Wiesemeyer's Perspectives | No Deal!

Fat Tuesday with Mike Sands | SREWWORM in U.S.

www.agbull.com [https://www.buzzsprout.com/1848225/fan_mail/new] New World screwworm jumps to the top of the cattle conversation, and we sort out what USDA actually communicated versus what people think they heard. We also connect the pest narrative to market structure, especially why a strong basis and managed money long liquidation can pressure futures and pull on cash decisions.  • USDA’s New World screwworm messaging, five-point plan, and what remains unclear  • No food safety issue but real risk of negative consumer reaction  • Why cattle movement drives spread and why the border closure bought time  • Practical biosecurity, treatment tools, and the need to put eyes on cattle  • Sterile fly technique limits today and why added capacity matters  • How states may respond and why quarantine protocols could shape trade  • Managed money net long positions and how long liquidation hits futures  • Why June and August basis levels look unusually strong  • Seasonal spring peak patterns and what futures imply for summer cash  • Feeder cattle speculation unwind and why deferred discounts may be too bearish  Yeah, if you're watching, listening, have something that or a chart that you'd like to maybe see in an episode coming up, let us know.  Tommy's Premium Subscription: www.agbull.com [http://www.agbull.com/] AgBull Audio and Video Links Apple Music [https://podcasts.apple.com/us/podcast/ag-bull/id1596548171] Spotify [https://open.spotify.com/show/2BXdVJVVm2H7tUwCA9MzZK?si=Zt2H4s24QYKf7mFMsXrMoQ&nd=1&dlsi=01601a77d2ab4f3f] YouTube [https://www.youtube.com/@agbullmedia] TikTok [https://www.tiktok.com/@agbullmedia] Futures and options trading involve risk and are not suited for everyone. Support the show [https://www.agbull.com/intel-subscription/]

Wiesemeyer's Perspectives | No Deal!

www.agbull.com [https://www.buzzsprout.com/1848225/fan_mail/new] We track why corn, soybeans, and wheat weaken while soybean oil stays hot, then zoom out to the geopolitical and policy headlines that can hit farm input costs fast. From Hormuz to the Farm Bill to biofuel credits, we connect the dots between news flow and what it means for planting decisions, logistics, and demand. • Weekly ag market recap and why June bull markets are rare for corn  • US Iran proposal and why the Strait of Hormuz matters for fertilizer, fuel, and shipping  • Specialty crop bridge aid details, payment design concerns, and eligibility limits  • FTC fertilizer investigation and what data could reveal  • Congress returns, USDA oversight hearing, and the Senate math behind Farm Bill 2.0  • USDA ag trade outlook, persistent trade deficit, and Brazil’s growing share  • China buying signals, tariff timing, and the “border trade” setup  • Union Pacific Norfolk Southern merger timeline and key questions for captive shippers  • IEEPA tariff refunds, the portal process, and why filing speed matters  • 45Z sustainable aviation fuel credits, carbon scoring, and what could change soy demand  • Record RIN prices, year-round E15 politics, and what to watch from EPA next Go over to Trade the News, tell them the AgBull boys sent you, like a free trial, trade the news  Tommy's Premium Subscription: www.agbull.com [http://www.agbull.com/] AgBull Audio and Video Links Apple Music [https://podcasts.apple.com/us/podcast/ag-bull/id1596548171] Spotify [https://open.spotify.com/show/2BXdVJVVm2H7tUwCA9MzZK?si=Zt2H4s24QYKf7mFMsXrMoQ&nd=1&dlsi=01601a77d2ab4f3f] YouTube [https://www.youtube.com/@agbullmedia] TikTok [https://www.tiktok.com/@agbullmedia] Futures and options trading involve risk and are not suited for everyone. Support the show [https://www.agbull.com/intel-subscription/]

Friday Futures Report | Tom Leffler

www.agbull.com [https://www.buzzsprout.com/1848225/fan_mail/new] We’re in Nashville on a bare-bones setup, but the markets are anything but simple as nearly every major ag commodity closes down and sets up a weekend of headline risk. We walk through Tom Leffler’s slides to put the week’s damage in context, then zoom out to seasonals, cattle volatility, and what we’re watching next month.  • weekly futures scoreboard across cattle, hogs, corn, soybeans, wheat and cotton  • year-over-year context to judge whether prices are still historically strong  • USDA monthly average cash prices and how basis changes what you actually receive  • seasonal patterns for Kansas City wheat highs after January 1  • seasonal timing for new-crop soybean highs and why early-year highs are unusual  • seasonal timing for December corn highs and how to use it in a marketing plan  • feeder cattle technical levels and why they matter right now  • algorithms and managed money driving futures beyond cash signals  • expanded daily limits in live cattle and feeder cattle plus the trade-offs  • what we’re watching next month in managed money, soy crush, and cattle cash trade  If you can come back in for lunch or in the evenings and watch these videos, they'll help out a lot. Tommy's Premium Subscription: www.agbull.com [http://www.agbull.com/] AgBull Audio and Video Links Apple Music [https://podcasts.apple.com/us/podcast/ag-bull/id1596548171] Spotify [https://open.spotify.com/show/2BXdVJVVm2H7tUwCA9MzZK?si=Zt2H4s24QYKf7mFMsXrMoQ&nd=1&dlsi=01601a77d2ab4f3f] YouTube [https://www.youtube.com/@agbullmedia] TikTok [https://www.tiktok.com/@agbullmedia] Futures and options trading involve risk and are not suited for everyone. Support the show [https://www.agbull.com/intel-subscription/]

