Ag Bull Media

Ag Bull Media Tommy Grisafi of Ag Bull Media showcases Agricultural’s top talents in video format. 🎥

It's recorded in state-of-the-art studios in Valparaiso, Indiana, and Nashville, Tennessee. Ag Bull’s lively conversations with farmers, agricultural industry insiders, politicians, and supporters are direct, genuine, and above all, entertaining. You can find Ag Bull episodes across all major social and podcast hosting platforms.

10/31/2025

We track a likely end to the shutdown, the return of critical USDA data, and fresh China commitments that pushed soybeans out of a grinding range. Rates, tariffs, and biofuel policy collide with export flows to shape a fragile but improving demand story.

• shutdown pressure from elections and program timing
• partial USDA We track a likely end to the shutdown, the return of critical USDA data, and fresh China commitments that pushed soybeans out of a grinding range. Rates, tariffs, and biofuel policy collide with export flows to shape a fragile but improving demand story.

• shutdown pressure from elections and program timing
• partial USDA reopenings and FSA payment backlogs
• NASS crop production and WASDE returning mid November
• Fed uncertainty keeps dollar firm and bonds soft
• soybean rally on China purchase floors and port relief
• tariff tweaks, rare earth delay, and export logistics
• $13bn CCC shift toward trade aid and formula impacts
• biofuels, RFS volumes, and 45Z as domestic demand engine
• cattle volatility, Argentine beef optics, and sticky retail prices
• FMC slide as a warning for inputs and LATAM credit
• basis improvements at PNW and NOLA as demand signal

Subscribe at www.agbull.com for alerts, morning emails, and Wiesemeyer Intel. “Drop a comment: What can we do better? What would you like to see more of?” and FSA payment backlogs
• NASS crop production and WASDE returning mid November
• Fed uncertainty keeps dollar firm and bonds soft
• soybean rally on China purchase floors and port relief
• tariff tweaks, rare earth delay, and export logistics
• $13bn CCC shift toward trade aid and formula impacts
• biofuels, RFS volumes, and 45Z as domestic demand engine
• cattle volatility, Argentine beef optics, and sticky retail prices
• FMC slide as a warning for inputs and LATAM credit
• basis improvements at PNW and NOLA as demand signal

Subscribe at www.agbull.com for alerts, morning emails, and Wiesemeyer Intel. “Drop a comment: What can we do better? What would you like to see more of?”

10/23/2025

Trump looking to quadruple beef purchases from Argentina despite GOP anger
The White House is also rolling out a series of policies to boost domestic beef supply in the long term.

10/20/2025

We break down why cash rent outperforms in booms but lags in lean years, and how flex and share contracts shift risk when margins tighten. We map the corn–soybean tilt across regions, unpack China’s stockpiles, and set a practical plan for selling into strength amid missing reports.

• cash rent versus flex and share in lean and boom years
• Why averages mislead when planning risk
• regional yield and price ratios steering corn or soybeans
• $150-per-acre swing from local assumptions
• China’s grain stockpiles and trade war shifts
• rallying beans, weaker export signals, tighter basis
• navigating uncertainty without key reports
• AEI’s data-led strategies for 2025–2026
• long-run demand from income growth and energy use

For the charts mentioned, email: [email protected] or contact AEI at AEI.ag

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10/17/2025

We unpack Trump’s push to cool beef prices, the market’s limit-down reaction in feeder cattle, and how policy headlines are whipsawing cash and futures. We track ripple effects from talk of banning Chinese used cooking oil, Argentina’s reemergence in trade flows, and the cash-first logic behind ADM’s free DP on soybeans.

• options floated to temper beef prices and why cattle producers resist
• volatility from policy signaling, tweets, and import adjustments
• used cooking oil import talk and renewable diesel feedstock shifts
• Argentina currency backstops and meat quota implications
• soybean crush strategy in South America and delayed 45Z clarity
• basis strength, convergence mechanics, and cash flow priorities
• free DP as a signal of physical tightness, not a trick
• rate outlook into 2026 and potential China soybean “deliverables”
• shutdown impact on reports, CPI priority, and USDA timing
• land values supported by investors and solar leases
• bridge aid, reciprocity in trade, and farmer margins under pressure

Subscribe for updates and premium alerts at Ag Bull Media. Contact: 1-855-737-FARM. “Wiesemeyer’s Perspectives is always free.”

