Podcast
AG Bull
Hosted by Tommy Grisafi · EN
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.
24episodes
Episodes
Newest firstAll episodes
Friday Futures Report | Tom Leffler
3d ago00:23:07Tap to summarizewww.agbull.comWe’re in Nashville on a bare-bones setup, but the markets are anything but simple as nearly every major ag commodity closes down and sets up a weekend of headline risk. We walk through Tom Leffler’s slides to put the week’s damage in context, then zoom out to seasonals, cattle volatility, and what we’re watching next month. • weekly futures scoreboard across cattle, hogs, corn, soybeans, wheat and cotton • year-over-year context to judge whether prices are still historically strong • USDA monthly average cash prices and how basis changes what you actually receive • seasonal patterns for Kansas City wheat highs after January 1 • seasonal timing for new-crop soybean highs and why early-year highs are unusual • seasonal timing for December corn highs and how to use it in a marketing plan • feeder cattle technical levels and why they matter right now • algorithms and managed money driving futures beyond cash signals • expanded daily limits in live cattle and feeder cattle plus the trade-offs • what we’re watching next month in managed money, soy crush, and cattle cash trade If you can come back in for lunch or in the evenings and watch these videos, they'll help out a lot.Tommy's Premium Subscription: www.agbull.comAgBull Audio and Video LinksApple MusicSpotifyYouTubeTikTokFutures and options trading involve risk and are not suited for everyone.Support the show
Transcribe →Wiesemeyer's Perspectives | Memorial Day 2026
1w ago00:48:24Tap to summarizewww.agbull.comTommy's Premium Subscription: www.agbull.comAgBull Audio and Video LinksApple MusicSpotifyYouTubeTikTokFutures and options trading involve risk and are not suited for everyone.We run through a fast, heavy week across grains, livestock, and macro policy, then zoom in on why cattle volatility and sticky food inflation are getting political. We connect fertilizer strategy, trade fights, court risk, and shipping rules to what you pay at the store and what you hedge on the board. • weekly moves across corn, soybeans, wheat, cotton, cattle, feeders, and hogs • demand still solid, but early signs of trade-down buying in meat • cattle on feed takeaways, including heavy placements and lower marketings • feeder cattle limit-style action and why exits matter • USDA fertilizer strategy and the “national security” framing • Moroccan phosphate countervailing duties and the cost to farmers • China ag trade uncertainty and why USDA flash sales are the real signal • Cargill labor dispute risk and how it could tighten beef supplies • Supreme Court pesticide labeling case and implications for glyphosate • beef TRQ import debate and the split between inflation and rancher policy • Senate farm bill timeline pressures, including SNAP cost sharing and E15 gaps • USDA food inflation forecast with beef projected sharply higher • Fed leadership change talk and what it could mean for rates and volatility • Jones Act waiver impacts on diesel shipping, freight, and fertilizer flows • crude oil and local gas price check heading into the holiday “Do me a favor, if you could, please, don't just go to YouTube, subscribe to YouTube.” “Move over to the premium side, www.agbull.com,$25 a month,$250 annually.” “Tell them the Agbull Boy's sent you to trade the news, get a free trial over there, check that out.” “Drop a comment. What did you pay for gas locally when you traveled this weekend?” Support the show
Transcribe →Wiesemeyer's Perspectives | The Bull needs to be Fed
2w ago00:45:15Tap to summarizewww.agbull.comTommy's Premium Subscription: www.agbull.comAgBull Audio and Video LinksApple MusicSpotifyYouTubeTikTokFutures and options trading involve risk and are not suited for everyone.We break down why markets feel whippy right now, from wheat supply shocks and trade headlines to fertilizer costs that keep sneaking back into every margin conversation. We keep coming back to one driver we can’t ignore: rising interest rates and Treasury yields that set the tone for everything from hedging to farm finances. • cotton, soybeans, corn, and wheat reacting to summit expectations and profit taking • why markets can peak on bullish news and bottom on bearish news • USDA NASS winter wheat estimates surprising the trade and tightening stocks • North Dakota dust storm and wind damage risk for spring wheat and replant decisions • Trump-China summit takeaways including tariff frameworks, shipping costs, and beef plant registrations • year-round E15 clearing the House and the Senate path staying uncertain • the RFS waiver fight and why assumptions matter for ethanol and biodiesel demand • Mexico pork restrictions focused on specific products and what it means for packer margins • USMEF export study showing how beef and pork exports add value to corn and soybeans • fertilizer hearing highlights, domestic production timelines, and oil price pressure • beef import tariff plan delayed after backlash • Kevin Warsh taking the Fed as CPI, PPI, and Treasury yields push “higher for longer” • Iran conflict risk feeding energy inflation and spilling into ag inputs • Corteva outlook on gene editing and hybrid wheat as a real productivity lever Please click like and subscribe www.agbull.com, $25 a month, $250 annually If you'd like a free trial of trade the news, go over, Google Trade the News, tell them the Ag Bull Boys sent you You can follow at Agbullmedia Media on TikTok Support the show
