AG Bull
AG Bull
Tommy Grisafi
Ag Squawk | Jared Dillian & Davis Michaelsen | How To DJ Techno And Hedge Chaos
46 minutes Posted Jul 17, 2026 at 8:00 pm.
Cold Open And Show Setup
Shout-Out, Sentiment, And Market Check
Meet Jared Dillion And His Worlds
Underground DJ Craft And Club Reality
Why He’s Bullish On Volatility
South Korea, Semis, And The AI Trade
Gold Price Action And Silver’s Right Tail
Deflation Risk, Fed Posture, Bubble Definition
Why AI May Need A Shakeout
U.S. Politics, Extremes, And Lindsey Graham
The Awesome Portfolio And Sleeping At Night
Bonds Contrarian Signal And How To Subscribe
Weather Snapshot And Texas Flooding
Mildly Interesting History And Pop Culture
Ag Squawk Injustice And Closing
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Show notes
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...