AG Bull

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 fast, practical morning check on livestock futures and grain futures, then connect the dots between heat, rain chances, and slipping crop ratings. We also revisit screw worm risk with a measured update, flag a key geopolitics headline, and end with the day’s economic calendar.• Live cattle, feeder cattle, and lean hogs futures snapshot • Soybean, corn, and Chicago wheat quotes and overnight direction • 48-hour forecast read, Corn Belt rain setup, and persistent extreme heat • Crop progress report declines in good to excellent corn and soybeans • State-by-state contrasts in drought and rainfall, why the macro view can miss local reality • Screw worm status near the border, what “controlled” actually means, and steady husbandry focus • Trump meeting Zelensky headline and where we point you for daily ag policy coverage • ADP employment change, retail inventories, housing price index, and consumer confidence on the calendar Make sure and leave a comment down below. if you'd like more Ag Bull in your life, go ahead and follow us on our social medias. Then maybe pop over to our website and check out our premium 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. 

Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.Markets sell off hard across grains and livestock, and we walk through the closes while asking why a supposed weather market can still drop this fast. We also connect the crude oil plunge and Iran uncertainty to broader commodity volatility, then end with the week’s heat-driven forecast and a few offbeat history notes. • early technical difficulties and a quick solo format • corn, soybeans, wheat and the soybean complex closing lower • feeder cattle limit down and widespread livestock pressure • crude oil selloff and geopolitics as a volatility source • “broken glass” analogy for splintered conflict risk • whether the move is a healthy correction or technical damage • extreme heat warnings, storm risk and drought versus excess rain impacts • Ag PhD Field Day travel and broadcast plans • items of mild interest plus the bagpipes “Ag Injustice” Go to AgBull.com, visit our premium side there. You can get text alerts. I mean, heck, there are people that you can call if you just want to talk to somebody about these markets. Agbull.com, or of course you can call 855-737 Farm, 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. 

Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.We’re watching a brutal heat wave collide with fresh cattle market headlines, and we lay out what that mix can do to volatility. We recap where live cattle, feeder cattle, and lean hogs closed, then zoom in on the border reopening, fertilizer pressure, and the cash-futures link you can use right now. • Live cattle, feeder cattle, and lean hogs weekly close recap • Record heat across key Plains locations and what extreme swings mean for stress and performance • DAP fertilizer staying elevated, with energy and supply chain factors to watch • USDA border reopening timeline and why it may not mean an immediate flood of imports • July 1 on feed context and the idea of a historically large front-end supply • Chart of the day showing tight correlation between cash and nearby futures • Key economic releases, including durable goods, export inspections, and crop progress Follow us on all our socials. Not to mention, we'd like to have you on the 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. 

Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.We lay out why war headlines, extreme heat, and shifting trade policy are hitting grains and cattle at the same time, then sort the signal from the noise so you can make cleaner market decisions. We also explain why we are moving toward text alerts and paid research, because faster information and better tech cost money. • moving Jim’s updates toward text alerts and a paid newsletter while protecting legacy readers • breaking down weekly action in corn, soybeans, wheat, cotton, cattle, and hogs • explaining why overnight lows matter for corn fill and why free weather apps overstate extremes • tracking fund positioning, short covering, and what “penny calls” really mean • reading the cattle inventory and cattle on feed reports for supply clues • assessing the phased reopening of southern border cattle flows and the feeder cattle impact • mapping tariff risks, forced-labor trade rules, and possible upside for US cotton exports • connecting Iran conflict risk to crude oil, diesel prices, and farm input costs • outlining Black Sea shipping disruption and why wheat stays headline-driven • previewing Farm Bill timing, E15 questions, and farmer aid debates Go under Contact Us and say, I want to subscribe to Jim's free newsletter. 1-855-737 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. 

Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.We recap a wild day in ag markets, including wheat’s sharp selloff and recovery, then bring in Shaun Haney to give a clear-eyed Canadian view on crops, costs, smoke, and trade. We leave with a practical perspective on how politics, weather, and global headlines squeeze farmers on both sides of the border. • wheat volatility tied to Ukraine headlines, thin volume, and options expiration • corn and soybeans recovering after early weakness, with livestock strength holding • Shuan Haney’s Real Agriculture story and why he covers a North American beat • Western Canadian crop conditions, canola and spring wheat potential, and the need for timely rain • farm input costs plus rising fixed costs making profitability harder to pencil • wildfire smoke realities, wind direction, and why cooperation beats finger-pointing • how Canada’s farm program framework differs from the U.S. farm bill process • USMCA/CUSMA tariff leverage, dairy and alcohol blowback, and regional stakes inside Canada • Canada-China dynamics, canola exports, EV imports, and risk to the North American auto pact  Call 855-737 Farm. Check out the Real Ag Radio podcast wherever you get your 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. 

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 market pulse, from a higher close in livestock to a weather pattern that feels unusually extreme for late July. We then dig into why wheat prices are climbing fast, how to read the cattle on feed numbers with healthy skepticism, and where new AI rules could ripple across business and media. • Livestock markets closing higher across cattle and hogs • Late July cool snap and record lows across parts of the Corn Belt • Severe weather setup risk for northern and northeastern areas • Wheat price surge tied to Black Sea conflict and constrained trade • Record low wheat supplies across major exporting regions • Shifting consumer demand for wheat products amid diet trends • Cattle on feed report as a useful estimate with survey limitations • Using AI to summarize reports before deeper reading • Amazon labeling rules and New York synthetic performer disclosure law • Key economic calendar items including PMI, new home sales, and USDA reports If you have any questions or any comments, we'd love to hear them. Our emails are linked below, as well as all of our social medias where you can find us, comment, and message all the time. 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. 

