Cover art for Ag Squawk | Davis Michaelsen | Shaun Haney | Real Agriculture
AG Bull

Ag Squawk | Davis Michaelsen | Shaun Haney | Real Agriculture

1mo ago47m
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
We recap a wild day in ag markets, including wheat’s sharp selloff and recovery, then bring in Shaun Haney to give a clear-eyed Canadian view on crops, costs, smoke, and trade. We leave with a practical perspective on how politics, weather, and global headlines squeeze farmers on both sides of the border.

• wheat volatility tied to Ukraine headlines, thin volume, and options expiration
• corn and soybeans recovering after early weakness, with livestock strength holding
• Shuan Haney’s Real Agriculture story and why he covers a North American beat
• Western Canadian crop conditions, canola and spring wheat potential, and the need for timely rain
• farm input costs plus rising fixed costs making profitability harder to pencil
• wildfire smoke realities, wind direction, and why cooperation beats finger-pointing
• how Canada’s farm program framework differs from the U.S. farm bill process
• USMCA/CUSMA tariff leverage, dairy and alcohol blowback, and regional stakes inside Canada
• Canada-China dynamics, canola exports, EV imports, and risk to the North American auto pact

Call 855-737 Farm.
Check out the Real Ag Radio podcast wherever you get your podcasts.

Tommy'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.
Loading content...

Read the full transcript

Matterfact has every podcast on Apple Podcasts and Spotify: 700K+ channels, 120M+ episodes.

Already have access? Sign in

Want podcast transcripts in Claude? Subscribe, then follow this guide.Read the guide

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

Matterfact turns the conversations your coverage is already having into a searchable, citable record — across every episode, not just this one.