Cash Grain The Gravity of Markets #CommodityMarkets #CashGrain #AgricultureInvesting #FinancePodcast

Published: Friday July 03, 2026 @ 12:00 EDT
Duration: 1.15 minutes
Views: 1
Likes: 0
Favorite: 0
Description: Futures markets can be moved by speculators, outside money, and narratives that have little to do with what's happening on the ground. The physical cash market eventually corrects all of that.

Angie Setzer describes cash grain as gravity. When moisture levels come in at 10% instead of the expected 13%, 3% of the yield is simply gone. That shows up in the physical flow, in how hard it is to buy or sell bushels, before it shows up anywhere else. Speculators can push a market in any direction for a period of time, but the cash market tells the real story. It always catches up.

Watch the full episode: https://www.youtube.com/watch?v=i16TdRqvC3k
More insights at: https://www.johnsonrandall.com/

#HedgeFund #InstitutionalInvesting #SmartMoney #FundManager #AssetManagement #CapitalMarkets #StockMarket #Economy #Investing #Finance #WealthManagement #MarketUpdate #MacroEconomics #FedRate #FederalReserve #RecessionWatch #EarningsSeason #PortfolioStrategy #FinancePodcast #InvestingPodcast #StockMarketNews

Commodity Corn vs Consumer Products #CommodityMarkets #GroceryPrices #FoodInflation #FinancePodcast

Published: Wednesday July 01, 2026 @ 12:00 EDT
Duration: 0.95 minutes
Views: 16
Likes: 0
Favorite: 0
Description: Commodity corn and the corn in your grocery cart are not the same thing, and the price of one has very little to do with the price of the other.

The companies that convert raw commodities into consumer products protect their margins in both directions. When input costs rise, they pass it through. When input costs fall, they hold prices and point to the earlier squeeze as justification. Beyond that, the commodity itself is a small part of what drives grocery costs. Labor, packaging, freight, factory overhead, and real estate all move the needle far more than whether corn is up or down a few cents a bushel.

Watch the full episode: https://www.youtube.com/watch?v=i16TdRqvC3k
More insights at: https://www.johnsonrandall.com/

#HedgeFund #InstitutionalInvesting #SmartMoney #FundManager #AssetManagement #CapitalMarkets #StockMarket #Economy #Investing #Finance #WealthManagement #MarketUpdate #MacroEconomics #FedRate #FederalReserve #RecessionWatch #EarningsSeason #PortfolioStrategy #FinancePodcast #InvestingPodcast #StockMarketNews

The Stock Market Playbook Ep. 33: Angie Setzer on Grain Markets and Commodities

Published: Tuesday June 30, 2026 @ 12:53 EDT
Duration: 44.47 minutes
Views: 21
Likes: 2
Favorite: 0
Description: In this episode, I speak with Angie Setzer about the realities of the physical grain markets and how they connect to futures trading and global commodity prices.

We discuss the key drivers of supply and demand, the role of weather and geopolitics, and why understanding physical markets provides a valuable edge for traders and investors.
Angie also shares insights into U.S. grain exports, international demand, GMO crops, and the broader forces shaping agricultural markets. Whether you're interested in commodities, futures, or macro investing, this conversation offers a deeper look at one of the world's most essential industries.

Follow Angie on X: https://x.com/GoddessofGrain?lang=en
TikTok: https://www.tiktok.com/@goddessofgrain
Substack: https://substack.com/@goddessofgrain
Website: https://www.consusag.net

Join our newsletter: https://www.jaredjohnson.co/optin

For more on our strategy and approach, visit johnsonrandall.com

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Sponsor Inquiries ➤ jared@johnsonrandall.com

#investing #interview #podcast #silver #hedgefund
#HedgeFund #InstitutionalInvesting #SmartMoney #FundManager #AssetManagement #CapitalMarkets #StockMarket #Economy #Investing #Finance #wealthmanagement #MarketUpdate #MacroEconomics #FedRate #FederalReserve #RecessionWatch #EarningsSeason #PortfolioStrategy #FinancePodcast #InvestingPodcast #StockMarketNews

AI’s Future: Monetizing Massive Infrastructure #AI #CloudComputing #TechStocks #Investing

Published: Monday June 29, 2026 @ 12:00 EDT
Duration: 0.93 minutes
Views: 24
Likes: 0
Favorite: 0
Description: Steven Fiorillo explains why only a small group of companies currently has the scale and infrastructure required to monetize AI at hyperscale levels.

