Cow Guy | Stocks | Bonds | Commodities

Cow Guy | Stocks | Bonds | Commodities

From AG Bull by Tommy Grisafi

April 29, 2026 · 46 min

About this episode

Tommy Grisafi interviews Scott “The Cow Guy” to discuss market dynamics involving crude oil, NASDAQ, and strategies for farmers and ranchers.

www.agbull.com We catch up with Scott “The Cow Guy” to make sense of a market day that breaks the usual rules, with crude oil surging while the NASDAQ holds firm. We connect the dots between Fed policy, bond yields, inflation hedging, and what farmers and ranchers can do right now to protect margins. • cross-asset read on equities, bonds, and commodities as one system • Why oil can spike while stocks look through it • VIX behavior and what muted volatility can imply&n...

People in this episode

Host: Tommy Grisafi

Guest: Scott “The Cow Guy”

Topics covered

  • market analysis
  • Fed policy
  • bond yields
  • inflation hedging
  • commodities
  • equities
  • volatility

Keywords

  • market day
  • crude oil
  • NASDAQ
  • bond yields
  • inflation
  • farmers
  • ranchers
  • volatility
  • commodities

Mentioned in this episode

Organizations: AG Bull, NASDAQ, Fed, VIX

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