Latest / AG Bull / AG Squawk AM | Tommy Grisafi | The Next 250 Years Of Farming in America

Transcript

AG Squawk AM | Tommy Grisafi | The Next 250 Years Of Farming in America · AG Bull

• 0:09
  SPEAKER_00: Good morning, Tommy Grassafi.
• 0:11
  SPEAKER_00: I'll be hosting Ag Squawk AM this morning.
• 0:14
  SPEAKER_00: I'm excited.
• 0:16
  SPEAKER_00: How have you enjoyed the first week of our shows?
• 0:18
  SPEAKER_00: We have an AM show and a P.M.
• 0:20
  SPEAKER_00: show.
• 0:20
  SPEAKER_00: What are we going to talk about this morning?
• 0:21
  SPEAKER_00: We're going to quote up the grain market where we are as of 6 15 this a.m.
• 0:26
  SPEAKER_00: here on July 2nd, 2026, just a few days out before 4th of July.
• 0:30
  SPEAKER_00: Markets are starting to calm down as people are getting ready for that grill in season and America's turning 250.
• 0:37
  SPEAKER_00: We're going to move over to livestock and then we're going to introduce the crew, the AM crew, the afternoon crew.
• 0:42
  SPEAKER_00: We're going to tell you about economic data.
• 0:44
  SPEAKER_00: What's coming out?
• 0:44
  SPEAKER_00: We're going to have a plethora of numbers here today.
• 0:47
  SPEAKER_00: And with that, then we're going to tell you about the afternoon show.
• 0:51
  SPEAKER_00: I'm super excited to hear about who Davis has on, not just this afternoon, but every afternoon.
• 0:57
  SPEAKER_00: Really enjoying the afternoon show, Ag Squawk PM with David's Davis Michelson.
• 1:02
  SPEAKER_00: Now listen, his shows, we thought they're going to go 20 minutes.
• 1:05
  SPEAKER_00: He's having such great guests.
• 1:07
  SPEAKER_00: Yesterday he had Ted on.
• 1:08
  SPEAKER_00: Before that, he had Mike Castle from Stone X.
• 1:12
  SPEAKER_00: His shows are 30, 40 minutes.
• 1:14
  SPEAKER_00: That's what's so great about this channel.
• 1:16
  SPEAKER_00: We are not limited to commercial breaks.
• 1:19
  SPEAKER_00: We are not limited to hold on, times up.
• 1:22
  SPEAKER_00: If you are out there and you're interested in being on a show like this and telling your story, and if you're as passionate about agriculture as we are, we'd love to have you.
• 1:33
  SPEAKER_00: All right.
• 1:33
  SPEAKER_00: With that, you're probably wondering, yeah, I want to come on.
• 1:36
  SPEAKER_00: How do I come on?
• 1:37
  SPEAKER_00: Go to Agbull, agbull.com.
• 1:40
  SPEAKER_00: Google it, search it.
• 1:41
  SPEAKER_00: We're on all the platforms.
• 1:43
  SPEAKER_00: YouTube videos, Apple videos, Spotify videos, Google, AgBull, and you'll learn more about us.
• 1:51
  SPEAKER_00: With that, well, that was a long intro.
• 1:53
  SPEAKER_00: Let's get in the show.
• 2:12
  SPEAKER_00: I am in Nashville, Tennessee, with the good folks of Nesvik Trading here.
• 2:16
  SPEAKER_00: If you ever make it to Nashville, do come and visit us.
• 2:19
  SPEAKER_00: We have a nice show today.
• 2:21
  SPEAKER_00: Going to tell you about what the markets are doing right now.
• 2:24
  SPEAKER_00: And then we're going to tell you a little bit about what economic data is coming out here.
• 2:29
  SPEAKER_00: Quoting up the markets as we speak.
• 2:31
  SPEAKER_00: Corn is up too, beans are up four.
• 2:34
  SPEAKER_00: Border trade, KC, and Minneapolis wheat are all up too.
• 2:38
  SPEAKER_00: Later this afternoon, this morning, we have a big economic report.
• 2:41
  SPEAKER_00: And with that, I want to introduce you to the crew.
• 2:45
  SPEAKER_00: But before that, let's talk about what meats did yesterday.
• 2:50
  SPEAKER_00: Yesterday livestock opened up, traded down, made new lows, traded all the way to the highs, settled right in there.
• 2:57
  SPEAKER_00: Nothing too excited to quote up here in live cattle, feeder cattle, and hogs for yesterday.
• 3:02
  SPEAKER_00: But interesting price action.
• 3:04
  SPEAKER_00: If you start to look at the charts, some of those markets are starting to move sideways.
• 3:08
  SPEAKER_00: Next week we have Carrie Artek.
• 3:10
  SPEAKER_00: Carry Artek is a he charts all the markets in the commodities, and he's on the premium side.
• 3:16
  SPEAKER_00: We'll talk about that in a little bit.
• 3:17
  SPEAKER_00: All right, let's get in the show.
• 3:18
  SPEAKER_00: This is AgSquak AM.
• 3:20
  SPEAKER_00: I am Tommy Grassaffee.