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 fast-moving day across grains, crude oil, and livestock with Brian Hoops, then connect the dots between war risk, weather stress, and the return of market premium. We also dig into export demand, yield uncertainty, fertilizer availability, and the price levels that matter for producers heading toward harvest. • crude oil rally and how war premium leaks into agricultural markets • corn and soybean summer lows as potential longer-term support • export sales context and why China buying changes the tone • wheat strength tied to Black Sea disruption and global supply • Europe heat and U.S. export opportunity • the yield debate between USDA numbers and private models • genetics and modern farming practices supporting crop resilience • upside targets and realistic downside retracement levels • fertilizer price versus fertilizer availability heading into 2027 • livestock markets needing demand and exports to turn the trend Get useful news from TradeTheNews. May I quickly direct you to AgBull.com, where you can dig deeper with Ag Bull Intel, 855-737 Farm. 855737 Farm. Take the markets by the horns with 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. 

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 fresh overnight rally in grains and connect the move to shifting crop weather across the Midwest. We also break down a steep feeder cattle drop, preview the Cattle on Feed report, and tie in stock market volatility driven by AI spending and higher oil. • livestock recap with live cattle down, feeder cattle sharply lower, lean hogs steady • Corn Belt forecast with short-term cool relief and weekend heat returning • Heavy rain and flooding risk in the mid-Atlantic, drought relief for dry areas • Grain markets rallying overnight as crop conditions drive price discovery • Cattle-on-feed setup with front-end supply buildup and heavyweight cattle pressure • Stocks slipping after Alphabet and Tesla earnings and rising AI cost concerns • Oil strength linked to overseas conflict and broader market risk tone • Heifer retention data as a small but meaningful herd rebuild signal If you need more AgBull in your life, I highly recommend going over on the premium side 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. 

Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.We bring in ag-focused IT and cybersecurity pro Chris Sherman to explain why farms are now prime targets for hackers and what practical defenses actually matter. We walk through simple upgrades like better email, stronger passwords, and MFA, plus the real-world tech that keeps a farm connected and monitored. • why agriculture is a top cybercrime target and what ransomware can disrupt • what TechSupport.farm does and why ag-specific IT support matters • how a fence check finds holes in your digital defenses • why free email accounts increase phishing and fraud risk • managed IT that improves Wi Fi, networking, and multi-site connectivity • EDR and MDR explained as layered cybersecurity protection • farm camera systems for livestock monitoring and theft prevention • rural connectivity options including Starlink and carrier support • quick wins like password managers, 12+ character passwords, and MFA You can get all the details, text alerts, daily info, and more at AgBull.com or call 855-737 Farm and become a subscriber to 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. 

Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.The market didn’t just wobble today, it lurched. We jump right into the live cattle and feeder cattle futures break, then unpack what’s actually driving the pressure: a softer cash tone, an extremely strong basis, beef prices drifting lower with the season, and packer margins stuck deep in the red. When you pile on a large front-end supply of fed cattle and record heavy carcass weights, the “why” behind the volatility starts to come into focus fast.Mike Sands helps us sort through the signal versus the noise as we preview two major USDA reports coming at the end of the week: the Cattle on Feed report and the mid-year cattle inventory report. We talk about what it means if feedlot inventories stay above last year, why cattle on feed over 180 days matters so much for marketing flexibility, and how heavy weights can keep fed beef tonnage near or above last year even if the national herd feels historically tight.We also zoom out to the longer game. Heifer retention may be inching higher, but drought and stocking rates can change plans overnight, and the cattle cycle turns slowly. On top of that, higher corn prices, stronger basis, and rising energy costs are reshaping break-evens at the worst possible time. We close with a hard look at feeder cattle supply, the impact of the southern border closure, and why Mexico’s feeding industry may have permanently changed the old import math.If this helped you think clearer about what comes next, subscribe, share the show with a cattleman or trader who’s watching these swings, and leave a quick review so more people can find us.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. 

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 morning numbers across cattle, hogs, and grains, then zoom out to the two forces that can change sentiment fast: weather shifts at home and headline risk abroad. We track cooler Corn Belt forecasts, Brazil’s rain-delayed safrinha harvest, and how Iran-driven oil spikes can spill into inflation and interest-rate expectations. • Live cattle, feeder cattle, and lean hog closes and what looks steady versus mixed • Quick check on soybeans, new crop corn, and Chicago wheat futures • Cooler temperatures across the Corn Belt and where rain chances show up next • Brazil safrinha corn harvest pace and why wet weather slows fieldwork • Cattle on Feed report timing and what we’re watching into Friday • Iran conflict headlines, crude oil jump, and the knock-on effects for rates and broader markets • EIA energy stocks and other key items on today’s economic calendar Find it on our website, Agbull.com. We’d love to have you there. $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. 

Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.The crop ratings look decent at first glance, then the conversation turns to what’s lurking underneath: heat at the wrong moment, warm nights that don’t let corn “cool down,” and a growing divide between fields that caught the right rain and fields that didn’t. We walk through the latest crop progress numbers, why spring wheat is sliding hard in parts of Montana and the Dakotas, and how a returning heat ridge can quietly change the yield story before the next report even hits.After a quick, practical look at the morning markets across corn, soybeans, wheat, cattle, and lean hogs, I’m joined by Rachel Fishback from Southeast Iowa, better known online as Iowa Farm Mama. Rachel creates Pride of Pork and Pork Industry News on Acres TV, and she’s on a mission to show what people never see: how hog barns are built, why slat and facility remodels are booming as costs surge, and how many skilled people stand behind a “safe, reliable protein” on your plate. She also shares what’s happening outside her window, from violent downpours to river gauges that keep river bottom farmers on edge.We get into the harder stuff too: expensive inputs, stretching manure farther, and the cultural hurdle farmers face when they’re raised to stay humble but the world still demands answers. You’ll leave with a clearer view of Midwest weather risk, pork industry trends, and how to tell an honest farm story without turning it into a sales pitch. Subscribe, share this with a friend who cares about agriculture, and leave a review telling me what topic you want us to tackle 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. 

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 the market drivers that matter before most people finish coffee, from a sharp rebound in live and feeder cattle to the newest crop progress numbers. We also track a mixed U.S. weather setup, a disappointing Tropical Storm Bertha rain story, and tariff news out of Canada that could spill into key agricultural products. • Live cattle and feeder cattle bounce higher, lean hogs edge lower • 120-hour forecast shows cooler temperatures in parts of the Corn Belt and Central Plains • Rain misses in parts of the Upper Midwest while the Ohio Valley looks wetter • Tropical Storm Bertha fails to deliver the rain the dry South hoped for • USDA crop progress: corn down one point, soybeans up one point • Spring wheat ratings drop hard, led by Montana’s sharp decline • Canada tariff headline under Section 338 and potential impacts on dairy, barley, and wheat • ADP employment change on the day’s economic calendar • Teasers for Ag Squawk P.M. and the Fat Tuesday cattle show with Mike Sands Make sure to look on all channels for Ag Squawk. 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. 

Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.We come into Monday expecting more downside, then watch soybeans, corn, and cattle flip the script with a broad rally that forces us to rethink the drivers. With Brian Grete from Commstock, we separate weather talk from real demand signals, fund positioning, and the technical levels that can keep a move alive. • quick market recap across grains and livestock • soybean rally drivers tied to China demand, biofuels optimism, and fund money flow • soybean technical breakout dynamics around the $12 area • wheat spreads, Black Sea backdrop, and why wheat tries to find its identity • corn framed as a holding pattern while traders wait on USDA crop condition ratings and August estimates • cattle selloff context, cash market pressure, boxed beef weakness, and what packers can tolerate • key cattle catalysts ahead with cattle on feed and cattle inventory reports • lean hogs rebuilding a cautious uptrend while futures wait on the cash index • New World screwworm treated as a background risk unless spread accelerates Call 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. 

Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.We track an overnight rally in grains, then connect the move to a mixed U.S. weather map and shifting rain prospects in the Black Sea. We also flag a fresh screwworm update for livestock producers and explain why crude oil volatility tied to Strait of Hormuz risk can bleed into ag markets. • Overnight strength in corn, soybeans and Chicago wheat after weeks of pressure • Drought and 95-to-100-degree heat across the western Corn Belt and Central Plains • Tropical storm risk for Florida and parts of the East Coast • Black Sea rainfall window supporting wheat before a drier turn • Grain price levels to watch and why the Sunday night open matters • New World screwworm update at 39 animal cases and the two competing spread narratives • Crude oil futures whipsaw and what geopolitics does to energy markets • Export inspections timing and Crop Progress as near-term catalysts • Recommendations to catch the afternoon show and recent guest insights Make sure and check that out at our website at agbull.com because we'd love to have you subscribe on the premium side of things. 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. 

Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.We connect the biggest shifts in ag markets, from a sharp cattle break and rising beef imports to a grain rebound powered by fund flow, export demand, and tighter global supply signals. We also tie war risk and trade policy to real-world input costs, then map what Washington and USDA reports could change next. • weekly market performance across corn, soybeans, wheat, cotton, cattle, and hogs • Why wheat leads on Black Sea disruption and European crop concerns • cattle futures down hard with cash strength creating a gap to watch • beef import trends and supplier shifts are adding pressure to cattle • managed funds rotating back into grains as seasonal lows get tested • China demand signals and what trade commitments may mean through 2028 • soybean oil rally linked to tariffs, tallow flows, and biofuel demand • key USDA cattle inventory and cattle on feed data as a near-term catalyst • US-Iran conflict risk flowing into crude oil, diesel, and fertilizer costs • Congress focuses on the USMCA, Farm Bill, E15, additional farmer aid, and CCC limits • Bayer pulling the glyphosate petition after farm group pushback • Fed independence, interest rates, and what credit means for farm risk If you want to get on Jim's newsletter, 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. 

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. 

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 smoky Midwest morning and what heat and limited rainfall could mean for stressed wheat areas, especially spring wheat. We also break down a Kansas City wheat surge tied to Russia Ukraine conflict risk, then zoom out to beef demand strength and a NASDAQ slide driven by AI and chip fears. • Lean hogs holding near $100 with limited movement across months • Smoke and air quality concerns plus hot, dry weather risk for wheat regions • Kansas City wheat limit-up move tied to Black Sea export disruption risk • Retail beef prices staying high while demand indicators remain resilient • NASDAQ 100 sell-off and why outside markets still matter for agriculture  I encourage you to join us on the premium side. 25 bucks a month or 250 annually. You can join the AgBull team.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. 

