market when drought, forage, and tight inventories are already doing the real work. We sit down to sort through the recent executive orders and proclamations, why talking down beef prices can still pressure fed cattle and feeder cattle, and whether new retention-style programs can move the needle when pasture and hay are the binding constraints.From there, we get practical: CRP haying and grazing access, what late rains can and cannot fix as grazing season winds down, and why wheat pasture moisture matters in the Southern Plains. We also tackle the meat inspection chatter and direct-to-consumer beef sales, including what likely stays the same for interstate commerce, why inspection still protects demand, and why selling beef is a different operation than feeding cattle.Then we dig into the numbers that drive decisions. The Cattle on Feed report setup points to historically small feedlot placements, record small marketings, and a stubbornly large share of cattle on feed over 180 days that can squeeze marketing flexibility and amplify price swings. We close with trade flows: record beef imports pulled in by high U.S. prices, exports that trend lower, and what strong basis levels may be signaling for futures. Subscribe, share this with a cattle producer friend, and leave a review with the one market question you want us to answer next.Tommy'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.
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AG Squawk AM 9/9/2026 with Jed Sidwell | Mexican Imports, Crop Ratings, and Diesel Prices Spike
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 a rapid morning check of livestock, grain markets, and weather, then zoom out to what’s driving risk across agriculture right now. Diesel’s sudden jump, shifting rain patterns, and changing Mexican cattle import volumes set the tone for how we think about margins in a volatile week.• live cattle, feeder cattle, and hog futures strength and what it signals• corn, soybeans, and wheat levels alongside a quick market scan• flash flooding in the Midwest and rain shifting toward the Southeast Corn Belt• crop progress holding steady and why Stonex differs from USDA in key states• Mexican cattle import volumes and what reopening ports could change• diesel versus gasoline divergence tied to a refining bottleneck and global headlines• economic calendar items to watch for market impact• where to stream the show and the daily livestream scheduleI highly encourage you to go to our website at agbull.com to get all of the news that you need to stay informed in volatile markets.Tommy'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.
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AG Squawk with Davis Michaelsen | Eric Snodgrass | Weatherman
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.We talk with atmospheric scientist Eric Snodgrass about why late-summer heat can lock in, what “Godzilla El Nino” really means, and how it could tighten harvest windows across the heart of U.S. crop country. We also connect El Nino to winter storm risk, drought relief, South America planting pace, and the questions farmers ask when weather feels unmanageable. • a quiet grain tape and a strong livestock day setting the market tone • why ridges of high pressure create persistent heat and accelerate soil moisture loss • what El Nino is at the wind level, not just ocean temperatures • how El Nino “tilts the odds” toward a wetter harvest and a more active southern storm track • practical harvest planning, including the risk of fewer workable field days • drought coverage now and what could change by spring • why extreme rain and flooding are always geography-dependent • a straight answer on climate change focused on evidence and farm decision-making • what to watch in Brazil and Argentina for soybeans and second-crop corn • why on-demand media beats TV for deep weather education Visit Agbull.com or dial 855-737-Farm for all the details Tommy'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.
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AG Squawk AM 9/8/2026 with Jed Sidwell | Wetter Forecasts, Brazilian Soybeans, and Oil near $100
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.We kick off the morning with a fast, grounded look at grains, livestock, and energy after the holiday weekend, tying price action to what’s changing right now. We also dig into why the latest weather shift, Brazil’s soybean history during El Nino, and the reality of packer margins matter for how we think about risk. • Live grain and livestock quotes and what they signal early • Wetter, cooler forecast and why a pattern flip matters for yield expectations • Brazilian soybean harvest context during El Nino years and the limits of simple assumptions • Executive orders affecting livestock and the economics behind processing capacity • Packer margins in the beef space and why scale and timelines shape industry structure • Brent crude’s surge toward $100 and what geopolitical shocks can do to ag inputs and volatility Watch Ag Squawk wherever you would like on YouTube, Spotify, Apple Podcasts. Tommy'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.
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AG Squawk AM 9/4/2026 with Jed Sidwell | Friday Ag Markets Snapshot
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 a fast Friday morning markets check, then dig into weather risk and why yesterday’s grain volatility matters for your next move. We also look at fat cattle basis tightening against futures and touch the interest rate headlines that could shape broader market tone.• lean hogs and grain markets quotes with a quick volatility read • heat wave risk for the Southwestern Corn Belt and Southern Plains • 11 to 15 day rainfall outlook and why winter wheat moisture matters • corn rally recap tied to soybean export news and fund movement • practical marketing steps like setting a price floor and moving cash corn • fed steers cash compared to futures and what narrowing basis may signal • JD Vance comments on interest rates plus the short economic calendar and Jobs Report Go to our website at Agbull.com to become a premium subscriber and pick our brains. Tommy'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.