• 3:21
  SPEAKER_00: I want to introduce you to the crew.
• 3:23
  SPEAKER_00: We have a morning show, AgSquawk AM.
• 3:27
  SPEAKER_00: You gotta you gotta love it.
• 3:28
  SPEAKER_00: Judge Jed Sidwell goes through all the information we get.
• 3:32
  SPEAKER_00: We get a lot of great information from Nesvik.
• 3:34
  SPEAKER_00: We have a lot of great partners.
• 3:35
  SPEAKER_00: I want to tell you about our partners.
• 3:37
  SPEAKER_00: One, I'd like to thank a few of the people, Mr.
• 3:39
  SPEAKER_00: Craig Solberg, weatherman for Nesvik.
• 3:43
  SPEAKER_00: Do you know that?
• 3:43
  SPEAKER_00: NESVIC has their own weather guy.
• 3:45
  SPEAKER_00: Guy's unbelievable.
• 3:46
  SPEAKER_00: He wakes up at 3:30 in the morning.
• 3:48
  SPEAKER_00: At 3 30 in the morning, I'm getting up to pee.
• 3:50
  SPEAKER_00: This guy's already working, pumping out information to Nezvik and Agble customers all day long.
• 3:56
  SPEAKER_00: I'd also like to thank Zachary Davis.
• 3:59
  SPEAKER_00: Zachary Davis is in charge of research.
• 4:01
  SPEAKER_00: He gets us everything we need to know the night before and gets us another email at 5:30.
• 4:06
  SPEAKER_00: That's how the premium subscribers are getting that nice morning wrap sheet with all the things to look forward to during the day.
• 4:13
  SPEAKER_00: We have a whole cast of other crew.
• 4:15
  SPEAKER_00: Of course, we have Judge Jed in the morning.
• 4:16
  SPEAKER_00: Why do we call him the judge?
• 4:18
  SPEAKER_00: Well, Jed Sidwell loves to judge cattle.
• 4:20
  SPEAKER_00: He judges cattle all over the United States.
• 4:23
  SPEAKER_00: If you're involved in livestock and cattle or sheep, you've probably seen the judge out there.
• 4:27
  SPEAKER_00: And Jed is a wonderful addition, not only to Agble Media, but to Agble Trading here.
• 4:32
  SPEAKER_00: He is a registered commodity broker.
• 4:35
  SPEAKER_00: He's passionate about agriculture.
• 4:37
  SPEAKER_00: He did a great show here just the other day.
• 4:38
  SPEAKER_00: It's called Bloodlines.
• 4:40
  SPEAKER_00: It's out there.
• 4:41
  SPEAKER_00: Google Agull Bloodlines about a new way of how they're doing cattle.
• 4:47
  SPEAKER_00: All right.
• 4:47
  SPEAKER_00: The afternoon show, Ag Squawk with Davis Michelson.
• 4:51
  SPEAKER_00: That's called Ag Squawk PM with host Davis Michelson.
• 4:55
  SPEAKER_00: Look at him behind the big blue leafy microphone.
• 4:58
  SPEAKER_00: He says the handsome newsman is back.
• 5:01
  SPEAKER_00: Well, Davis down there in the ultimate man cave giving you everything you need to know.
• 5:06
  SPEAKER_00: And how do we get all that information?
• 5:07
  SPEAKER_00: Well, of course, we want to thank our partners, Trade the News.
• 5:10
  SPEAKER_00: Trade the News is an audio squawk service.
• 5:12
  SPEAKER_00: They're offering a free trial.
• 5:13
  SPEAKER_00: If you'd like a free trial of Trade the News, go ahead.
• 5:16
  SPEAKER_00: Go to Trade the News.
• 5:17
  SPEAKER_00: Tell them the Ag Gold Boy sent you and you want your free trial.
• 5:20
  SPEAKER_00: Trade the News is an audio squawk service.
• 5:22
  SPEAKER_00: How are we quoting up the markets to you?
• 5:24
  SPEAKER_00: We have a great partner, T4 Futures and Options, your pro trading platform, plus 500 and FCM in Itasca, Illinois.
• 5:33
  SPEAKER_00: They're also all over the world.
• 5:35
  SPEAKER_00: If you need a quote or if you're ready to make the next move to a professional trading platform, I think this is a wonderful choice.
• 5:42
  SPEAKER_00: This is offered through most FCMs here in the United States.
• 5:45
  SPEAKER_00: If you need more information, give us a call, 185-5737-Farm.
• 5:49
  SPEAKER_00: All right, with that, we got the morning crew.
• 5:52
  SPEAKER_00: We got the afternoon crew.
• 5:53
  SPEAKER_00: What do you need to know here for today?
• 5:56
  SPEAKER_00: You need to know your economic calendar.
• 5:59
  SPEAKER_00: This morning at 7.30, we have unemployment rate.
• 6:02
  SPEAKER_00: That's going to be a big deal.
• 6:03
  SPEAKER_00: What is the unemployment rate in America?
• 6:05
  SPEAKER_00: 4.3, 4.4.
