Ag Bull

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 day’s grain and livestock action, then zoom out to the consumer by reading holiday-season chart signals in Amazon, Walmart, Costco, and MasterCard. After that, David Brock gives us a clear, practical map of ethanol economics and why year-round E15 keeps getting stuck even when the benefits seem obvious. 
• daily export sales and the day’s futures settles across corn, beans, wheat, cattle, and hogs 
• technical chart levels to watch for Amazon, Walmart, Costco, and MasterCard into year end 
• David Brock’s path through farming, ag banking, USDA, and biofuels law 
• ethanol as a crush business where margin rules everything 
• Nebraska’s golden triangle of corn, cattle, and ethanol plus distillers grains impact 
• the blend wall explained through Reid vapor pressure and the E10 waiver history 
• why small refiner exemptions and retail pump logistics slow E15 adoption 
• HR 1346 and S 593 plus how the Senate process changes the outcome 
• what a lame duck session means for E15 language and the next farm bill push 
• the next wave for ethanol plants: corn oil, higher protein products, captured CO2, and chemical manufacturing potential 

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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 through a fast market check on grains and livestock, then connect the dots between weather risk, South America crop progress, and a rough stretch across ag prices. We also zoom out to the stock market sell-off and today’s key economic reports that can sway broader sentiment. 
• quick look at cattle and hog performance amid a brutal ag tape 
• current corn, soybean, and Chicago wheat pricing on the screen 
• dry US forecast timing and what it could mean for wheat and feedlot areas 
• Brazil and Paraguay rain update and why it matters for early season crops 
• Brazil soybean planting pace versus the five-year average 
• drought map across major cattle counties and what improves and what doesn’t 
• Nasdaq correction talk, dip buying, and why the jobs report matters 

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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.

Corn tags 440 and January soybeans slip into the 11s as we walk through the day’s settlements and what those price levels could mean next. We also dig into farm sentiment, ag credit stress, and why the stock market’s trillions lost still fits inside the math of corrections and leverage. 
• Weekly export sales context for wheat, corn and soybeans 
• Grain and livestock settlements, including corn at 440 and feeders’ sharp drop 
• The question of whether 440 holds and what “enough” selling looks like 
• Purdue Ag Economy Barometer signals on input costs, current conditions and expectations 
• Why capital investment sentiment can rise without big machinery purchases 
• American Bankers Association survey takeaways on liquidity, credit demand and working capital 
• Biofuels politics, refinery pressure and the fight to finalize lost gallons rules 
• Why big stock market down days happen and how to think about 5%, 10% and 20% moves 
• Leverage risks in options and leveraged ETFs plus the value of diversification 
• A practical discipline tool: keeping dry powder and rebalancing regularly 
• Looking ahead to retail stocks and the deeper ethanol conversation tomorrow 

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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 through the morning’s ag market pulse, from cattle and hogs to corn, soybeans, and wheat, then tie price action back to weather risk and demand signals. We also connect the protein complex to fast-food headlines as Wendy’s rejects a buyout offer and we flag the day’s key economic reports. 
• live cattle and lean hogs early weakness alongside grain price checks 
• sponsor mention and tools used for quoting and trading markets 
• Corn Belt rain ending and a multi-day dry stretch ahead, with the Mid-South notably warm and dry 
• severe storms in Southern Brazil and Paraguay and why South America weather drives US price expectations 
• US soybean harvest progress near completion, with regional laggards and double-crop acres 
• cattle volatility versus pork structure, plus the farmer’s share of the retail dollar and demand trends 
• Wendy’s rejecting a $1.4B takeover proposal and what beef costs and operational efficiency signal 
• export sales, jobless claims, productivity, and natural gas storage on the calendar 
If you need more content in your life, I encourage you to go on over to 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.

Jim Wiesemeyer 
Shaun Haney
Randy Russell
Tommy Grisafi 

A midterm blowout reshapes Washington, and we break down why affordability, war-driven energy costs, and shifting coalitions move votes in places that used to feel untouchable. We connect the political shock to real farm economics, then map what could realistically get done on the Farm Bill, trade, and biofuels with a divided government. 

• Democrats’ surge and what voters punish most 
• Affordability as the driving force behind the results 
• Iran war spillover into diesel, gasoline, fertilizer, and food prices 
• Rural and farm vote erosion plus the crossover that mattered 
• Candidate quality and loyalty politics as hidden accelerants 
• Farm Bill prospects in a lame-duck session and why SNAP is pivotal 
• Tariffs as leverage versus collateral damage for agriculture exports 
• Year-round E15 and why biofuels policy keeps stalling 
• Oversight hearings as a path to transparency on trade commitments 
• New committee power centers and leadership changes that reshape priorities 
• What to measure in six months: war trajectory, deal-making, debt ceiling pressure 
• Likely bipartisan lanes like ag labor, drug pricing, and child care tax credits 
• Likely stalemates around government funding and budget fights 

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 sort through the post-election market mood with commodity trader Stephen Davis, from why stocks often rally after midterms to how gridlock can calm investor nerves. Then we bring it back to the farm gate with clear-eyed takes on crude oil, the Farm Bill, and what demand signals really mean for corn, soybeans, and wheat.