10/17/2025

We walk through a fast-moving cattle market as futures flip to a premium over cash, spreads widen, and feeders gain leverage to push bids or wait. We also weigh packer margins, rising carcass weights, retail features, and why alternative meats are losing steam.

• Futures premium over cash reshapes feeder incentives
• October–December spread widens and implies stronger mid‑November values
• Government shutdown delays key data and clouds signals
• Carcass weights climb toward records and lift beef tonnage
• Quality grading improves with longer days on feed
• Packer margins turn negative and risk slaughter cuts
• Retail features drive meat case movement and pricing
• Alternative meats struggle against price and clean label trends
• Structural tight supplies favor firm beef prices into 2026

If you enjoy this podcast, well, good news. If you're a client of mine, client of Mike's friend of Nesvik, you'll get it for free. But moving forward in the months to come, you're gonna have to join premium www.agbull.com. We hope to see you on the premium side.

Trading futures and options involves the risk of loss and is not suitable for all investors.

www.agbull.com

10/17/2025

We walk through a fast-moving cattle market as futures flip to a premium over cash, spreads widen, and feeders gain leverage to push bids or wait. We also weigh packer margins, rising carcass weights, retail features, and why alternative meats are losing steam.

• Futures premium over cash reshapes feeder incentives
• October–December spread widens and implies stronger mid‑November values
• Government shutdown delays key data and clouds signals
• Carcass weights climb toward records and lift beef tonnage
• Quality grading improves with longer days on feed
• Packer margins turn negative and risk slaughter cuts
• Retail features drive meat case movement and pricing
• Alternative meats struggle against price and clean label trends
• Structural tight supplies favor firm beef prices into 2026

If you enjoy this podcast, well, good news. If you're a client of mine, client of Mike's friend of Nesvik, you'll get it for free. But moving forward in the months to come, you're gonna have to join premium www.agbull.com. We hope to see you on the premium side.

Trading futures and options involves the risk of loss and is not suitable for all investors.

www.agbull.com

10/16/2025

We map the weekly levels that could steer Amazon, corn futures, and Bitcoin over the next few months, with clear lines, timelines, and trade scenarios. We keep it simple: respect the weekly close, define risk at support and resistance, and let price confirm the plan.

Trading futures and options involves risk of loss, and it is not suitable for all investors.

www.agbull.com

10/16/2025

We sit down with Jed Sidwell, an Oklahoma State senior and lifelong cattle hand, to unpack why cattle keep climbing, how cheap corn props up feeders, and why headlines from metals to screw worm can jolt prices. Jed shares a clear, calm view of animal health risks, the reality of hedging when markets run, and why direct ties to consumers make this a rare window for ag.

• background in custom forage, feedyards, and show stock
• lessons from a Nashville brokerage and Series 3
• metals rally, inflation talk, and job market links
• corn’s signal for desk activity and risk appetite
• campus free-speech moments and processing public loss
• cattle highs, feeder margins, and timing hedges
• screw worm basics, treatment, and market psychology
• tools and protocols that keep health risks contained
• student podcast access and learning resources
• optimism about direct-to-consumer and ag education

Click like and subscribe

10/15/2025

Soybeans are trending in mainstream media!

10/13/2025

Gold and silver rip to record highs while crude softens and soybeans slide, and we sort signal from noise across rates, tariffs, and safe-haven flows. Field reports from North Dakota reveal frost, disease, and wind shaping yields as cattle stays firm and DC stalls.

• safe-haven metals surging amid uncertainty
• rate expectations, Fed chatter, and 10-year hover
• crude softening as the real-economy signal
• tariff threats, rare earth tensions, and posturing
• soybean futures pressure vs improving North Dakota basis
• field updates on frost, foliar disease, and high winds
• government shutdown impact on payments and outlook
• cattle strength and screwworm control debate
• risk management with call re-ownership and timing

If you enjoy content like this, we now have premium content on the AgBull website, $25 a month, $250 annually

1-855-737-FARM

There is a risk of loss in trading futures and options, and it is not suitable for all investors.

www.agbull.com

10/10/2025

Jim Wiesemeyer & Tommy Grisafi Talk Trump vs China Washington stalls while markets swing, and we map how a shutdown, China tensions, and a stronger dollar hit soybeans, sorghum, and cotton. We outline SDRP Stage Two, likely top-ups, funding routes, and why APH-based aid makes more sense than production-based payments. 1-855-737-FARM

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