While much of the market debate focuses on near term results, the larger opportunity may unfold over the next decade as these platforms convert massive infrastructure investments into long term revenue.

Watch the full episode: https://www.youtube.com/watch?v=TJcXfxBq1iY
More insights at: https://johnsonrandall.com

#HedgeFund #InstitutionalInvesting #SmartMoney #FundManager
#AssetManagement #CapitalMarkets #StockMarket #Economy #Investing
#Finance #WealthManagement #MarketUpdate #MacroEconomics #FedRate
#FederalReserve #RecessionWatch #EarningsSeason #PortfolioStrategy
#FinancePodcast #InvestingPodcast #StockMarketNews

Finding Success in Sideways Markets #Trading #PriceAction #MarketStructure #TechnicalAnalysis

Published: Friday June 26, 2026 @ 12:00 EDT
Duration: 1.23 minutes
Views: 14
Likes: 0
Favorite: 0
Description: Anne-Marie Baiynd explains why much of the market’s activity happens inside ranges and how trading the edges of consolidation can create consistent opportunities.

Watch the full episode: https://www.youtube.com/watch?v=Dz6z46hpyUw
More insights at: https://johnsonrandall.com

#HedgeFund #InstitutionalInvesting #SmartMoney #FundManager
#AssetManagement #CapitalMarkets #StockMarket #Economy #Investing
#Finance #WealthManagement #MarketUpdate #MacroEconomics #FedRate
#FederalReserve #RecessionWatch #EarningsSeason #PortfolioStrategy
#FinancePodcast #InvestingPodcast #StockMarketNews

Trading: Luck vs. Skill #Trading #TradingPsychology #StockMarket #FinancePodcast

Published: Monday June 22, 2026 @ 12:00 EDT
Duration: 1.07 minutes
Views: 55
Likes: 3
Favorite: 0
Description: A profitable trade and a good trade are not the same thing. Peter Robbins breaks down what separates skill from luck in trading and why the only strategy worth having is one you can actually execute when the market turns against you.

Watch the full episode: https://www.youtube.com/watch?v=hEmmdIrm7qI
More insights at: https://www.johnsonrandall.com/

#HedgeFund #InstitutionalInvesting #SmartMoney #FundManager #AssetManagement #CapitalMarkets #StockMarket #Economy #Investing #Finance #WealthManagement #MarketUpdate #MacroEconomics #FedRate #FederalReserve #RecessionWatch #EarningsSeason #PortfolioStrategy #FinancePodcast #InvestingPodcast #StockMarketNews

Buffett's Apple Investment: A Shift in Perspective #Buffett #ValueInvesting #Apple #FinancePodcast

Published: Friday June 19, 2026 @ 12:00 EDT
Duration: 1.03 minutes
Views: 5
Likes: 0
Favorite: 0
Description: Buffett was skeptical of technology for decades. Then he built one of Berkshire's largest positions in Apple. Jared and Alex Morris on what that willingness to evolve without abandoning the underlying framework actually tells you about great long-term investors.

Watch the full episode: https://www.youtube.com/watch?v=rD6J0WlRBNM
More insights at: https://www.johnsonrandall.com/

#HedgeFund #InstitutionalInvesting #SmartMoney #FundManager #AssetManagement #CapitalMarkets #StockMarket #Economy #Investing #Finance #WealthManagement #MarketUpdate #MacroEconomics #FedRate #FederalReserve #RecessionWatch #EarningsSeason #PortfolioStrategy #FinancePodcast #InvestingPodcast #StockMarketNews

Welcome to our live show!

Published: Thursday June 18, 2026 @ 15:58 EDT
Duration: 0.00 minutes
Views: 0
Likes: 0
Favorite: 0
Description: Thanks for joining our exclusive live broadcast. Feel free to share your questions and interact with other participants in the chat.

