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 data • Jared’s view of leverage, zero DTE options, and why he stays bullish on volatility • Why South Korea and Taiwan semiconductors matter to U.S. tech and the AI trade • the “every shortage is followed by a glut” framework applied to AI capex • What Jared looks for in gold price action and why silver offers right-tail upside • Why deflation could be the next big worry if the tech bubble breaks • a practical definition of a bubble tied to money made versus effort • how technology booms often crash, go sideways, then finally deliver real winners • The “Awesome Portfolio” concept: stocks, bonds, gold, cash, real estate at 20% each • bond market sentiment as a contrarian signal when longtime bulls capitulate Go to daily dirtnap.com, hit the subscribe button. or call 855-737 Farm Tommy&#x27;s Premium Subscription: www.agbull.com AgBull Audio and Video Links Apple Music Spotify YouTube TikTok Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.

Ag Squawk | Jared Dillian & Davis Michaelsen | How To DJ Techno And Hedge Chaos

AG Bull

Futures Trading Involves Risk of Loss and Is Not Suitable for Everyone. Past Profits Are Not Necessarily Indicative of Future Results or Profits. I may be about to walk into an intellectual wood chipper today. My guest is a deep thinker, decades of experience in the markets. My go-to strategy is to kind of wind them up

and let them go, but I do have some very, very specific questions. Stick around. We'll see how that works out. From behind the big blue bodacious microphone of Ag Bull, your pal, Davis Michaelsen,

the handsome newsman. So glad to have you on this afternoon's edition of Ag Squawk. We are the financial channel obsessed with agriculture. Today, we're going to kind of lean into the financial side. My guest today drops knowledge in a daily newsletter by day and drops sick beats and brings the boogie by night. We'll get to know Jared Dillian in just a moment. But first, let's see. You know what? I'm

going to start it right off with a shout out. We got something old school sent to us through the mail, and it's today's shout out. Shout out to Diane from Illinois. Diane did something super classy. We sent her a little gift, as we here at Ag Bull are known to do, and she sent us a thank you note. Who sends thank you notes anymore? I don't send nearly enough. It's an excellent reminder for me.

Hey, everybody, when you appreciate something, a thank you note, like who even does that anymore? Wonderful. Wonderful. Shout out to Diane and gold star awarded Diane. All right, let's get into it. Sentiments improved according to the University of Michigan Consumer Sentiments Survey. Both current conditions and expectations beat forecasts,

Ag Squawk | Jared Dillian & Davis Michaelsen | How To DJ Techno And Hedge Chaos

Read the full transcript

The candid version is on a podcast,
not the earnings call.

Ag Squawk | Jared Dillian & Davis Michaelsen | How To DJ Techno And Hedge Chaos

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.