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 a rough day in grains and cattle while leaning into what Indiana fields actually look like right now, from variable stands to tar spot risk and nitrogen questions. Brad Downing and Kyle Brumley of Cross Creek Ag Solutions explain how replicated on-farm testing and a biology-plus-chemistry mindset can protect ROI when margins are tight. • Quick market check across corn, soybeans, wheat, cattle and lean hogs • Cross Creek Ag Solutions mission and why they focus on education and ROI • DERT dynamic intensive replicated testing with full-field reps • Indiana crop conditions including planting windows, rainfall swings and drown-out spots • Nitrogen loss concerns and tar spot conditions without local blowups yet • Farm economics pressure driving fertilizer cutbacks and cash flow constraints • Blending biological products with traditional fertility to unlock tied-up nutrients • Chicken litter as a valuable but finite soil health tool • Yield ceiling debate and why biology may keep raising potential • Hybrid-specific population trials to find the best ROI seeding rate • Practical advice including cost of production, marketing discipline and tissue sampling CrossCreekag.com. You can find us on all social media outlets, YouTube, Apple, and Spotify. Take the market by the horns with 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. 

Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.We track the morning’s ag market signals, from cattle and hog moves to grain quotes that set the tone for risk. We also connect drought-stressed weather patterns to the soybean volatility and the widening price gap between ground beef and cheaper proteins. • Live cattle weakness and feeder cattle firmness in key months • Lean hogs back in triple digits and what that signals • Grain market quotes and what to watch next • Western Corn Belt and hard red wheat belt dryness with hot overnight lows • Mid-South drought risk and why it stands out seasonally • Soybean demand uptick versus South America price advantage • Ground beef priced far above chicken and pork while demand holds • Choice-or-better grading jump and fewer select cattle • What cattle grading trends could mean for lean grind imports If you have any questions or have anything you’d like to see on the show, make sure and drop a comment on any platform where you’re watching. 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. 

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 wheat surge and a midday snapshot of grains and livestock, then shift to a boots-on-the-ground conversation about agronomy that directly improves farm profits. Zach Hefty explains how Ag PhD teaches practical crop science and why their Field Day draws thousands by focusing on real research instead of a sales pitch. • Quick grain, cattle, and hog market check plus what is driving wheat • Ag PhD mission and how agronomy education ties to yield and profit • Farm Basics and why clear explanations matter for non-farm audiences • Acres TV as a free “Netflix for agriculture” style platform • Ag PhD Field Day overview including plots, speakers, food, and logistics • Why the event stays one day and what makes the plot tours different • Choosing late July for crop growth stage timing and a gap in fieldwork • How farmers mix AM radio, podcasts, and social media to learn • Current heat and drought conditions in South Dakota and what it means in-season If you're watching on YouTube, don't forget to like and subscribe and share this bad boy around to all your friends who may be interested. Just go to agphd.com to pre-register and to learn more. 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. 

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 morning numbers across livestock and grains, then zoom in on the overnight grain rally and what the screen is signaling right now. We also flag the weather split across the Corn Belt, preview the NOPA soybean crush report, and connect Wall Street’s AI-driven momentum to today’s macro calendar. • Live cattle and feeder cattle selling off across the board • Lean hogs mixed with firmer front months and weaker back months • Corn and wheat leading an overnight grains rally while beans lag • Rain expected in the eastern Corn Belt through the weekend • Mostly dry pattern for the western Corn Belt and hard red wheat belt • NOPA soybean crush and oil stocks outlook and why crush demand matters • Morgan Stanley earnings and how the AI wave is lifting trading and banking • Today’s schedule for mortgage applications, PPI, EIA energy stocks, and the Fed’s Beige Book Hey, make sure and tune in to Mr. Davis Michaelsen this afternoon. Go ahead and catch that on all platforms where you find media, YouTube, Spotify, Apple Music. If you can't get enough and said, Jed, you didn't go over cattle quite enough today, I encourage you to go over to the premium side. $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. 

Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.We roll through a fast market recap, then pivot hard into cattle after a surprise power outage changes the day’s guest plan. We break down why cattle futures are under pressure even with tight long-term supply, and why cash signals, weather stress, and risk planning matter right now. • corn, soybeans, and wheat close and what actually moved markets • Why mid-July demands a real harvest selling plan for cash flow • range-bound corn trade and what could break it • China demand expectations and why wheat could be a sleeper • crude oil volatility and harvest diesel risk management • How ag media is changing fast and why companionship beats “content” • cattle correction talk, front-end supply, and perishable reality in July heat • cash market strength, basis, and why local sale barns still set the tone • beef-on-dairy growth, beef imports for the grinder, and what shifts next • New World screwworm status and broader cattle health headlines tied to weather Please make sure to like, subscribe, and share this bad boy around. 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. 