Welcome to our live show!

Published: Thursday June 18, 2026 @ 12:15 EDT
Duration: 0.00 minutes
Views: 0
Likes: 0
Favorite: 0
Description: Thanks for joining our exclusive live broadcast. Feel free to share your questions and interact with other participants in the chat.

Multiple Strategies for Market Success #TradingStrategy #DayTrading #InvestingMindset

Published: Wednesday June 17, 2026 @ 12:00 EDT
Duration: 1.03 minutes
Views: 25
Likes: 0
Favorite: 0
Description: Temperament matters as much as the strategy itself. Some traders can hold a position for two years without touching it. Others need the activity and precision of day trading. Neither approach is wrong, and the conversation with Jabari Bowry made that clear.

What came out of it was a point about flexibility: for traders who can manage multiple approaches at once, there's a compounding effect that goes beyond any single method. Jabari tested his own strategy across six timeframes, from 45 seconds to 15 minutes, for exactly that reason. More angles, more data, more resilience in the overall system.

Watch the full episode: https://www.youtube.com/watch?v=vi8zxQZ3g1E&t=1s
More insights at: https://www.johnsonrandall.com/

#HedgeFund #InstitutionalInvesting #SmartMoney #FundManager #AssetManagement #CapitalMarkets #StockMarket #Economy #Investing #Finance #WealthManagement #MarketUpdate #MacroEconomics #FedRate #FederalReserve #RecessionWatch #EarningsSeason #PortfolioStrategy #FinancePodcast #InvestingPodcast #StockMarketNews

Stock Beta Your Warning Label #StockBeta #RiskManagement #StockMarket #FinancePodcast

Published: Monday June 15, 2026 @ 12:00 EDT
Duration: 0.88 minutes
Views: 28
Likes: 2
Favorite: 0
Description: Every stock comes with a warning label. Most investors don't read it.

Beta is the measure of a stock's volatility relative to the S&P 500. A beta of one means it moves roughly in line with the index. A beta of four means it moves four times as hard in either direction. Dave Data Guy's examples: Clean Spark sits around 3.5, Tesla is over two. Both are widely held stocks, and both carry a level of volatility that tends to surprise people who didn't check before they bought.

Yahoo Finance shows it in seconds. The number tells you exactly what you're signing up for.

Watch the full episode: https://www.youtube.com/watch?v=0i0aBwnZd-s
More insights at: https://www.johnsonrandall.com/

#HedgeFund #InstitutionalInvesting #SmartMoney #FundManager #AssetManagement #CapitalMarkets #StockMarket #Economy #Investing #Finance #WealthManagement #MarketUpdate #MacroEconomics #FedRate #FederalReserve #RecessionWatch #EarningsSeason #PortfolioStrategy #FinancePodcast #InvestingPodcast #StockMarketNews

Welcome to our live show!

Published: Saturday June 13, 2026 @ 00:22 EDT
Duration: 26.97 minutes
Views: 14
Likes: 1
Favorite: 0
Description: Thanks for joining our exclusive live broadcast. Feel free to share your questions and interact with other participants in the chat.

Investing Late Dave's Flex Stock Story #StockPicking #ContrarianInvesting #GrowthStocks

Published: Friday June 12, 2026 @ 12:00 EDT
Duration: 0.97 minutes
Views: 193
Likes: 4
Favorite: 0
Description: Getting in early is treated as the smart move. The risk that comes with it gets talked about less.

Dave Data Guy bought Flex at $60, well after the stock had already moved. By most definitions, that was late. His point is that nobody was in it at $30 or $40 either, and the stock went on to hit $150, more than doubling his money and making it his second highest position of the year. Early entries carry real downside: a stock at $2 might never get to $20. Confirming the thesis first and still capturing 120% upside is a different kind of edge, one that doesn't require being first.