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AG Squawk with Davis Michaelsen | The AgBull Team Roundtable
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.We break down a wild trading day where grains dive overnight, reverse on Black Sea headlines, and still leave farmers thinking hard about harvest sales and re-ownership. Then we zoom out to outside markets, cattle’s explosive rally, and the risk management moves that matter when volatility shows up fast. • Export sales takeaways for corn, soybeans, and weak US wheat demand • Sharp overnight selloff and the intraday bounce across wheat, corn, and beans • How Black Sea peace talk and fresh conflict reports whip prices around • Outside markets impact from Fed talk, bond yields, and currency moves • Re-ownership after cash sales and why overnight orders matter • Protecting downside risk when a bull move tempts complacency • Cattle and feeder futures surge, plus what the import story really looks like • Drought map reality in cattle country and what it means for feed and forage • Hedging feed costs and paying attention to back months Tommy'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.
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AG Squawk AM 9/3/2026 with Jed Sidwell | Market Speed Run for Corn, Beans, and Cattle
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 a quick morning checklist for ag markets, from livestock closes and grain quotes to weather risk and headline pressure. We focus on what actually changes the outlook, including soybean oil’s reversal, Nebraska’s prime grading dip, and how geopolitics and today’s data calendar can add volatility. • Live cattle, feeder cattle, and lean hogs closes and what the tape implies • Sponsor mention and how we pull live market quotes • Northern Corn Belt rain chances versus ongoing southern heat and dryness • Soybean oil gap higher then pullback and why crush matters for soybeans • Nebraska prime grading drop and possible explanations to watch • Trump and Iran headlines as a volatility factor • Key economic releases scheduled for the morning • Where to listen and how to catch daily live streams Tommy'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.
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AG Squawk with Davis Michaelsen | Kris Huebsch | Otter Berry Farms
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.We open with a wild ride in grains and livestock, then head north to Otter Berry Farm to see how strawberries, animals, and fall events turn a row-crop operation into a destination. Kris Huebsch walks us through the real timelines, labor, and weather risk behind berries, plus why inviting the public onto the farm can cut through food misinformation. • Grain and livestock market recap including the $13.00 soybean line • Ethanol production and stocks plus key energy inventory signals • Otter Berry Farm’s origin story and the “otter” name explanation • Sandy soil, irrigation needs, and why it fits strawberries and beans • Why pick your own strawberries works and how local demand showed up fast • June-bearing vs day-neutral strawberries and the 14-month revenue reality • Rotation windows, weed pressure, winterkill, and the labor it takes to keep fields clean • Agritourism ideas that pull people in including corn pit play and farm animals • Food education and food safety trust built through real farm touchpoints • Adult microbrew corn maze nights plus family-friendly night maze options • How the corn maze is designed with GPS mowing, drones, and repeated path maintenance Please take your marketing by the horns with Ag Bull Intel. Visit AgBull.com or give us a call at 855-737 Farm. Tommy'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.
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AG Squawk AM 9/2/2026 with Jed Sidwell | Chevron In Venezuela And Your Feed Bill
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’s biggest ag market signals, from a sharp break in cattle to steadier hog trade alongside firm grain prices. We connect weather shifts, ethanol demand strength, pasture stress, and a major oil headline to what could move corn, wheat, fertilizer, and livestock next.• live cattle and feeder cattle weakness while lean hogs hold steady• overnight corn, soybeans, and Chicago wheat quotes and what they imply• active northern Corn Belt rain pattern plus a better southern Plains outlook for winter wheat planting• ethanol crush running well above the five-year average and near the top of the recent range• poor pasture conditions across key heifer replacement states and why it matters for herd decisions• Chevron expanding production in Venezuela and potential ripple effects into oil, fertilizers, grains, and livestock• S&P Agricultural Index posting a rare 13-day green streak• stacked economic calendar items to watch for market volatilityGo to our premium side. Call us at 855-737-Farm.Tommy'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.