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 morning checklist that moves ag markets, from cattle and hog futures to weather risk and an overnight grain slide. We also dig into a record-large managed money short in lean hogs and a surprising Apple lawsuit tied to OpenAI and the broader AI trade story. • Live cattle and feeder cattle pricing snapshot across contracts • Lean hogs selling pressure and what it signals • Warming and drying outlook with 100+ degree heat in the Northern Plains • Ongoing dryness in the hard red wheat belt and the timing of possible relief • Sharp overnight drop in corn and soybeans with wheat less affected • Managed money positioning in lean hogs near the largest gross short since 2006 • Tight supply narrative with a small US sow herd and higher productivity • Apple suing OpenAI over alleged trade secret theft and why AI still matters to traders • Key economic calendar items including NFIB, ADP, CONAB and CPI 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. 

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 choppy market day, then zoom in on why crude oil headlines and a friendlier USDA report have corn traders starting to lean bullish. We also talk weather risk, export demand, fund positioning, ethanol and soybean oil, then leave you with a clear hedging idea for December corn. • mixed closes across grains and livestock, with crude oil shooting higher • Why Strait of Hormuz headlines keep reigniting the energy market • What the latest USDA numbers change for corn ending stocks and demand • How heat and rainfall forecasts can push December corn out of a range • Field-level crop checks from central Illinois and how that frames yield risk • Export inspections, China potential, and why demand still matters • Balanced fund position and how it can fuel a move either direction • Ethanol demand basics, RINs at a high level, and soybean oil’s strength • Actionable grain marketing thoughts on HTAs, carry, and the Dec-Mar spread 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. 

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 a wild morning where crude oil surges, stocks slide, and ag markets react in real time. We connect the dots between energy, inflation, interest rates, grain futures, cattle costs, and the weather threats that matter most during pollination. • crude oil strength and why it ripples through farm expenses • grain market snapshot for corn, soybeans, wheat, oats, soybean oil, and meal • outside markets pressure and what it signals for risk appetite • Why higher input prices can push interest rates higher • cattle market struggles and the cost of placing cattle • Iran and the Strait of Hormuz headline as a recurring market disruptor • pollination weather setup, the dome, and what ridge riders could change • Europe and wheat risk, including Black Sea impacts • USDA report reaction and why the corn balance sheet matters • key technical levels on December corn: 440 support and 480 resistance • What to watch next: Fed speakers, export inspections, and crop progress If you enjoy the show, AgSquawk AM is free. Ag Squawk in the afternoons with Davis is free. If that's something that interests you, subscribe. 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. 

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 week where grains jump on a mix of USDA surprises, Black Sea risk, and a forecast that keeps getting hotter at night. We connect the dots between demand pull, fund positioning, and policy headlines that can swing energy, fertilizer, and farm margins fast. • weekly price moves across corn, soybeans, wheat, cotton, cattle, and hogs • Why higher feed costs and interest rates squeeze livestock • USDA calling the smallest US wheat crop since 1970 • Corn ending stocks cut, and why the August 12 survey matters • Azov Sea and Kerch Strait disruption as a wheat market trigger • veg oil signals, canola watching, and imported biofuel positioning • overnight temperatures as a real corn yield risk • rainfall extremes and why “average” weather disappears • World corn stocks down, plus what funds can do next • China tariff talk rumors and what it could mean for ag exports • Iran and the Strait of Hormuz as an energy and fertilizer factor • USMCA renegotiation leverage and a reality check on Spain trade • Congress agenda, potential farmer aid, and year-round E15 pressure • RFS 2028 timing likely slipping and what EPA staffing changes mean • screwworm spread in Texas and why wildlife detection matters • NCGA input cost gap vs Brazil and what lawmakers may chase next Text it to your friends. Click like and subscribe. If you want to go the other side, $25 a month, $250 annually, you can go to the Ag Bull website 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. 

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 market-moving USDA report with Jim Wiesmeyer, from a wheat rally driven by tight stocks to corn and soybeans leaning bullish on demand. We also zoom out to the next yield milestones, weather risk, and the policy headlines that could steer farm prices for months. • wheat crop outlook tightest since 1970, Plains drought impacts, and falling ending stocks • corn framed as a demand-pull market, lower ending stocks on feed use and exports • soybeans supported by stronger export expectations, potential for tighter stocks if China buying accelerates • Why does the August 12 survey-based yield report become the key event • What farm leaders ask behind closed doors, from China commitments to drought monitor boundaries • renewable fuel standard set three timing, 45Z, and sustainable aviation fuel demand implications • Congress agenda: farm labor, year-round E15, farm aid, CCC borrowing authority, cost competitiveness versus Brazil • rural health care pressures, ACA subsidy changes, and telehealth • USDA modernization and scheduling tools, benefits, and adoption hurdles Agbull.com, 855-737-Farm, AgBull.com. 25 bucks a month or 250 for a whole year of Ag Intel. Take your marketing by the horns with Ag Bull Intel. 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. 

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 biggest moving pieces for ag markets as report day arrives, from red livestock closes to weather risks that can change the mood fast. We also break down why beef imports are climbing and why the John Deere right to repair decision matters for every farmer who turns a wrench. • Livestock futures finish lower across cattle and hogs • Heavy rain and flooding concerns in parts of Missouri, Illinois, and Kentucky • Unusual high pressure pattern worth watching for weather shifts • USDA WASDE report timing and why markets can move hard on release • Beef import values pushing toward record levels and the link to cow slaughter and grinding beef • FTC case outcome forces John Deere to share repair software access with farmers and independent shops • Friday Futures preview with Tom Leffler plus a nod to Davis Michelson’s fertilizer deep dive We’d love to have you on the premium side at AgBullMedia.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. 