Transcribe →Wiesemeyer's Perspectives | Trump's Trip to China
3w ago00:54:32Tap to summarizewww.agbull.comTommy's Premium Subscription: www.agbull.comAgBull Audio and Video LinksApple MusicSpotifyYouTubeTikTokFutures and options trading involve risk and are not suited for everyone.We walk through the market and policy drivers that could swing agriculture next week, from USDA May data and the wheat tour to a Trump Xi summit that may reshape demand for key commodities. We also connect geopolitics, drought, energy, and Washington decisions to the real-world risk farmers and traders manage every day. • cotton rally context and what could extend it • grain pullback after a strong run and why crude oil matters • cattle and feeder cattle trend amid drought and slow herd rebuilding • soybean oil spread dynamics tied to renewable fuels policy and 45Z expectations • winter wheat tour focus on HRW production and abandonment risk • Iran ceasefire uncertainty and why geopolitics now drives market volatility • drought map takeaways for planting progress and yield psychology • year-round E15 prospects in Congress and the infrastructure lag • Trump Xi summit deliverables and potential ag purchase commitments • tariff court ruling, Section 301 path, and timing risks • tariff refunds and liquidity implications for companies • interest rates, sticky inflation, and debt pressure • farm aid and ag disaster package timeline and legislative vehicle questions • DOJ action on AgriStats and what it signals for the meat sector • fertilizer price constraints now and possible long-term domestic supply strategy Drop us a note. Where'd you subscribe? Did you subscribe to Apple Podcasts, Spotify Podcast, YouTube? AgBull Premium, www.agbull.com. AgBull Premium, $25 a month, $250 annually. But if you are, cancel and we'll give you back your money and away you go. If you'd like a free trial, trade the news, go to trade the news tom the Ag Bull Boy sent you.Support the show
Transcribe →Jesse Allen | Broadcaster's Report from Washington DC
4w ago00:17:30Tap to summarizewww.agbull.comWe get a ground-level read on Washington, DC as Jesse Allen returns from the NAFB Washington Watch fly-in after meeting with USDA leaders and a long list of senators and House ag lawmakers. We talk through the farm bill chaos, the fertilizer and diesel cost squeeze, and why farmers feel pressure from both policy delays and public backlash. • what the NAFB Washington Watch fly-in looks like and why it matters • who Jesse meets across USDA and Capitol Hill, including one-on-one conversations • why the House farm bill vote turns chaotic around E15 and amendments • talk of more farmer aid and the reality of high input costs • consumers losing touch with food production and vilifying farmers • diesel shock and war-driven supply chain strain hitting rural America • long-term fertilizer production plans versus the short-term cash crunch • the simple goal most farmers share, fair markets and stable livelihoods Tommy's Premium Subscription: www.agbull.comAgBull Audio and Video LinksApple MusicSpotifyYouTubeTikTokFutures and options trading involve risk and are not suited for everyone.Support the show
Transcribe →Wiesemeyer's Perspectives | Who Should Set The Rules For Farming
May 100:41:16Tap to summarizewww.agbull.comTommy's Premium Subscription: www.agbull.comAgBull Audio and Video LinksApple MusicSpotifyYouTubeTikTokFutures and options trading involve risk and are not suited for everyone.We break down why commodity markets are suddenly “in play” again and what that means for protecting price when you’re above crop insurance levels. We also walk through the House farm bill drama and the policy fights that could reshape farm margins long before harvest. • corn at a 13-month high close and soybeans stronger • cotton at contract highs and what that means for break-evens • why we call these levels hedgeable and protectable • House farm bill passes 224–200, and why that vote matters • pesticide language stripped and what MAHA proves politically • year-round E15 pulled and why refiners still drive the debate • Prop 12 stays in the House bill, and why the Senate may not • fertilizer cost-price squeeze tied to global supply disruptions • longer-term plan to reshore fertilizer production to the US • USMCA issues that need fixes without blowing it up • ag labor reform as the next legislative pressure point • new farmer aid timing, ag disaster needs, and drought risk • Mexico border reopening delayed again by screwworm cases We’d love to see it on the paid premium side. To be part of this costs $25 a month or $250 annually at agbull.com. Go over to tradethenews.com, tell them the AgBull boys sent you. Support the show
Transcribe →Paul Neiffer the AG CPA | Check's in the Mail
May 100:45:32Tap to summarizewww.agbull.comTommy's Premium Subscription: www.agbull.comAgBull Audio and Video LinksApple MusicSpotifyYouTubeTikTokFutures and options trading involve risk and are not suited for everyone.We sit down with Paul Nefer to unpack the farm policy changes that actually move money, from SDRP top-ups to base-acre expansions and shifting ARC/PLC payments. We also talk through OBA payment-limit headaches and why USDA guidance and paperwork can be the difference between clarity and chaos. • SDRP “double-up” mechanics and why Stage 1 gets more • Payment limits, AGI thresholds, and why entity type matters • Why farmers don’t get compensated for basis • Base-acre increases, planting history, and what stays protected • Why the ARC/PLC signup timing change helps decisions • How 2025 ARC vs PLC gets paid at the higher rate • Farm bill vote update and what got left out for$25 a month,$250 a year, you get the whole suite. But by my blog at uh Substack is farmcpareport.com. If you want to subscribe to it, it's free to subscribe, however, it's also a paid service Support the show