Watch the full episode: https://www.youtube.com/watch?v=0i0aBwnZd-s
More insights at: https://www.johnsonrandall.com/

#HedgeFund #InstitutionalInvesting #SmartMoney #FundManager #AssetManagement #CapitalMarkets #StockMarket #Economy #Investing #Finance #WealthManagement #MarketUpdate #MacroEconomics #FedRate #FederalReserve #RecessionWatch #EarningsSeason #PortfolioStrategy #FinancePodcast #InvestingPodcast #StockMarketNews

Welcome to our live show!

Published: Thursday June 11, 2026 @ 16:10 EDT
Duration: 0.97 minutes
Views: 2
Likes: 0
Favorite: 0
Description: Thanks for joining our exclusive live broadcast. Feel free to share your questions and interact with other participants in the chat.

Why I Do the Opposite of Everyone #ContrarianInvesting #MarketPsychology #FinancePodcast

Published: Thursday June 11, 2026 @ 12:00 EDT
Duration: 1.18 minutes
Views: 40
Likes: 0
Favorite: 0
Description: Dave Data Guy does the opposite of what most investors are doing roughly 90% of the time. His reason has nothing to do with thinking the majority is uninformed.

His argument is that most people think normally and logically. His bartender, his Uber driver, most people on X: all normal, all logical. The problem is that the stock market doesn't operate that way. It consistently moves in directions that wrong-foot normal thinking. So when the overwhelming majority of investors are aligned on the same view, that alignment becomes useful information, just not in the direction most of them expect.

Watch the full episode: https://www.youtube.com/watch?v=0i0aBwnZd-s
More insights at: https://www.johnsonrandall.com/

#HedgeFund #InstitutionalInvesting #SmartMoney #FundManager #AssetManagement #CapitalMarkets #StockMarket #Economy #Investing #Finance #WealthManagement #MarketUpdate #MacroEconomics #FedRate #FederalReserve #RecessionWatch #EarningsSeason #PortfolioStrategy #FinancePodcast #InvestingPodcast #StockMarketNews

Fibonacci and Common Sense in Stock Trading #Fibonacci #TechnicalAnalysis #StockPicking

Published: Wednesday June 10, 2026 @ 12:00 EDT
Duration: 1.12 minutes
Views: 32
Likes: 2
Favorite: 0
Description: Most stock analysis frameworks stop at the quantitative filters. Dave Data Guy runs five: Fibonacci levels, the technical chart, moving averages, price to sales, and PE ratio. Then he adds a sixth that doesn't show up in most trading books: common sense.

His example was OUST, a LIDAR and robotics stock. The Fibonacci and chart work supported the trade, but the original conviction came from a simpler observation: robots need eyes, LIDAR is how they see, and the sector was going to matter. The logic preceded the math. Both had to line up for the trade to make sense.

Watch the full episode: https://www.youtube.com/watch?v=0i0aBwnZd-s
More insights at: https://www.johnsonrandall.com/

#HedgeFund #InstitutionalInvesting #SmartMoney #FundManager #AssetManagement #CapitalMarkets #StockMarket #Economy #Investing #Finance #WealthManagement #MarketUpdate #MacroEconomics #FedRate #FederalReserve #RecessionWatch #EarningsSeason #PortfolioStrategy #FinancePodcast #InvestingPodcast #StockMarketNews

Finding Your Trading Temperament #TradingPsychology #InvestingStyle #TradingMindset #FinancePodcast

Published: Tuesday June 09, 2026 @ 12:00 EDT
Duration: 0.93 minutes
Views: 23
Likes: 1
Favorite: 0
Description: The question that comes up more than almost any other: do I have the temperament to trade and invest?

The range of approaches that work is wider than most people realize. Some of the most successful traders hold three stocks for ten years and barely look at their portfolios. Others are in and out of the market a hundred times before the first hour of the open is over. The strategy isn't the variable. The fit between the strategy and the person running it is.
Reading widely and understanding what's out there gives you a map of what's possible. The market itself gives you something more useful: an honest look at what actually works for you.