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AG Squawk with Davis Michaelsen | Brad Downing | Beans In The Teens
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.Beans jump back into the teens while Brad Downing explains why extreme rain and hidden field damage could still rewrite yield expectations. We connect drone scouting, nutrient stress, harvest safety, and forward marketing so decisions rest on what’s real, not what looks good from the road.• soybean export sale headline and updated crop condition context • Purdue ag economy barometer and why strategy skills matter • need for trusted marketing help and a written plan • what the Dirt Book is and why replicated on-farm research wins • drone scouting after historic rainfall and why roads lie • uprooted corn versus goosenecking and what that means at harvest • combine safety mindset when running lower and plugging increases • heat dome effects on maturity and stress acceleration • nitrogen loss versus potassium dilution and late-season tissue signals • why late applications of K and micros may protect grain fill • market outlook tied to widespread yield risk plus geopolitics • wheat acres and crop mix questions if margins improve • 2027 pricing, break-evens, and protecting downside risk • land affordability, starting farming, and why farm profit fuels towns • checking on neighbors and mental load during a tough season Tommy'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.
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AG Squawk AM 9/1/2026 with Jed Sidwell | BIG Day in Ag Market News
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.We run a rapid morning dashboard of cattle, hogs, corn, soybeans, and wheat, then connect the overnight grain spike to weather risk and a major EPA policy surprise. We also break down a new USDA heifer retention protection concept and end with why higher Treasury yields can squeeze farm margins even when commodity prices improve. • early price action in live cattle, feeder cattle, and lean hogs • new crop corn, November soybeans, and Chicago wheat levels after an overnight spike • September heat wave impacts and tropical storm rain potential for Texas • EPA small refinery exemptions and 1.76 billion RINs affecting the 2025 RFS • soybean oil gap higher and what it implies for crush demand • USDA Ranchers First Initiative and the Brand endorsement for bred heifer retention risk • 10-year and 30-year yield moves and why interest rates hit operating notes • key reports on the calendar including Purdue Ag Sentiment and manufacturing PMIs Tommy'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.
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AG Squawk with Davis Michaelsen | Brian Hoops | Commodity News Hits Mainstream Media
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.We size up the late-August market mood as grains brace for September, with early seasonal lows, heavy fund positioning, and weather stress colliding at once. We also zoom out to cattle demand, wheat planting challenges, and biofuels policy so you can make clearer marketing calls heading into harvest. • harvest safety reminder as combines roll • export sales and export inspections context for corn soybeans and wheat • shifting seasonal tendencies with lows arriving earlier than past decades • fund length in corn and what crowded sentiment can signal • why mainstream media attention can align with market tops • cattle market pressure from trend-following funds despite improving demand signals • how upcoming private crop estimates could validate or break corn’s rally • soybean yield concerns from ratings and double-crop heat stress • wheat planting incentives versus Plains dryness and Black Sea realities • EPA exemptions RVO chatter and implications for soybean oil and ethanol Visit AgBull.com or phone us 855-737 Farm for the details. Tommy'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.
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AG Squawk AM 8/31/2026 with Jed Sidwell | How Much Of Today’s Price Action Is Weather And War?
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 tense Monday morning tape where heat-driven weather risk, choppy grain futures, and border cattle news collide with major Middle East escalation that could move oil and ripple through every market. We share actionable corn risk thoughts, question the real supply behind reopening cattle imports, and explain why speed of information matters when volatility hits. • Live quotes across hogs, corn, soybeans, and Chicago wheat • Central and southern US heat wave outlook and what it could mean for crop stress • Reduced flooding risk in parts of the Northern Plains and Corn Belt as storm counts dial back • Corn market split between $6 talk and “crop is fine” views • Practical push to get protection in place before harvest decisions lock in • Southern border cattle import ports reopening and capacity claims • Doubts about Mexico’s available cattle supply after feeding more internally • Iran escalation and why oil moves can spill into ag markets fast Go ahead and go on to our website at agbull.com and join our premium side. Tommy'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.
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Wiesemeyer's Perspectives | Extreme Volatility Corn, Wheat, Soybeans & Cattle
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.We track why grain and energy markets are whipping around as crude jumps on breaking news from Iran and wheat, corn, and soybeans push to multi-year highs. We also break down how EPA biofuel decisions, fund positioning, and global trade flashpoints stack risk and opportunity right in front of harvest. • crude oil spike after reported U.S. strikes tied to Strait of Hormuz mine activity • weekly performance across wheat, corn, soybeans, meal, cotton, and why cattle lags • liquidity and spread issues in spring wheat versus board wheat • managed money buying spree and what record-long corn means for volatility • EPA small refinery exemptions backlog and Renewable Fuel Standard uncertainty • RINs, soybean oil whiplash, and the politics of trying to lower gasoline prices • Congress returns, continuing resolution vote, and why farm bill timing slips • Jobs report stakes, Fed chair messaging, and dollar implications for ag exports • USDA crop progress, crush data, farm income update, and Farm Progress Show focus • China soybean demand signals, possible summit, and why South American weather matters • Black Sea shipping constraints and Canada retaliation risks, especially dairy Go over to the Ag Bull website and say, I want to be on Jim's list Tommy'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.