Transcribe →Cow Guy | Stocks | Bonds | Commodities
Apr 2900:45:50Tap to summarizewww.agbull.comWe catch up with Scott “The Cow Guy” to make sense of a market day that breaks the usual rules, with crude oil surging while the NASDAQ holds firm. We connect the dots between Fed policy, bond yields, inflation hedging, and what farmers and ranchers can do right now to protect margins. • cross-asset read on equities, bonds, and commodities as one system • Why oil can spike while stocks look through it • VIX behavior and what muted volatility can imply • Fed meeting fallout and why rate cuts get pushed out • Kevin Warsh's background and how Fed leadership works as a committee • Scott Bessent's story and how tariff timing can prevent market stress • grains outlook for corn, soybeans, and wheat with energy tailwinds • fertilizer and input-cost risk heading into next season • hedging mindset for producers using downside protection • China concentration risk for US agriculture and the case for diversifying demand • cattle fundamentals behind record prices and the ground beef shift • energy as an event-driven market and why high prices can cure themselves • gold, silver, and copper as portfolio tools and signals • classic pit stories and what floor trading taught about execution If you’d like a free trial of Trade The News, go to Trade The News and tell them the Ag Bull Boys sent you Support the show
Transcribe →Wiesemeyer's Perspectives | 2nd Round of SDRP Payments Approved
Apr 2400:42:05Tap to summarizewww.agbull.comTommy's Premium Subscription: www.agbull.comAgBull Audio and Video LinksApple MusicSpotifyYouTubeTikTokFutures and options trading involve risk and are not suited for everyone.We sort the week’s ag market noise into what actually moves prices, from Iran-driven crude oil swings to wheat drought risk and shifting spreads across corn, soybeans, and cattle. We also dig into USDA reforms, major farm payments, and the policy fights that could shape fertilizer, biofuels, and trade for months.• Geopolitics and volatility filters for grain and energy markets • Weekly board moves across corn, soybeans, meal, soybean oil, wheat, cattle, hogs, and the dollar • Wheat drought concerns and why condition ratings matter early • USDA and NASS plan to modernize surveys and rebuild trust in ag statistics • Breaking labor risk at a Cargill beef plant and what it could mean for supply • Fertilizer reshoring strategy, including incentives, permitting, and tariff politics • SDRP supplemental disaster relief payments rising from 35% to 70%, and a deadline extension • Base acres expansion timeline and what producers should watch at FSA • New world screwworm cases in Mexico and the knock-on effects for border policy • USDA reorganization moves food safety and research roles into regional hubs • Food inflation outlook, including beef and eggs forecasts • Year-round E15 procedural hurdles plus 45Z and sustainable aviation fuel as the next catalyst • China summit odds and signals for U.S. ag exports • Fed transition headlines, FOMC expectations, and why it matters for risk assets • Supreme Court review of Roundup labeling and federal vs state authority • Virginia redistricting fight and potential impacts on House control Tell the good folks at Trade the News that the Ag Bull Boys sent you, and they'll get you on a free trial. If you want premium content, visit www.agbull.com. Contact Tommy and his people, and we'll set it up for you.Support the show
Transcribe →Wiesemeyer's Perspectives | Strait of Hormuz Open for Biz
Apr 1700:48:28Tap to summarizewww.agbull.comTommy's Premium Subscription: www.agbull.comAgBull Audio and Video LinksApple MusicSpotifyYouTubeTikTokFutures and options trading involve risk and are not suited for everyone.We open with a fast-moving read on commodities, as cotton rallies, wheat becomes a weather story, and volatility becomes the price of admission for anyone trading ag markets. We then connect the dots between cattle headlines, geopolitics-driven energy swings, and policy fights in Washington that shape farm margins long after the screen stops flashing green. • cotton rebounds toward 80 cents, and why funds matter • corn, soybeans, and wheat driven by drought and freeze risk • cattle on feed comes in near expectations, and tight supply remains • feeder cattle limit-down shock tied to Mexico border reopening fears • using fast newsflow tools and why volatility cuts both ways • USDA data users meeting and the problem with low survey response rates • Iran and the Strait of Hormuz are moving crude oil, stocks, metals, and fertilizer • fertilizer timeline realities and what domestic production could take • China's foot and mouth disease risk and potential import implications • May Trump-Xi summit and soybean purchase compliance enforcement • screw worm updates, sterile fly facility, and phased border reopening expectations • Rollins testimony on USDA budget cuts, CCC borrowing authority, SNAP, bird flu, specialty crops, and right to repair • Farm Bill 2.0 timeline, amendment fight, and the politics behind farmer aid • midterm election outlook and what approval ratings can change Please click like, subscribe to the YouTube channel, and subscribe to Apple Podcasts and Spotify Podcasts. Wherever you get content, you can find us at AgBull Media.Support the show
Transcribe →