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 midday grain and livestock check, then get blunt about why fertilizer bills still feel upside down against what the crop can earn. We walk through retail nitrogen, phosphate, and potash pricing, tie it to global supply and policy shocks, and leave you with a clearer way to think about per-acre risk. • Quick market snapshot for corn, soybeans, wheat, cattle, and hogs • Why we use USDA Iowa and Illinois retail fertilizer prices as a benchmark • Current nitrogen pricing for anhydrous, UAN 28%, UAN 32%, and urea with year-over-year context • Why UAN and urea can look overpriced versus anhydrous on a pound-of-N basis • How global supply exposure to Russia and the Middle East filters into US fertilizer prices • Why expanding domestic nitrogen production is slow, expensive, and heavily regulated • Phosphates and potash prices, including DAP, MAP, and potash year-over-year moves • What the emergency action on phosphate imports from Morocco could mean for supply risk • A retail fertilizer price index compared to expected new crop corn revenue per acre • Fuel check on propane and farm diesel plus what energy inventories suggest • Weather risk outlook for storms, heat, and heavy rain If you're watching us on YouTube, don't forget to like and subscribe, share us around, tell your friends. Consider becoming a premium subscriber, go to www.agbull.com.Send me your thoughts. [email protected]'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. 

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 key ag market signals, from cattle, hogs, and grain quotes to weather swings that can change the outlook fast. We also look ahead to the WASDE report, dig into the slump in US beef sales to China, and connect the dots between oil headlines and broader commodity pricing.• Live cattle down while feeder cattle holds firmer ground • Lean hogs posting a sharp jump and what that signals • Quick check on corn, soybeans, and wheat prices • Midwest rain totals alongside extreme Northern Plains heat risk • WASDE Eve expectations after recent quiet reports • Beef exports to China collapsing while US imports rise • Brent crude volatility tied to war news and shipping risk • Key economic releases on the calendar including export sales and jobless claims Go to AgBull.com Go ahead and follow our socials.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. 

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 crude oil surge tied to Iran headlines, then zoom out to what it could mean for farm inputs like fertilizer while grain and livestock markets churn. We also talk with Doug Hensley of Hertz Farm Management about why Midwest farmland values stay stable, who is really buying land, and what data says about the farm economy heading into late 2026. • Grain, livestock, and ethanol headlines shaping the day’s tone • Crude oil volatility and why geopolitical risk can hit agriculture fast • Fertilizer cost sensitivity and why markets can move on comments overnight • What Hertz Farm Management does across farmland sales, valuation, and management • Why farmland prices can look disconnected from corn until you factor cycles, inflation, and balance sheets • The role of government payments in supporting net farm income and rural economic activity • Alternative investments versus farmland returns and volatility over decades • Why the 1980s land crash differs from today’s lending environment • Who buys farmland in the Midwest and why “investor” is often misunderstood • Late-2026 outlook driven by limited supply, local competition, and new capital from wind, solar, and data centers • Iowa and broader Corn Belt weather, flooding risk, and the pollination window If you're looking for ag Intel, go to agbull.com, agbull.com, and their daily info will keep you updated on all of that, including the settlements of each day. 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. 

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 weather-driven ag market setup as livestock closes mixed and grains grind higher overnight. We also connect a major heat wave in France to global corn supply risk and explain how a sharp Dow and oil move can spill into farm markets. • Livestock market closes for live cattle, feeder cattle, and hogs • Grain markets firmer overnight for corn, soybeans, and Chicago wheat • Corn Belt forecast shifting from near-term rain to hot, dry heat • France heat wave driving a steep drop in corn crop conditions • Why France’s role in EU corn production matters for Chicago futures • Outside markets whipsaw as oil surges and Dow futures fall • Key economic calendar items including EIA stocks and FOMC minutes Go ahead and follow us on our socials. We're on all of them.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. 

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 numbers on grains, livestock, and crude oil, then shift from the trading screen to the field with Iowa farmer and ag diplomat April Hemmes. We dig into what technology is actually worth paying for, how export relationships are built, and why farmers are pushing back on water quality and cancer claims that skip the hard proof. • Corn, soybean, and wheat closes after a quieter session • Cattle and hog pressure and what it signals • Crude oil prices alongside Strait of Hormuz tension • July crop conditions in north central Iowa, tasseling corn and catching-up beans • Waterhemp control challenges and why “going cheap” can fail • AI in agriculture, autonomy, drones, and the affordability test • Data centers, water use concerns, and the case for rural infrastructure • Hosting global soybean buyers, foreign material standards, and building trust • Nitrates in drinking water, cancer narratives, and demanding evidence • Input inflation, margin squeeze, and reducing reliance on ad hoc payments May I direct you beloved viewer to agbull.com where you can dig deeper with Ag Bull Intel. When Abraham Lincoln says the best way to predict your future is to create it look for agbull.com. Take your marketing by the horns with Agbull 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. 