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AG Squawk with Davis Michaelsen | Shaun Haney | What's UP with Canada
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.We unpack the US Canada tariff mess with Sean Haney and lay out the timeline from early warnings to a sudden breakdown that leaves agriculture stuck in the crossfire. We pressure-test the political narratives with trade stats, real supply chain links, and the on-the-ground consequences for farmers, ranchers, and consumers. • building a clear timeline of the tariff escalation and the negotiating collapse • why affordability is the political fuel for retaliation • how autos, steel, aluminum, and forestry drive the real fight • what “tipping points” look like when key decision-makers jump in • why Canada walking away plays well at home but raises economic risk • the integration reality: energy, Line 5, and Midwest reliance on Canadian heavy crude • potash as a red line for both countries and a direct farm input cost issue • cultural differences in negotiation styles and why emotions create bad decisions • what trust means for USMCA and why snapback threats poison deals • why tariffs won’t rebuild the cow herd and what that means for beef prices • pork as the value protein and what demand should do next Visit AgBull.com or call 855-737 Farm. Tommy'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.
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AG Squawk AM 8/28/2026 with Jed Sidwell | When Markets Move Fast Do You Protect or Pray?
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 strong overnight grain rally, dig into what’s driving corn’s move, and lay out a simple way to protect a price floor without giving up upside. We also question the real world timeline for Brazilian beef imports and preview what markets want to hear from Kevin Warsh at Jackson Hole. • Livestock and grain closes, with an overnight pop in new crop corn, soybeans, and Chicago wheat • Wet August in Nebraska, more rain ahead, and where flooding risk sits across the Plains and Upper Midwest • Corn market momentum and why buying puts can set a floor before harvest • Managing put protection during a bull run, including rolling puts as futures rise • Brazilian beef import headlines, supply chain timing doubts, and what producer groups are pushing for • Jackson Hole preview, rate expectations, and the University of Michigan sentiment release Make sure and follow us on our social medias.Tommy'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.
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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.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.
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AG Squawk AM 8/27/2026 with Jed Sidwell | Poverty Grass No More and NVIDIA Pops
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 setup across grains and livestock, then zoom out to the two forces that can flip the board fast: a building heat wave and geopolitics driving Chicago wheat. We also connect NVIDIA’s earnings pop to outside-market influence and lay out the key economic reports to watch today. • overnight pricing across corn, soybeans, Chicago wheat, live cattle, feeder cattle, and lean hogs • sponsor mention of Plus500 T4 Trading Software used for daily trading • weather outlook with scattered Northwest Corn Belt storms and a major heat wave risk into early September • Chicago wheat limit move tied to Russia headlines and the impact on export flows and US demand • cattle packer margins turning positive and why it matters for cash trade and forward weeks • NVIDIA earnings surge, AI sentiment, and how outside markets can affect ag markets • economic calendar items including export sales, jobless claims, and natural gas storage Tommy'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.
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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 importsVisit 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 speakerTommy'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.
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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.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.
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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.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.
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AG Squawk AM 8/25/2026 with Jed Sidwell | Crop Conditions, Cattle Trade, And A Gold Check-In
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 morning’s ag market moves, from livestock futures to grain pricing, and connect them to weather stress and shifting crop conditions. We also track the reopening of the Mexican border for cattle and zoom out to the macro backdrop, including gold, the US dollar, and key economic reports. • live cattle, feeder cattle, and lean hog futures performance • wheat, corn, and soybean quotes plus Russia export tariff headlines • limited rain outlook and extreme southern Oklahoma heat streak • topsoil moisture declines and what they signal for crop conditions • Mexican border reopening details, early heavyweight crossings, and margin implications • gold near a three-month high tied to dollar weakness and Treasury bond buyback plans • quick scan of today’s economic calendar releases I encourage you to visit our premium site at agbull.com. It’s $25 a month or $250 annually. Tommy'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.
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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.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.
