Episode Details
Back to EpisodesAG Squawk with Davis Michaelsen | MARKETS MONDAY | Todd 'Bubba' Horwitz
Description
Grain markets cool off after harvest highs as we reconnect with Todd “Bubba” Horwitz to link corn and soybeans to interest rates, bank risk, and consumer prices. We trade stories from Las Vegas to the Federal Reserve and leave you with concrete hedging and investing rules built for real life.
• export inspections context for corn, soybeans, and wheat
• harvest pressure versus longer-term bull case in grains
• why fund flows can rotate from equities into commodities
• Fed policy, inflation, and why higher rates hurt and help
• bank leverage, bailouts, and the taxpayer backstop argument
• oil prices, war risk, refiners, and the cost at the pump
• equity market vulnerability, AI hype, and data center power demand
• gold and silver discipline, physical versus paper, and investing with spare cash
AgBull Audio and Video Links:
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.