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Showing episodes and shows of
Tommy Grisafi
Shows
AG Bull
Wiesemeyer's Perspectives | Stephen Vaden Deputy Secretary of Agriculture, State of Ag
www.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 press Deputy Secretary Stephen Vaden on fertilizer concentration, China trade, sugar policy, biofuels, and USDA’s data overhaul. Clear timelines, candid takes on market power, and specific paths to more demand and supply define a fast-moving hour.• fertilizer prices and supply inertia in a concentrated market• BHP’s $13bn potas...
2026-03-07
1h 28
AG Bull
Field Force, Maxi Field: Farm Labor, Solved With H-2A
www.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 talk with Maxie Field of Field Force about turning H‑2A from a mystery into a repeatable system that keeps farms staffed for peak seasons. From recruitment proof and wage rules to housing inspections and sugar beet realities, we share a clear path from need to crew.• why H‑2A dema...
2026-03-02
44 min
AG Bull
Wiesemeyer's Perspectives | Markets Move, Farmers Decide
www.agbull.comTommy's Premium Subscription: www.agbull.comAgBull Audio and Video LinksApple MusicSpotifyYouTubeTikTokFutures and options trading involve risk and are not suited for everyone.Markets pivot on biofuels, wheat strength, and Brazil’s soggy harvest while DC policy sets the risk rails. We unpack EPA RVO timing, Farm Bill math, and why crop insurance floors meet better pricing windows as spring decisions arrive.• soybeans test key moving averages and crush-led demand• soybean oil tied t...
2026-02-27
42 min
AG Bull
Trevor Johnson: Sleepy Hollow Bull Sale Preview
www.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 Trevor Johnson of Sleepy Hollow Farms to preview a balanced, structurally sound set of Angus, Hereford, and Simmental bulls selling March 13. We trace breeding fundamentals, a key Hereford herd acquisition, and the lots that stand out for calving ease, growth, and carcass quality.• sixth-generation roots and pu...
2026-02-25
16 min
AG Bull
Wiesemeyer's Perspectives | When Policy Becomes Price: The Quiet Levers Moving Corn, Soy, And Livestock
www.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 track a week where policy turned into price: a Supreme Court ruling upended a tariff path, the White House jumped to 15 percent under a different statute, and USDA moved money fast to shore up farm cash flow. We map the margin math, the demand levers that matter, and the geopolitical risks...
2026-02-22
45 min
AG Bull
Wiesemeyer's Perspectives | Release The Flies, Raise The Prices: Ag Policy Gets Weird
www.agbull.comTommy's Premium Subscription: www.agbull.comAgBull Audio and Video LinksApple MusicSpotifyYouTubeTikTok Futures and options trading involves risk and is not suited for everyone.Policy, prices, and timing drive this week’s ag outlook as we unpack Farm Bill 2.0 odds, fast-moving USDA payments, and the E15 fight that could unlock corn demand. Trade momentum builds with China, Taiwan, and India while courts and EPA shifts reshape the rules ahead.• Farm Bill 2.0 faces commi...
2026-02-13
38 min
AG Bull
Wiesemeyer's Perspectives | Silver Fell Down The Staircase While The Dollar Took The Elevator
www.agbull.comTommy's Premium Subscription: www.agbull.comAgBull Audio and Video LinksApple MusicSpotifyYouTubeTikTok Futures and options trading involves risk and is not suited for everyone.We unpack how year-round E15, RFS mandates, and the pending 45Z rules could finally tilt U.S. agriculture toward stronger domestic demand, while a hawkish-leaning Fed pick and a surging dollar ripple through grains, metals, and exports. We also track USMCA maneuvering, right-to-repair momentum, a...
2026-02-02
50 min
AG Bull
Wiesemeyer's Perspectives | Corn, Weather, And The Fight For Year-Round E15
www.agbull.comTommy's Premium Subscription: www.agbull.comAgBull Audio and Video LinksApple MusicSpotifyYouTubeTikTok Futures and options trading involves risk and is not suited for everyone. A winter storm, a metals rally, and a political stall on E15 collide with a surprise export surge and a fresh farm-aid bridge, shaping a volatile but opportunity-rich setup for ag. We share why China’s buying now, how E15 still has a path, and the realistic timeline for...
2026-01-24
59 min
AG Bull
Wiesemeyer's Perspectives | Aid Or Trade
www.agbull.comTommy's Premium Subscription: www.agbull.comAgBull Audio and Video LinksApple MusicSpotifyYouTubeTikTok Futures and options trading involves risk and is not suited for everyone. We break down fresh farm aid proposals from both parties, the real stakes of year‑round E15, and how RFS and 45Z could reset corn and soy demand. We also unpack WASDE surprises, cattle volatility, Brazil’s beef push, and a Canada–China canola thaw.• GOP plan to ex...