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AG Squawk AM 8/24/2026 with Tommy Grisafi
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.We react to the ProFarmer Crop Tour numbers and what they signal for corn rationing and soybean pricing as harvest approaches. We also connect the dots between interest rates, geopolitics, and real-world farm decisions, from equipment loans to export risk. • ProFarmer Crop Tour takeaways, bullish corn vs softer soybeans • Why lower corn yield estimates force demand rationing • How interest rates hit housing, equipment, and farm financing • Geopolitical risk and the Strait of Hormuz as a market input • Trade friction with Canada and broader policy uncertainty • Cattle market headwinds and anger over increased beef imports • China visit watch and why it matters for seasonal soybean pricing • Where we get quotes and breaking news during the trading day If you're looking for a relationship, if you're looking for information, I will tell you futures and options aren't for everybody, but information is. And we have a nice information package for $25 a month, $250 annually. If that's something that interests you, hop on over there. Also, Mr. Jim Wiesmeyer is switching to a subscription-based model. If you're not on the list, you need to go to the Agbo website and say, hey, I want to be on Jim's list. I want to get the coupon for when he goes for a pay-for-service. Tommy'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.
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Wiesemeyer's Perspectives | Pro Farmer Corn Surprise And The Signals To Watch
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.We race through a weekend stack of market-moving headlines and lay out why the Sunday night open could set the tone for corn, soybeans, and cattle. We connect Pro Farmer’s corn estimate, China’s soybean reserve auctions, Black Sea wheat disruption, and a political shock in beef imports to the one thing that matters most: how price holds up into Monday’s close. • Weekly market recap with corn, soybeans, wheat, and cotton leading • Pro Farmer corn yield and production gap vs USDA and why magnitude matters • What to watch on the open interest and the Monday close after a Sunday gap • Field-level reality on drought vs flooding and why basis can lead futures • Soybean weather timing and the “don’t sleep on beans” warning • China Sinograin soybean auctions and why clearance rate beats headline volume • Black Sea logistics risk and how delayed buying can shift wheat demand • Cotton uptrend backed by exports, crop stress, and fund positioning • Trump ground beef import idea vs cattle on-feed placements shock • Why feeders carry leverage to both corn and placements • Hog market pressure and how higher feed costs squeeze margins • Canada trade talks collapse, tariff timing, and ethanol exposure • Outside markets, including the dollar, bonds, gold, and Iran sanctions risk into China If we could help you in any way, don't be afraid to reach out. www.agbull.com.Tommy'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.
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AG Squawk with Davis Michaelsen | The Godfather of AgBull Tommy Grisafi
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.Markets whip around at midday, and we connect the dots between big export sales, five dollar corn, and the weather driven yield uncertainty showing up across the Corn Belt. We also dig into a cattle headline shock, why outside markets suddenly matter again, and the risk tools we lean on when producers feel overexposed. • USDA daily sales and what they signal for export demand • Midday futures check on corn, soybeans, wheat, cattle, and hogs • Cattle market reaction to talk of importing discounted beef grinds • Five dollar corn psychology plus crop tour yield chatter • Drought pockets, flooding reports, and why fringe acres matter • Outside market drivers including bond buying, quantitative easing, and a weaker dollar • USDA survey fatigue and the push for better, faster crop data • Hedging discipline, scale up selling, and using options to keep upside • LRP, futures, and options as practical risk management tools under stress Visit AgBull.com or call 855-737 Farm Tommy'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.
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AG Squawk AM 8/21/2026 with Jed Sidwell | A Truth Social Post Could Rattle the Cattle Market Today
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.We start the morning with a fast, usable snapshot of cattle, hog, and grain markets, then shift to a hotter, drier forecast that could change late-season yield ideas. We also read President Trump’s ground beef import announcement and explain why it could matter for cattle prices and rebuilding the U.S. herd. • live cattle, feeder cattle, and lean hog performance from the prior close • corn, soybeans, and Chicago wheat levels with a choppy overnight tone • renewed Southern Plains heat and dryness and what it signals for risk • warmer turn in parts of the Corn Belt and why localized weather still rules • ProFarmer Crop Tour implied yield drop and the potential production impact • Trump’s tariff-free ground beef import plan and our concerns on market share • why importing more beef may conflict with rebuilding the domestic cow herd • chart of the day on Moderna, Merck, and links to ag pharma • key calendar items including PMI data and the Cattle on Feed report I highly encourage you to go on and subscribe to our premium site at AgBull.com. Tommy'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.
