Podcast
AG Bull
Hosted by Tommy Grisafi · EN
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Tommy Grisafi is the main host and content creator for Ag Bull Media.
The Ag Bull Podcast showcases agriculture's top talents in a long-form video format. The Ag Bull Trading Podcast is a deeper discussion of trading with analysts and key players in agriculture nationwide.
Futures trading involves risk of loss and is not suitable for everyone.
52episodes
Episodes
Newest firstAll episodes
AG Squawk with Conner Bridgman | Corn Momentum Watch
2d ago00:32:33Tap to summarizeFutures 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 Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Transcribe →AG Squawk AM 7/13/2026 | The Strait Of Hormuz Has Office Hours
2d ago00:10:48Tap to summarizeFutures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.Tommy's Premium Subscription: www.agbull.comAgBull Audio and Video LinksApple MusicSpotifyYouTubeTikTokWe 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. Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Transcribe →Wiesemeyer's Perspectives | War & Weather Grains Pop
3d ago00:55:28Tap to summarizeFutures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.Tommy's Premium Subscription: www.agbull.comAgBull Audio and Video LinksApple MusicSpotifyYouTubeTikTokWe 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 Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Transcribe →Davis Michaelsen & Jim Wiesemeyer Talk USDA
5d ago00:44:14Tap to summarizeFutures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.Tommy's Premium Subscription: www.agbull.comAgBull Audio and Video LinksApple MusicSpotifyYouTubeTikTokWe 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. Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Transcribe →AG Squawk AM 7/10/2026 | Report Day Signals for Ag Markets
5d ago00:06:40Tap to summarizeFutures 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. Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Transcribe →AG Squawk with Davis Michaelsen | Fertilizer Price Update
6d ago00:24:03Tap to summarizeFutures 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. DavisM@nesvick.com Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Transcribe →AG Squawk AM 7/9/2026 | WASDE Eve Preview
6d ago00:06:54Tap to summarizeFutures 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.
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AG Squawk with Doug Hensley | Farmland Can Look Irrational Until You Do the Math
1w ago00:42:26Tap to summarizeFutures 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. Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Transcribe →AG Squawk AM 7/8/2026 | The Dow Drops 500 and France’s Corn Conditions
1w ago00:06:40Tap to summarizeFutures 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.
Transcribe →Ag Squawk with April Hemmes | Midwest Grain Markets and a Farmer’s Reality Check
1w ago00:40:09Tap to summarizeFutures 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.
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