Wiesemeyer's Perspectives | Memorial Day 2026

www.agbull.com [https://www.buzzsprout.com/1848225/fan_mail/new] Tommy's Premium Subscription: www.agbull.com [http://www.agbull.com/] AgBull Audio and Video Links Apple Music [https://podcasts.apple.com/us/podcast/ag-bull/id1596548171] Spotify [https://open.spotify.com/show/2BXdVJVVm2H7tUwCA9MzZK?si=Zt2H4s24QYKf7mFMsXrMoQ&nd=1&dlsi=01601a77d2ab4f3f] YouTube [https://www.youtube.com/@agbullmedia] TikTok [https://www.tiktok.com/@agbullmedia] Futures and options trading involve risk and are not suited for everyone. We run through a fast, heavy week across grains, livestock, and macro policy, then zoom in on why cattle volatility and sticky food inflation are getting political. We connect fertilizer strategy, trade fights, court risk, and shipping rules to what you pay at the store and what you hedge on the board.  • weekly moves across corn, soybeans, wheat, cotton, cattle, feeders, and hogs  • demand still solid, but early signs of trade-down buying in meat  • cattle on feed takeaways, including heavy placements and lower marketings  • feeder cattle limit-style action and why exits matter  • USDA fertilizer strategy and the “national security” framing  • Moroccan phosphate countervailing duties and the cost to farmers  • China ag trade uncertainty and why USDA flash sales are the real signal  • Cargill labor dispute risk and how it could tighten beef supplies  • Supreme Court pesticide labeling case and implications for glyphosate  • beef TRQ import debate and the split between inflation and rancher policy  • Senate farm bill timeline pressures, including SNAP cost sharing and E15 gaps  • USDA food inflation forecast with beef projected sharply higher  • Fed leadership change talk and what it could mean for rates and volatility  • Jones Act waiver impacts on diesel shipping, freight, and fertilizer flows  • crude oil and local gas price check heading into the holiday  “Do me a favor, if you could, please, don't just go to YouTube, subscribe to YouTube.” “Move over to the premium side, www.agbull.com,$25 a month,$250 annually.” “Tell them the Agbull Boy's sent you to trade the news, get a free trial over there, check that out.” “Drop a comment. What did you pay for gas locally when you traveled this weekend?”  Support the show [https://www.agbull.com/intel-subscription/]

Wiesemeyer's Perspectives | The Bull needs to be Fed

www.agbull.com [https://www.buzzsprout.com/1848225/fan_mail/new] Tommy's Premium Subscription: www.agbull.com [http://www.agbull.com/] AgBull Audio and Video Links Apple Music [https://podcasts.apple.com/us/podcast/ag-bull/id1596548171] Spotify [https://open.spotify.com/show/2BXdVJVVm2H7tUwCA9MzZK?si=Zt2H4s24QYKf7mFMsXrMoQ&nd=1&dlsi=01601a77d2ab4f3f] YouTube [https://www.youtube.com/@agbullmedia] TikTok [https://www.tiktok.com/@agbullmedia] Futures and options trading involve risk and are not suited for everyone. We break down why markets feel whippy right now, from wheat supply shocks and trade headlines to fertilizer costs that keep sneaking back into every margin conversation. We keep coming back to one driver we can’t ignore: rising interest rates and Treasury yields that set the tone for everything from hedging to farm finances.  • cotton, soybeans, corn, and wheat reacting to summit expectations and profit taking  • why markets can peak on bullish news and bottom on bearish news  • USDA NASS winter wheat estimates surprising the trade and tightening stocks  • North Dakota dust storm and wind damage risk for spring wheat and replant decisions  • Trump-China summit takeaways including tariff frameworks, shipping costs, and beef plant registrations  • year-round E15 clearing the House and the Senate path staying uncertain  • the RFS waiver fight and why assumptions matter for ethanol and biodiesel demand  • Mexico pork restrictions focused on specific products and what it means for packer margins  • USMEF export study showing how beef and pork exports add value to corn and soybeans  • fertilizer hearing highlights, domestic production timelines, and oil price pressure  • beef import tariff plan delayed after backlash  • Kevin Warsh taking the Fed as CPI, PPI, and Treasury yields push “higher for longer”  • Iran conflict risk feeding energy inflation and spilling into ag inputs  • Corteva outlook on gene editing and hybrid wheat as a real productivity lever  Please click like and subscribe  www.agbull.com, $25 a month, $250 annually  If you'd like a free trial of trade the news, go over, Google Trade the News, tell them the Ag Bull Boys sent you  You can follow at Agbullmedia  Media on TikTok  Support the show [https://www.agbull.com/intel-subscription/]