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AG Squawk with Davis Michaelsen | Kip Tom | Modernizing USDA Crop Data
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.We run the market closes and export sales, then dig into why USDA NASS data has become a flashpoint for farmers and traders. Kip Tom joins us to lay out what modernization could look like, from satellites to machine data, and why rebuilding trust is the real mission. • Market settlements across corn, soybeans, wheat, cattle, and hogs • Export demand signals and what they suggest for near-term tone • Why USDA NASS survey participation drops from the 80s to the 30s • How satellite imagery and radar can improve planted acres and yield estimates • Where farm machine data fits and why it must be anonymous and optional • Who uses NASS data across the ag supply chain and why county data matters • Listening sessions, producer trust, and the risk of private paywalled data • One farm one file, digital certification pilots, and reducing farmer burden • Automation parallels with the National Weather Service and staffing concerns • Congressional approvals, project partners, and next steps • Weather rundown plus a few lighter notes to close Tommy'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.
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AG Squawk AM 8/20/2026 with Jed Sidwell | ProFarmer Crop Tour Signals and Market Moves
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 key market signals to start the day, from livestock weakness to grain strength, and connect the moves to weather and the ProFarmer Crop Tour. We also zoom out to the demand side with Walmart’s outlook and flag the economic reports that can shift sentiment quickly. • live cattle down while hogs stay resilient • corn, soybeans, and wheat quotes with a focus on new crop corn at $5 • Corn Belt flooding concerns followed by a drier forecast • late-August heat break potential for the Southern Plains • ProFarmer Crop Tour nearing the finish and states coming in under USDA August estimates • why the Crop Tour and weather are fueling the rally • cattle market pressure from border news, expectations for cattle on feed, and other negative headlines • Walmart’s sales outlook, tariff refund talk, and why end-sale demand matters for agriculture • today’s economic calendar watchlist: export sales, jobless claims, natural gas storage I encourage you to hop on over to our premium side, $25 a month, $250 annually, to catch that Mike Sands show. Tommy'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.
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AG Squawk with Davis Michaelsen | Jesse Allen Breaks Down What Rural America Is Saying
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 market day where grains catch a bid, livestock feels pressure, and crop tour talk starts to confirm that field problems can be bigger than they look from the road. Jesse Allen joins us to connect the dots between ag policy gridlock, land-use fights like data centers, and the shifting realities of how farm broadcasters reach rural America today. • outside markets, ethanol stocks, and energy inventory notes that shape the backdrop • grain and livestock settlements, plus what the day’s price action suggests • crop tour confirmation and why the market reacts to proof • Jesse’s path from rural Iowa to national ag radio and digital shows • farm bill odds before the midterms, SNAP error-rate debate, and the vote-count reality • data centers, prime farmland, generational land transfer, and rural broadband gaps • cattle market headwinds, packing consolidation, and the K-shaped beef demand story Visit Agbull.com. Give us a call, 855-737 Farm. Tommy'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.
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AG Squawk AM 8/19/2026 with Jed Sidwell | When Weather, Yields, and Geopolitics Collide
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 a fast market and news brief, from live grain quotes to Midwest flooding that keeps pushing crop worries higher. We also flag what the Pro Farmer Crop Tour is suggesting about corn yields, preview the cattle on feed backdrop, and close with geopolitics plus today’s key economic reports. • Live check on corn, soybeans, and Chicago wheat levels • Flood watches across central Illinois and Indiana, with saturated soils and damaged roads • Crop condition ratings slipping and what that signals for corn yield expectations • Pro Farmer Crop Tour takeaways and why it can challenge USDA state estimates • Cattle on feed report ahead amid plant issues, border shifts, and screw worm headlines • UAE suspends trade with Iran, Strait of Hormuz shipping disruption, and market risk • Economic calendar scan including EIA energy stocks and FOMC minutes I highly encourage you to go over and subscribe to our premium site. It's $25 a month or $250 annually. Tommy'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.
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AG Squawk with Davis Michaelsen | Acre Hedge | Prediction Markets For Farm Risk
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.We talk with the Acre Hedge team about prediction markets built for agriculture and why they can target risks that don’t fit neatly into futures, options, or crop insurance. We push past the hype to get concrete on how “stakes” work, how markets settle, and what it takes to earn farmer trust. • grain, livestock, and weather context that frames why risk tools matter • Acre Hedge’s pivot from risk management software to ag prediction markets • Ray Chung’s background from Wall Street innovation to edamame processing • Todd Larson’s fintech platform experience and how it shapes security and usability • Zoe Kent’s role connecting farm audiences to practical hedging ideas • what “stake” means and how investors and farmers meet in the same market • why clear definitions and black-and-white settlement rules are non-negotiable in ag • the difference between hedging and pure betting, plus the nonprofit pool approach • regulation timelines, common compliance questions, and tax concerns • why simpler sizing and no margin calls can lower the barrier versus futures accounts • how payouts, wallets, and next-day ACH withdrawals work Tommy'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.