• quick hits on daily export sales, ethanol production, crude and diesel inventories, and midday futures action 
• Stephen Davis’s path from the Chicago Board of Trade to running a commodity trading advisor with macro and agricultural programs 
• why equities can rally after midterms, and why markets often prefer policy gridlock 
• big tech and the data center build-out, cash flow pressure, and local political pushback 
• crude oil weakness, Middle East rhetoric, shipping flow, and ongoing refinery capacity risk 
• why a lame-duck Farm Bill push could make sense for both parties 
• corn outlook centered on export demand, ending stocks risk, and what funds may do next 
• soybeans through the lens of renewable diesel, soybean oil leadership, meal demand sensitivity, and looming yield updates 
• wheat pressured by poor export business, with Black Sea risk and acreage expansion ahead 
• El Nino framed as probabilities and tendencies, plus a warning to distrust easy market narratives



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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 through the morning’s ag market setup, from cattle and hog moves to early corn, soybean, and wheat pricing, then zoom out to the weather patterns shaping fieldwork and feedyard conditions. We also unpack StoneX soybean yield estimates ahead of the next USDA WASDE and talk through how the election results could change the narrative around grocery store prices and agriculture. 
• live cattle and feeder cattle lower while front month lean hogs firm 
• December corn steady while soybeans rally and Chicago wheat holds 
• Midwest rain ending then warmer, drier stretch across the Corn Belt 
• southern Brazil and Paraguay storms bringing meaningful moisture totals 
• StoneX soybean yield estimate versus USDA and other private surveys 
• feedlot rain data and why wet falls do not guarantee lighter cattle 
• Democrats taking House and Senate and what that could mean for ag scrutiny 
• grocery price blame game and the gap between farmgate and processed food inflation 
• key economic releases on the calendar including ADP, ISM services, and EIA stocks 

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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 live on election night to track a sharp blue wave and the immediate ripple effects across stock index futures, precious metals, and the commodity markets. We connect the political shock to the real drivers hitting producers right now: bigger yield talk, fund positioning, inflation, fuel, and the cost of carrying risk. 

• live market check across S&P 500 Nasdaq and Dow futures 
• gold and silver moves as risk signals 
• StoneX corn and soybean yield estimates pressuring grains 
• why 55-bushel soybeans change the conversation 
• blue wave results across House, Senate, and governors 
• what voters are mad about: inflation, healthcare, fuel, cost of living 
• why farmers feel squeezed after high input costs 
• fund flows in corn, soybeans, soybean meal, and wheat 
• how a weaker dollar can support exports 
• cattle market weakness tied to fuel and consumer strain 
• practical hedging mindset: sell cash grain then buy calls 
• why lower prices create demand even when it hurts 
• the bailout narrative and why checks do not fix the problem 
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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 keep Election Day in view while staying focused on what producers can act on right now: market moves, policy pressure points, and trade signals that can shift demand. We run through grains and livestock, then dig into the Farm Bill outlook, Prop 12’s funding fight, and a major EPA decision affecting animal feeding operations.

• urging everyone to vote and then pivoting to undercovered ag stories 
• sharing platform updates, group discounts, and where to find premium analysis 
• reporting daily export sales and walking through corn, soybean, wheat, and livestock closes 
• laying out why a Farm Bill push before Christmas is still plausible 
• explaining committee turnover and why timing matters for Farm Bill 2.0 
• unpacking the “Bacon Wars” narrative around Prop 12 and who funds the messaging 
• asking the bigger precedent question about one state shaping national production rules 
• summarizing EPA’s move to halt emissions estimates tied to the 2005 AFO agreement 
• flagging weaker China buying outside soybeans and noting US Canada trade tensions 
• closing with weather risks, a few November 3 history notes, and what’s coming next


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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 through the morning’s key ag markets, then zoom out to the weather and demand signals that could shape grain and livestock pricing. We also flag how midterm election headlines, oil moves, and a busy economic calendar could swing broader market sentiment today.
• lean hogs mixed with the front month lower
• corn, soybeans, and Chicago wheat morning quotes
• Corn Belt rain then a long dry and warm stretch
• South America rainfall focus in Brazil, Paraguay, and Argentina
• NASS September soybean crush below trade expectations
• Australian beef production growth and export pressure
• midterm election scenarios and potential stock market volatility
• Purdue ag sentiment, JOLTS, factory orders, and watching oil
Make sure and fill out your ballots today.
If you have anything you'd like to see on the show, let us know down in the comments below or call us.
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AgBull Audio and Video Links:

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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.