2026-01-17
52 min
AG Bull
Wiesemeyer's Perspectives | How A Hot USDA Report Could Reprice Corn | More farmer aid needed!
www.agbull.comTommy's Premium Subscription: www.agbull.comAgBull Audio and Video LinksApple MusicSpotifyYouTubeTikTok Futures and options trading involves risk and is not suited for everyone. We set the table for a high-stakes USDA report that could reset corn’s balance sheet while we track the real levers of demand: E15, ethanol octane, and 45Z. Along the way, we unpack rates, USMCA, trade rulings, cattle supply constraints, and new dietary guidelines that tilt toward prot...
2026-01-12
56 min
AG Bull
Wiesemeyer's Perspectives | Venezuela Shock, Markets On Edge
www.agbull.comTommy's Premium Subscription: www.agbull.comAgBull Audio and Video LinksApple MusicSpotifyYouTubeTikTok Futures and options trading involves risk and is not suited for everyone. A U.S. move in Venezuela reshapes energy flows, raises the global risk premium, and sends clear signals to Cuba, China, and Russia, while a tightening U.S. cattle supply collides with screw-worm containment and no fixed border reopening timeline. Farmers get bridge payments based on modeled losses, wi...
2026-01-04
41 min
AG Bull
Wiesemeyer's Perspectives | Silver Surges & Commodities Year in Review
www.agbull.comTommy's Premium Subscription: www.agbull.comAgBull Audio and Video LinksApple MusicSpotifyYouTubeTikTok Futures and options trading involves risk and is not suited for everyone. We sprint through a year where metals spiked, bonds bristled, and policy moved markets as much as weather. We map the big shifts in grains, cattle, inputs, biofuels, trade, and the politics of food prices, then lay out what could drive demand in 2026.• stocks rising while bond...
2025-12-27
43 min
AG Bull
AEI.ag | Producers Shift Acres When Profits Change, So The Corn-Bean Battle Heats Up
www.agbull.comTommy's Premium Subscription: www.agbull.comAgBull Audio and Video LinksApple MusicSpotifyYouTubeTikTok Futures and options trading involves risk and is not suited for everyone. We walk through the real signals under today’s commodity markets, from U.S. and global ending stocks to why corn and soy picked up acres despite lean margins. Then we map where acres will actually shift in 2026 and share a practical framework for risk, insurance, and contribution marg...
2025-12-24
12 min
AG Bull
Wiesemeyer's Perspectives | Why Beef Stays Pricey While Soybeans Slide And What Farmers Can Do Next
www.agbull.comTommy's Premium Subscription: www.agbull.comAgBull Audio and Video LinksApple MusicSpotifyYouTubeTikTok Futures and options trading involves risk and is not suited for everyone. We dig into tight cattle supplies, a slow, science-led reopening of the Mexico border, and why beef prices stay sticky while soybeans slide. We map out where policy could lift margins in 2026, from E-15 and 45Z to farm aid timing and ACA subsidies. • lighter-than-expected placements and persis...
2025-12-20
54 min
AG Bull
Mike Sands | Fundamentals Trump Politics in Cattle
www.agbull.comTommy's Premium Subscription: www.agbull.comAgBull Audio and Video LinksApple MusicSpotifyYouTubeTikTok Futures and options trading involves risk and is not suited for everyone. We unpack why feedlot placements keep falling, how heavier carcass weights mask some supply tightness, and where 2025 prices could land if demand stays steady. We also cut through noise on imports, the Mexico border shift, and dairy buyout rumors with history and context.• November placements lower and...
2025-12-18
27 min
AG Bull
Wiesemeyer's Perspectives | Bridge Money, Big Questions; Farm Country’s Reality Check
www.agbull.comTommy's Premium Subscription: www.agbull.comAgBull Audio and Video LinksApple MusicSpotifyYouTubeTikTok Futures and options trading involves risk and is not suited for everyone. We unpack the new farmer “bridge” aid program, the real funding source behind it, and why the math still falls short for many crops. Along the way we track rate cuts, border and water moves, USMCA signals, and China’s soybean timeline that could reshape 2026.• travel takeaways...
2025-12-13
50 min
AG Bull
Rachel Fishback | How A Farm Mom Turned A Pandemic Pivot Into A Platform For Pork
www.agbull.comTommy's Premium Subscription: www.agbull.comAgBull Audio and Video LinksApple MusicSpotifyYouTubeTikTok Futures and options trading involves risk and is not suited for everyone. We sit down with Rachel “Iowa Farm Mama” Fishback to explore how a pandemic pivot led to Pride of Pork, why TikTok makes farms feel close, and what the economics look like from rust-hit beans to double-cost hog barns. We trade notes on DIY media, clear audio, and why th...