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AG Squawk AM 8/18/2026 with Jed Sidwell | Soybean Crush, Hog Health, and a Surprising Bond Market
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 a quick morning scoreboard for grains and hogs, then zoom out to the weather and macro signals that can shake up prices later in the week. We also dig into record July NOPA soybean crush data, a small but important PRRSV improvement, and why the 30-year Treasury yield deserves a spot on every ag trader’s radar. • Live price check on corn, soybeans, Chicago wheat and lean hogs • Why early-week trade can look calm before late-week volatility • Cooler, drier shift for parts of the northern Corn Belt and heat relief into Kansas and Oklahoma • NOPA July soybean crush at 216.5 million bushels and what the slower daily pace suggests • PRRSV decline in sow farms and why farrowing-house health matters most • 30-year Treasury yield near 5.33% and how outside markets can hit agriculture • ADP employment, housing starts, building permits and pending home sales on the day’s calendar If you have anything you'd like to see in future shows, make sure and let us know. And head on over to our website at www.agbull.com. Tommy'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.
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AG Squawk with Davis Michaelsen | Dan Hueber | Soybeans Pop As Corn Eyes Five Dollars
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.Soybeans lead a strong start to the week while corn climbs toward a potential breakout, and we test whether today’s rally is just noise or the start of something bigger. Dan Huber joins us to connect crop tour reality, key technical levels, and demand signals that could reshape price expectations into harvest. • export inspections recap for corn, wheat, and soybeans • crude oil and geopolitical tension as an outside-market risk factor • December corn technical line in the sand near the upper 490s • yield risk discussion tied to dryness, heavy rain, and possible nitrogen loss • how fertilizer prices and cutbacks can echo into next season’s yields • the “Voice Of The Tomb” seasonal trading dates and why they still get cited • NOPA crush takeaways and why soybean oil stocks matter more than ever • China’s seasonal buying window and how politics can amplify the narrative • global soybean production versus record global usage • Brazil and Argentina crop status plus El Niño risk into the next cycle • cattle market resilience, consumer pushback risk, and feedlot margin reality • hog pricing, export steadiness, and seasonal tendencies into fall Visit Agbull.com or call 855-737-Farm Tommy'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.
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AG Squawk AM 8/17/2026 with Jed Sidwell | Corn Belt Flood Watch
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 Midwest deluge colliding with Southern Plains drought and explain why that weather split can jolt grain futures overnight. We also check livestock prices, unpack record retail beef levels, and flag why Strait of Hormuz shipping headlines can spill into energy and farm input costs. • early market snapshot for live cattle, feeder cattle, and lean hogs • live quotes for corn, soybeans, and Chicago wheat • flash flooding across key Corn Belt states and what it looks like on the ground • drought in Oklahoma and Texas with limited near-term rain chances • how weather uncertainty feeds overnight moves in grain futures • retail beef at record prices and what could test demand • Strait of Hormuz traffic slowdown and why to watch energy markets • chart of the day on sports betting behavior and the risk of treating it like investing • economic calendar with crop inspections and crop progress timings Make sure and follow us on our social media accounts. Tommy'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.
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Wiesemeyer's Perspectives | 1000 Year Flood Hits Indiana
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.We start with a hard-earned lesson from Indiana’s storm damage: being prepared saves money, stress, and relationships when the grid fails. Then we connect the dots across USDA numbers, crop tour risks, geopolitics, energy, and livestock shifts that are moving real prices in agriculture. • power outages as a real-world risk model for farms and households • weekly commodity moves across corn, soybeans, wheat, cotton, cattle, and hogs • the five biggest drivers: Russia-Ukraine, extreme weather, Tyson changes, energy, and a rail merger fight • USDA acreage and yield shifts, with corn carryover tightening near key stocks-to-use levels • Why soybeans hold up better with China buying and inventory moves • flooding and heat impacts that the Pro Farmer Crop Tour may not fully capture right away • data centers in rural America, farmland tradeoffs, and pressure on power and water costs • Black Sea port strikes and the “uninsurable” risk that can shock global wheat prices • US-Iran pressure, shipping chokepoints, and what higher crude means for diesel and fertilizer • Jones Act waiver extension and why agriculture is wary of rail consolidation • Tyson plant closures, packer margins, and structural questions in the beef complex • screwworm stabilization, phased border reopening, and the Mexico value-added question • demand pull setup to watch through export sales and user coverage Really appreciate it if you click like and subscribe. Drop a comment down below. If you'd like a free trial, head over to Trade the News and tell them the Agble boys sent you. If people aren't on your newsletter, they need to visit the Agull website, go to Contact Us, and say, "I want to be on Jim's newsletter." Tommy'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.