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 board from livestock to grains, then zoom in on weather that could swing yield expectations across the Corn Belt and the Northern Plains. We also unpack a Trump claim about Walmart ground beef prices and flag breaking news out of Russia that could jolt the energy markets. • Live cattle, feeder cattle, and lean hogs levels to watch • Overnight grain strength in corn, soybeans, and Chicago wheat • Scattered Corn Belt rains through Saturday and why variability matters • Northern Plains dryness risk through mid-July • Trump True Social claim that Walmart drops ground beef 15% and the import questions it raises • Ukrainian drones hitting Russia’s largest oil refinery and potential oil market shockwaves • ADP employment change timing and Purdue Ag Sentiment release Go to our website at agbull.com. It's $25 a month or $250 annually to sign up for text notifications. 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. 

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 markets by the horns at high noon, mixing big picture economics with what’s moving grains, cattle, and hogs right now. We also zoom out on America through the World Cup lens before zooming back in on beef exports, tight cattle supplies, and what weather could do next. • Corn and soybeans ripping higher on a weather market • French corn condition slide and why global heat matters • Beef export sales shock and why backdated numbers spook traders • Feeder cattle swings and cash-to-futures premium watching • Heavy cattle weights, replacement pain, and what limits expansion • Pasture conditions in eastern Colorado and the High Plains • Summer grilling demand, protein trends, and recession chatter • National Weather Service outlook for storms, flooding, and heat May I direct you, beloved viewer, to Agbull.com where you can dig in deeper with AgBull Intel. Take the markets by the horns with AgBull. 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. 

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 for cattle, hogs, corn, soybeans, and wheat, then connect the overnight grain rally to Midwest flooding risk. We also walk the short-term forecast, rising carcass weights, and the key reports that could move markets after the close. • Live cattle, feeder cattle, and lean hogs opening levels and what stands out • Overnight corn and soybean strength tied to flooding across the Midwest • Why flood damage can erase yield potential regardless of inputs • 72-hour forecast patterns, dry strip coverage, and ridge rider chances • Hard red wheat belt dryness and why France heat still matters • Feeder replacement challenges driving heavier fat cattle and carcass weights • Steer and heifer carcass weight comparisons versus last year • Today’s calendar including export inspections and after-close Crop Progress Go ahead and find it 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. 

Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.A 6-minute breath hold sounds like Hollywood fiction until a Marine water survival instructor explains the real formula: control movement, slow the heart, and keep your mind out of the panic zone. We start with the Midwest heat dome and the long-weekend vibe, then Brian Splitt from Agmarket.net brings us inside Marine Corps water survival qualification, what “panic” really means, and why calm is a trained skill, not a personality trait.From there, we pivot hard into market analysis you can use. We break down silver’s technical structure after a major run, where support is showing up, and why the dollar index often moves as the mirror image of metals. Then we move through the grain complex with a producer’s eye: corn reacting to weather and repeating chart behavior into the holiday, soybeans sitting on a clear shelf with the 200-day moving average in play, and wheat trying to build a base while harvest pressure lingers and report data offers a bit more support.Energy and livestock close the loop. We talk crude oil levels that matter on the long-term chart, why pump prices do not drop instantly when crude sells off, and what that lag means for costs and margins. Then we hit cattle, feeders, and hogs with straightforward technical signals, cash-market gravity, and the kind of “what would have to break” road map that helps you manage risk instead of guessing.Subscribe for more market-first conversations, share this with someone watching weather and charts, and leave a review if you want more guests who can connect real-world training with real-world trading. What market do you want us to unpack 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. 

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 early grain and livestock market action from Nashville, then map the key economic reports that could move prices today. We also introduce the Ag Squawk AM and PM crews, share how we build the morning workflow, and close with a blunt take on where American agriculture is headed as the country turns 250. • early grain market check on corn, beans, and wheat strength • livestock session recap with lows to highs price action and sideways chart signals • who powers the morning and afternoon shows, plus why the weather and research emails matter • today’s economic calendar, including the unemployment rate and other scheduled releases • how to follow the shows, find partners, and get involved as a guest • Why technology, semiconductors, and data debates are becoming farm decisions Go to Agbull, agbull.com. Hit us up on the Ag Bull website. Just say contact us, and we'll get to that. If you need more information, give us a call at 1-855-737-Farm If you'd like a free trial of Trade the News, go ahead. Go to Trade the News. Tell them the Ag Bull boys sent you and that you want your free trial. 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. 

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 Brock May and Lance Miller to unpack Bloodlines Online Sales and why they built a membership-based platform where sellers pay no commission. We walk through how the site handles listings, bidding styles, and fast payments, plus the Stock Exchange concept for selling everything from livestock to semen inventory. • Brock and Lance’s background in show stock and how the idea starts as a UW Madison capstone project • Why a subscription model replaces percentage commission and what that changes for sellers • User-friendly setup with built-in “how it works” videos and mobile-first uploading • Stripe-powered ACH payments, instant invoices, and why Bloodlines never touches funds • Horse race closing with seller-controlled “last call” to reduce snipe bids • Progressive closing with a per-lot inactivity timer and adjustable timing • Seller tools like floors and “autopilot” notifications near the floor • Stock Exchange listings with claim price, make an offer, and call for pricing • Bulk inventory for semen sales with live remaining counts and sold-out banners • Bundle perks for running online auctions plus private treaty listings If you have any questions, reach out to Brock and Lance. You can go ahead and go find the website at BloodlinesonlineSales.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. 

Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.We step away from the USDA report noise and talk with Central Iowa farmer Ted Hamer about what farm life looks like when the corn is tall, the weather turns heavy, and the next generation is actually in charge. We dig into succession, trust, tech choices, and why farmers are fed up with endless surveys even as data collection gets easier. • Transitioning the operation to the next generation and why it increases joy and focus • Stepping back from daily market watching and letting specialists handle the noise • Crop progress check in early July and how rainfall timing changes stress levels • Nitrogen loss risk, late-season options, and what feels realistic in the field • Why relationships still drive farm decisions more than brands • Corporate turnover and how it breaks loyalty and continuity in rural communities • Using peer groups and trusted advisors to decide on precision agriculture tech • Electronic acreage reporting, GPS acres, and what modernization gets right • Falling USDA survey response rates and the case for using existing data sources • Heat dome conditions, dew points, and why storms can turn severe fast Go to agbull.com, take your marketing by the horns with AgBull Intel, 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. 

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 and connect the dots between a bullish-leaning grain setup and a Midwest weather pattern that keeps adding uncertainty. We also dig into what changing cattle quality grades could mean for beef pricing, then zoom out with a quick lesson on supply chains and competition using Nike’s stock slide. • Current grain and livestock futures levels and what’s moving • Midwest forecast details including heavy rain in the northwest Corn Belt and warm overnight lows • USDA acreage and grain stocks takeaways, including lower-than-expected corn and wheat stocks • Why wheat acreage down supports the rally • USDA Select grading share hitting new lows and what that signals for discount beef supply • Chart of the day on Nike’s multi-year drop and the role of competition and tariffs • Economic calendar highlights including grain crushings timing We’d love to have you on the 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. 

Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.Report day brings a fast burst of green in corn and soybeans, then the market cools off as we sort short covering from real fundamentals. We talk through the USDA June acreage and stocks numbers with StoneX economist Mike Castle and map what could still change the summer trade. • managed money rotation between commodities and equities and why it matters for grain volatility • corn acres holding near 95.3 million and the bullish tilt from lower June 1 stocks • export competitiveness for US corn and what Europe’s heat risk could shift • soybean acres near expectations and why crush and biofuels reshape the demand story • China buying rumors versus confirmed flash sales and what the math allows • wheat strength tied to smaller North American acres and high abandonment • fertilizer pricing, retail lag, and the potential suspension of duties on Moroccan phosphate • cattle and hog softness during peak grilling season as a consumer stress signal • July and August weather risk, yield potential, and why the market is never “locked in” If you're watching on YouTube, don't forget to like, subscribe, share this bad boy around. Visit Agbull.com or call 855-737 Farm. Tommy's Premium Subscription: www.agbull.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. 

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 latest grain and livestock closes, then zoom out to the weather and report-day risks that can reshape the week. We also talk through PRRS pressure in hogs, a fertilizer duties headline, and why Europe’s dryness matters without automatically driving the US market. • Grain markets close lower across soybeans, corn, and wheat • Livestock markets soften with heat risk building in cattle country • Hot overnight lows and extended above-normal temps, plus a practical concern for feedlot performance • USDA Acreage and Quarterly Stocks timing and why report day matters • Monthly subscription details for premium Ag Bull Intel • PRRS remains severe in summer, with heavy losses and big industry costs • Fertilizer risk context tied to Morocco phosphate duties and where to read more • France and Europe rainfall outlook and how it may moderately affect global grain markets Be sure to tune in. Davis does a heck of a show, and we wouldn't want you to miss it. 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. 

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

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 first Ag Squawk AM with a quick, no-fluff rundown of grains, livestock, and weather as markets start the week lower. We also flag the crop-report risk ahead and explain why Iran-related headlines can whip oil and spill over into ag volatility. • Grain futures snapshot for soybeans, corn, and wheat as prices open down • Livestock check-in, including the hog and pig report, and softer cattle markets • Corn Belt weather focus with storm chances in the Northwest and dry time in the Southeast • Why too much rain can erase yield even when “rain makes grain” • Crop report timing and how USDA numbers can spark big market swings • Iran, the Strait of Hormuz, and why headline shifts can move oil fast • Key economic calendar items like export inspections and crop progress We’d love to have you on the premium side. You find that at AgBull.com. The link will be 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. 

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

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 markets live as we talk, then connect the day’s price action to the policy and geopolitical signals shaping ag right now. Soybean oil strength, China’s buying pace, and the next wave of RFS and 45Z all point to a summer where demand and rules matter as much as weather. • soybean oil rally tied to renewable diesel capacity and RIN signals • cattle on feed reaction and the idea that supplies stay tight • used cooking oil and shifting incentives as future RIN rules change • Iran diplomacy and shipping risk showing up in crude and freight • China soybean commitments versus the weekly export sales proof test • Screwworm case count, port closures, and why it supports cattle • Senate Farm Bill 2.0 rollout, markup timing, and election calendar constraints • 45Z tax credits, carbon capture, pipelines, and regional basis winners and losers • year-round E15 still lingering and likely tied to a bigger bill • USMCA review leverage and why the pact still matters for ag trade • USDA 2027 cost of production outlook and pressure from non-energy inputs • Kevin Warsh’s Fed posture, inflation priority, and what less guidance means • Why fund participation creates liquidity and better price discovery You choose your favorite platform and make sure to click, like, subscribe, and give us a rating. Who would you like me to talk to? You can reach us at agbull.com, hit the contact us tab, and my people will get right on 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. 

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

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