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We catch up with Scott “The Cow Guy” to make sense of a market day that breaks the usual rules, with crude oil surging while the NASDAQ holds firm. We connect the dots between Fed policy, bond yields, inflation hedging, and what farmers and ranchers can do right now to protect margins.

• cross-asset read on equities, bonds, and commodities as one system
• Why oil can spike while stocks look through it
• VIX behavior and what muted volatility can imply
• Fed meeting fallout and why rate cuts get pushed out
• Kevin Warsh's background and how Fed leadership works as a committee
• Scott Bessent's story and how tariff timing can prevent market stress
• grains outlook for corn, soybeans, and wheat with energy tailwinds
• fertilizer and input-cost risk heading into next season
• hedging mindset for producers using downside protection
• China concentration risk for US agriculture and the case for diversifying demand
• cattle fundamentals behind record prices and the ground beef shift
• energy as an event-driven market and why high prices can cure themselves
• gold, silver, and copper as portfolio tools and signals
• classic pit stories and what floor trading taught about execution

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