• 6:07
  SPEAKER_00: Did you know that last quarter, the second quarter just ended, we had one of our best quarters in stock market history.
• 6:15
  SPEAKER_00: And I believe the semiconductor index.
• 6:19
  SPEAKER_00: Have you heard about that?
• 6:20
  SPEAKER_00: All these little chips going crazy.
• 6:22
  SPEAKER_00: Semiconductor index put in its best quarter in history.
• 6:27
  SPEAKER_00: Watch that unemployment rate.
• 6:28
  SPEAKER_00: That's going to be out at 7:30.
• 6:29
  SPEAKER_00: Labor force participation rate, ag export sales, nine o'clock durable.
• 6:34
  SPEAKER_00: Ex transportation, 9 30 EIA natural gas.
• 6:38
  SPEAKER_00: Whoo! It's hot out there.
• 6:40
  SPEAKER_00: And you know when it's hot out there, we're using a lot of natural gas to power those homes.
• 6:46
  SPEAKER_00: With that, I'm happy you're joining us.
• 6:50
  SPEAKER_00: I got a couple questions for us.
• 6:51
  SPEAKER_00: What would you like to see us do better in the morning?
• 6:54
  SPEAKER_00: Would you like to be on the afternoon?
• 6:56
  SPEAKER_00: We can do all that.
• 6:57
  SPEAKER_00: Hit us up on the Ag Bull website.
• 6:59
  SPEAKER_00: Just say contact us and we'll get to that.
• 7:02
  SPEAKER_00: All right.
• 7:03
  SPEAKER_00: This afternoon, I need you to tune back.
• 7:05
  SPEAKER_00: Mr.
• 7:06
  SPEAKER_00: Davis Michelson's going to have on BJ Split, a fan favorite, a friend of mine, and a friend of the show.
• 7:12
  SPEAKER_00: Tune in this afternoon, Davis Michelson, BJ Split, Agmarket.net.
• 7:17
  SPEAKER_00: Before we get out of here, I couldn't I couldn't stop to give you a little speech about agriculture in America.
• 7:23
  SPEAKER_00: America is turning 250 years old.
• 7:27
  SPEAKER_00: I would assume agriculture's turning 250 years old in America too, because they had to eat some.
• 7:33
  SPEAKER_00: Maybe they're running around eating berries for a while, but production agriculture in America is like nothing any else in the world.
• 7:40
  SPEAKER_00: There's nothing like it.
• 7:42
  SPEAKER_00: With that, the next 250 years aren't going to look anything like the last 250 years.
• 7:49
  SPEAKER_00: But also things change.
• 7:51
  SPEAKER_00: And in agriculture, production agriculture, it's our job as the farmer, as the rancher, to produce the best high-quality product at the lowest cost.
• 8:02
  SPEAKER_00: And there's other people doing it in the world.
• 8:04
  SPEAKER_00: If you go to a big American manufacturer of equipment, they sell that equipment all over the world.
• 8:09
  SPEAKER_00: I understand right now agriculture is not easy.
• 8:12
  SPEAKER_00: The government's sending payments.
• 8:13
  SPEAKER_00: We're fighting for higher prices, trying.
• 8:16
  SPEAKER_00: Oftentimes throughout the year, the markets spend a lot of it below your cost production.
• 8:21
  SPEAKER_00: Feelings don't matter in agriculture, but we have to move forward and we will move forward.
• 8:28
  SPEAKER_00: The American farmer is the most resilient, prosperous farmer in the world.
• 8:33
  SPEAKER_00: The next 250 years, the next 25 years, the next five years are going to blow your mind with what's going on in technology.
• 8:41
  SPEAKER_00: Go back a few minutes when I talked about the semi, the semiconductor index.
• 8:46
  SPEAKER_00: Someone forgot to mute their phone.
• 8:48
  SPEAKER_00: Let's go back a few minutes when I talked about the semiconductor index.
• 8:52
  SPEAKER_00: That's all the tech.
• 8:53
  SPEAKER_00: That's the tech stuff going on.
• 8:55
  SPEAKER_00: And with all this tech, that tech is being used in agriculture.
• 8:59
  SPEAKER_00: It's in your planner, it's in your harvester, it's in your seed and chemical.
• 9:05
  SPEAKER_00: And yeah, everyone's afraid to talk about it because feelings might get hurt.
• 9:09
  SPEAKER_00: And don't say that bad word.
• 9:11
  SPEAKER_00: Data center.
• 9:12
  SPEAKER_00: And what about the water?
• 9:13
  SPEAKER_00: That's a great point.
• 9:15
  SPEAKER_00: What about the water?
• 9:16
  SPEAKER_00: All right.
• 9:16
  SPEAKER_00: There's a lot of things going on in agriculture.
• 9:19
  SPEAKER_00: And we hope we'll be your platform to bring it to you.
• 9:22
  SPEAKER_00: I don't know about the next 250, but I think we're going to have a good run the next 10 to 15 years.
• 9:29
  SPEAKER_00: My name's Tommy Gristaffi.
• 9:30
  SPEAKER_00: I am Bullish Agriculture.
• 9:33
  SPEAKER_00: Happy birthday, America.