About this episode

The episode features a discussion on the risks of futures trading and the dynamics of calm markets with guests Jared Dillian and Davis Michaelsen.

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 da...

People in this episode

Host: Tommy Grisafi

Guests: Jared Dillian, Davis Michaelsen

Topics covered

• futures trading
• macro talk
• volatility
• AI-driven speculation
• diversified portfolio

Keywords

• futures trading
• ag markets
• volatility
• AI speculation
• diversified portfolio
• inflation
• grains
• livestock

More episodes of AG Bull

• AG Squawk with Rachel Fishback | Farmers Need To Tell Their Stories First · July 21, 2026 · 34 min
• AG Squawk AM 7/21/2026 | Crop Progress, Spring Wheat Shock, And A Cattle Rebound · July 21, 2026 · 7 min
• Brian Grete Commstock | Ag Squawk 7/20/2026 · July 20, 2026 · 35 min
• AG Squawk AM 7/20/2026 | From Crispy Corn to Crazy Crude · July 20, 2026 · 7 min
• Wiesemeyer's Perspectives | Cattle Under Pressure As Grains Rebound · July 19, 2026 · 1h 5m
• AG Squawk AM 7/17/2026 | Smoke, Heat, And Wheat Markets Under Stress · July 17, 2026 · 7 min

Explore listener stats, chart rankings, contacts and more on the AG Bull podcast page.