2025-12-12
22 min
AG Bull
AEI.ag | Golden Age Or Just A Bridge
www.agbull.comTommy's Premium Subscription: www.agbull.comAgBull Audio and Video LinksApple MusicSpotifyYouTubeTikTok Futures and options trading involves risk and is not suited for everyone. We test the “golden age” claim against data on trend yields, usage, margins, and policy. Corn usage improves while soybean demand stays soft, and tighter operating margins force sharper risk management into 2026.• Corn yields modestly above trend, not extreme• Corn usage climbs above trend, supportive tone•...
2025-12-09
14 min
AG Bull
Wiesemeyer's Perspectives | China’s Soybean Deals And Moving Goalposts
www.agbull.comTommy's Premium Subscription: www.agbull.comAgBull Audio and Video LinksApple MusicSpotifyYouTubeTikTok Futures and options trading involves risk and is not suited for everyone. We unpack why China’s soybean purchase timeline keeps sliding, how the market is reacting, and who should be accountable. We dig into border biosecurity worries, beef policy levers, the coming Fed move, crop insurance changes, and a likely aid bridge to 2026.• shifting claims on China’s soybea...
2025-12-05
48 min
AG Bull
Wiesemeyer's Perspectives | Cows, Cuts, And Chaos in Washington!
www.agbull.comTommy's Premium Subscription: www.agbull.comAgBull Audio and Video LinksApple MusicSpotifyYouTubeTikTok Futures and options trading involves risk and is not suited for everyone. Markets open after a CME outage as we track the odds of a December rate cut, soybean sales to China without a signed deal, and the shape of USDA’s bridge aid into 2026. We lay out the stakes on tariffs at the Supreme Court, biofuel rules, E15 delays, and...
2025-11-28
44 min
AG Bull
Wiesemeyer's Perspectives | Tyson Shuts Plant | Policy Whiplash Hits The Heartland
www.agbull.comTommy's Premium Subscription: www.agbull.comAgBull Audio and Video LinksApple MusicSpotifyYouTubeTikTok Futures and options trading involves risk and is not suited for everyone. We sprint through a volatile week in ag policy: Brazil tariff rollbacks, EU tariff rumors, labor and H‑2A shifts, aid program timing, RFS delays, border reopening signals, a bullish cattle-on-feed report, and breaking news on a Tyson beef plant closure.• USDA and CFTC reporting cadence return...
2025-11-21
47 min
AG Bull
Don Wick | When Courts, Policy, And Commodity Volatility Collide
www.agbull.comTommy's Premium Subscription: www.agbull.comAgBull Audio and Video LinksApple MusicSpotifyYouTubeTikTok Futures and options trading involves risk and is not suited for everyone. We unpack fresh market data after the government reopens, weigh China’s year-end purchase promises against a looming Supreme Court tariff decision, and pressure-test farm margins as input costs stay stubborn. We also dig into right to repair, sugar beet payment cuts, and what aid might realistically look like...
2025-11-18
14 min
AG Bull
Wiesemeyer's Perspectives | Corn Falls, Exports Rise, Nerves Tighten
www.agbull.comTommy's Premium Subscription: www.agbull.comAgBull Audio and Video LinksApple MusicSpotifyYouTubeTikTok Futures and options trading involves risk and is not suited for everyone. We break down a light-cut USDA report, the surprise weight from “fringe” state yields, and why corn fell while soybeans slipped despite modest changes. We connect Brazil’s growing edge, cotton’s production jump, and lender warnings to policy pivots on tariffs and trade aid.• Corn production t...
2025-11-14
42 min
AG Bull
China Deal, USDA Data, And Cattle Volatility
www.agbull.comTommy's Premium Subscription: www.agbull.comAgBull Audio and Video LinksApple MusicSpotifyYouTubeTikTok Futures and options trading involves risk and is not suited for everyone. We unpack the week’s swirl: China’s commitments, a reopened USDA, cattle volatility, a soybean basis snapback, and record corn chatter across the Upper Midwest. Stephen Vaden’s interview frames aid expectations and trade confidence as we look toward fast-moving data and holiday demand.• China honoring a...
2025-11-13
13 min
AG Bull
Wiesemeyer's Perspectives | Shutdown, Soybeans, And Shifting Power
www.agbull.comTommy's Premium Subscription: www.agbull.comAgBull Audio and Video LinksApple MusicSpotifyYouTubeTikTok Futures and options trading involves risk and is not suited for everyone. We track a cascading week where a grinding shutdown hits flights and the economy, China’s soybean pledges collide with tariff math, and a Justice Department probe into meat packers meets a looming border reopening that could reshape beef supply. Markets swing on headlines as EPA biofuel exemptions, fert...
2025-11-07
38 min