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AG Squawk | Davis Michaelsen & Jim Wiesemeyer
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.We break down a wild Friday where corn and wheat surge while livestock fights heavy pressure, then zoom out to the real drivers: yield risk, global weather damage, and rising geopolitical tension. We also connect the dots among beef-processing shakeups, mCOOL politics, energy costs, and a new land competitor moving into rural America.• grain strength tied to export demand and worsening U.S. and European weather• Why a lower corn yield can flip stocks-to-use into a demand-pull market• France corn condition and Europe drought as a major production story• Beef processing expansion colliding with a shrinking cattle herd and plant closures• What Tyson’s consolidation signals for shackle space and rural jobs• mCOOL momentum in the Senate and the hurdles in the House, WTO, and USMCA• Black Sea port strikes raising a lasting wheat risk premium and shifting buyer habits• Iran, Strait of Hormuz risk, firm crude oil, and a thinner U.S. SPR cushion• Fertilizer, diesel, and harvest-time input costs as a hidden market driver• Data centers in farm country competing for land, power, and waterGo to agbull.com and go on there and say, I want Jim’s newsletterTommy'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.
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197
AG Squawk AM 8/14/2026 with Jed Sidwell | TYSON PLANT CLOSURE
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.We wake up to a major shock for the beef business as Tyson closes its Joslin, Illinois cattle plant, then we connect the dots to what that means for cattle movement, capacity, and market volatility. We also run through livestock and grain prices, extreme U.S. weather, and the key economic reports that can move trading sentiment today.• breaking news on the Tyson Joclin, Illinois cattle plant closure • recap of live cattle, feeder cattle, and lean hogs closes • overnight grain market quotes for corn, soybeans, and Chicago wheat • flash flooding across the Corn Belt and evacuations in Indiana • record Southern Plains heat and what it can mean for ag • how plant closures change slaughter capacity and cattle routing • why Tyson cites inefficiency after a beef CEO change • what to watch at the market open plus retail sales and Michigan sentiment Make sure and call your broker. Call to us if you need any sort of advice or want to know what we're thinking. Our number is right there on the screen, or go ahead and go to agbull.com.Tommy'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.
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196
AG Squawk with Davis Michaelsen | Bill Bullard | What's Next for the Cattle Industry?
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.We sit down with Bill Bullard of R-CALF USA to untangle why record retail beef prices can coexist with painful volatility for cattle producers. We trace the push to restore mandatory country of origin labeling and how imports, market concentration, and policy choices shape the future of the US cattle herd. • why the US cattle industry keeps contracting and why succession is harder • how imports and relaxed standards can pressure a market that already underproduces • what mandatory country of origin labeling (COOL) is and why beef lost it in 2015 • where the new COOL language sits in the Farm Bill process and what “WTO compliant” could mean • why retail beef prices can rise while live cattle prices fall and what that signals • how packer and retailer concentration affects margins and price discovery • why heavier carcass weights show up in tight supply cycles • the case for import limits, antitrust enforcement, and Packers and Stockyards Act action • New World Screwworm update and why the border closure matters Take the markets by the horns with AgBull.com, $25 a month. Or hey, get two months free on us. It’s actually on Tommy. Get two months free, $250 for an annual subscription. Tommy'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.
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195
AG Squawk AM 8/13/2026 with Jed Sidwell | WASDE Corn Yield Cut and Flooding Threaten Crops
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 overnight board, then zoom out to the two stories driving the morning: flooding across the northern Corn Belt and a WASDE corn yield cut that changes the tone of supply expectations. We also dig into the packer margin debate, then connect the dots to falling oil prices and a packed economic calendar. • live cattle and feeder cattle finish lower while hogs trend modestly higher • grain quotes hold steady overnight as traders digest new catalysts • catastrophic flooding in southeast Indiana and the risk of unharvestable acres • WASDE report cuts corn yield near 180.1 and shifts supply expectations • packer margins debate and why processing and branded programs add value • oil drops on softer demand forecasts despite Middle East tension headlines • export sales, jobless claims, PPI and other key reports on the calendar If you have any things you'd like to see in the show or any comments or questions, make sure and leave them down below.Tommy'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.
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ABOUT THIS SHOW
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.
HOSTED BY
Tommy Grisafi
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