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. 

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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 

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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 Farm

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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.

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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 

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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.

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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.

 
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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.com

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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.com

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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.com

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Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.