Episode Details
Back to EpisodesAG Squawk with Davis Michaelsen | Tommy Grisafi USDA $6.00 Corn Hoax
Description
Corn gets drilled by a bearish USDA WASDE surprise, then fights back off the lows as we sort out what the tape might be saying beneath the headline yield. Tommy Grissoffi joins us to turn a brutal report day into a practical talk on positioning, leverage, and the basics that keep a grain marketing plan standing.
• key WASDE numbers for corn, soybeans, and wheat and why the trade reacted so violently
• settlements across grains and livestock and what the cattle strength implies for feed costs
• questions raised by Nebraska ear count math and how to think about USDA data quality
• why heavy volume at the lows can signal liquidation and fund length coming out
• risk management under leverage, margin calls and options selling blowups
• back-to-basics marketing framework: bushels, basis, bins and cash flow timing
• wheat export weakness, freight costs and why “Black Sea disruption” is not a simple bullish switch
• why bonds and interest rates matter to every farm balance sheet
• separating useful market intel from viral internet noise
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