Watch the full episode: https://www.youtube.com/watch?v=IN8LB3Ikwk8
More insights at: https://www.johnsonrandall.com/

#HedgeFund #InstitutionalInvesting #SmartMoney #FundManager #AssetManagement #CapitalMarkets #StockMarket #Economy #Investing #Finance #WealthManagement #MarketUpdate #MacroEconomics #FedRate #FederalReserve #RecessionWatch #EarningsSeason #PortfolioStrategy #FinancePodcast #InvestingPodcast #StockMarketNews

Investor's Fishnet Approach to AI #EarningsTranscripts #AIInvesting #InvestmentProcess

Published: Monday June 08, 2026 @ 12:00 EDT
Duration: 1.05 minutes
Views: 75
Likes: 1
Favorite: 0
Description: The question George Coyle asks before any investment is simple: what are you trying to catch, and is your net built to catch it? A small net works for a small fish. Something bigger requires a different approach entirely.

He applied that to the AI debate directly. The noise on social media says overblown, ninth inning, done. When he went to earnings transcripts, AI commentary started turning positive in early 2023, in the middle of SVB collapsing, rising rates, and inflation dominating every other conversation. The stocks moved with it. The transcript data was the signal. Everything else was noise.

Watch the full episode: https://www.youtube.com/watch?v=IN8LB3Ikwk8
More insights at: https://www.johnsonrandall.com/

#HedgeFund #InstitutionalInvesting #SmartMoney #FundManager #AssetManagement #CapitalMarkets #StockMarket #Economy #Investing #Finance #WealthManagement #MarketUpdate #MacroEconomics #FedRate #FederalReserve #RecessionWatch #EarningsSeason #PortfolioStrategy #FinancePodcast #InvestingPodcast #StockMarketNews

AI Traders vs Executives Who's Right #AIInvesting #EarningsCalls #AgenticAI #FinancePodcast

Published: Sunday June 07, 2026 @ 12:00 EDT
Duration: 0.78 minutes
Views: 2
Likes: 0
Favorite: 0
Description: The market narrative says the AI trade is crowded and the big move is behind us. The executives running the companies say they're in the first or second inning and haven't really started yet.

George Coyle has been reading the earnings call transcripts, and the gap between those two views is significant. Executives aren't talking about AI in abstract terms anymore. They're quantifying margin improvements, describing specific agentic workflows being deployed, and none of them are describing a late-stage adoption cycle. The question is whether you trust the traders who've already made money on the stocks, or the people actually implementing the technology.

Watch the full episode: https://www.youtube.com/watch?v=IN8LB3Ikwk8
More insights at: https://www.johnsonrandall.com/

#HedgeFund #InstitutionalInvesting #SmartMoney #FundManager #AssetManagement #CapitalMarkets #StockMarket #Economy #Investing #Finance #WealthManagement #MarketUpdate #MacroEconomics #FedRate #FederalReserve #RecessionWatch #EarningsSeason #PortfolioStrategy #FinancePodcast #InvestingPodcast #StockMarketNews

Test Your Beliefs in the Markets #TradingPsychology #DrawdownManagement #InvestingMindset

Published: Saturday June 06, 2026 @ 12:00 EDT
Duration: 1.12 minutes
Views: 214
Likes: 0
Favorite: 0
Description: Making money in a good market is the easy part. The harder part is finding out whether your beliefs about yourself as a trader are actually true.

George Coyle's point is that there's a consistent gap between what traders think they can endure and what they actually can. You might believe a 50% drawdown is acceptable if the long-term return justifies it. When that drawdown arrives, the question becomes whether you still have faith the system continues to work. Most people find out they don't.

The markets are an honest test for this in a way that nothing else is. Face that test long enough and you learn something about your own temperament that changes how you trade.

Watch the full episode: https://www.youtube.com/watch?v=IN8LB3Ikwk8
More insights at: https://www.johnsonrandall.com/

#HedgeFund #InstitutionalInvesting #SmartMoney #FundManager #AssetManagement #CapitalMarkets #StockMarket #Economy #Investing #Finance #WealthManagement #MarketUpdate #MacroEconomics #FedRate #FederalReserve #RecessionWatch #EarningsSeason #PortfolioStrategy #FinancePodcast #InvestingPodcast #StockMarketNews