Episodes
We have had a dramatic first half of the year with prices dipping below 180c, rallying up above 250c, back below 200 and now rallying again. In this episode, we break down the recent price fluctuations, the significant role of certified inventories in the inversion and calendar spread crisis, the weather problems in Vietnam and now bean size issues in Brazil.
We’ll also touch on some of the latest crop reports for these two origins and what these developments mean for coffee prices.
Published 06/21/24
Hey and welcome back to another episode of "The Coffee Trading Academy" podcast, where we discuss the global coffee market with some of the greatest commodity trading minds of the industry. Today, we are excited to sit down with the esteemed Alex Gruber, a true sage and expert of the Vietnamese coffee industry.
With over three decades of coffee experience spanning the globe, Alex's journey in coffee began as a young Swiss trainee back in 1990, taking him on adventures from Sierra Leone to...
Published 04/11/24
We are excited to share with you our latest discussion where Igor and I discuss what the heck is going on in coffee?
And there is a lot going on right now. Today is a historic day in the coffee market because it is the last day that recertifications are possible and not only that but we are seeing new coffees being submitted for grading. In this episode we discuss the three types of inventory that are relevant for us to understand in the coffee market, what our expectations are for these...
Published 11/30/23
In this engaging podcast episode, we speak with Jim Roemer, a seasoned meteorologist and commodity analyst to delve deep into the fascinating intersection of weather forecasting and its profound impact on agricultural commodities.
Jim brings his extensive background and innovative weather models to the forefront in this conversation. He shares insights into how various climate phenomena, including El Niño and La Niña, teleconnections, and weather patterns, can significantly influence...
Published 09/06/23
In the third What the Heck episode, Igor and I discuss the concepts of tenderable parity and #ElNino, exploring their historical significance.
We cover everything from, the global impacts of #ElNino on various coffee origins and reveal the core idea behind tenderable parity.
Check out the podcast to find out: what the heck is going on in coffee?
Published 08/24/23
Hey and welcome back to "The Coffee Trading Academy" podcast, where we delve into the fascinating world of coffee with some of the greatest minds in the industry. Today we are extremely fortunate to have the renowned Ana Wilks of NKG, the Neuman Kaffee Gruppe.
Ana has over two decades of experience as a coffee market researcher, with much of that experience at Neuman, one of the top coffee trading firms in the world. She is currently the Head of Research at the NKG Statistical Unit but...
Published 06/14/23
Hey there Coffee Ninjas, welcome back to the Coffee Trading Academy podcast! Today's episode is called "What the heck is going on in coffee?" where we discuss....well, what the heck is going on in the coffee market. And there is a lot going on from volatility and drama in the robuista calendar spreads to controversy over the Brazil crop and demand rotation.
That's right, we're diving deep into the ever-changing coffee market and exploring the exciting opportunities that are emerging.
But...
Published 03/31/23
We have with us today, a gentleman who is a Colombian Coffee expert, coffee executive trained by the biggest companies in coffee and a successful, serial coffee trading entrepreneur. This trading expert is the founder and CEO of an independent coffee exporter in Colombia with over 20 years in the business. He has worked for coffee trading giants ECOM, Dreyfus and Noble and was mentored by some of the great names in Coffee like Hank Dunlop of ECOM Daniel Jaccard of Dreyfus. His current...
Published 02/09/23
This is a very special episode for me because today we talk to one of the man who introduced me to the wonderful world of coffee, Mr. Roland Veit. Roland recently celebrated 50 years in the coffee trade starting with Nestle in Switzerland, and ultimately ending up in New York where he founded Paragon Coffee. Paragon was a major pioneer in the specialty coffee world as they helped to bring America out of the dark ages of cheap, low-quality coffee and into a new era of flavor diversity and...
Published 11/22/22
In this episode we start with the hailstorm in Brazil that just happened a couple days ago, we look at the certified inventory, the addition of pending stocks and the impact on calendar spreads, we look at macro economics and the impact of currencies on coffee and commodities and we conclude with a talk of key support levels and the analog with the Coffee Rally of 2014.
Published 11/10/22
In the 9th episode of our podcast series (translated from Portuguese), our guest was Adilson Machado, COCAPEC's trading desk manager. Adilson is a specialist in risk management and derivatives operations with extensive experience in trading and logistics. In this episode, he gives us his view on the Brazilian climate scenario, the 2022 and 2023 crops, how demand has been behaving, macroeconomic influences on the market, positioning and more.
Published 09/13/22
In this podcast in Claudio Ribeiro, Expocaccer's coffee trader, discusses different aspects of the market, such as climate, macroeconomics, logistics scenario, prospects for the market, demand and more.
Published 08/10/22
Pleased to share episode 7 of the Coffee Trading Academy Podcast with world-renowned and respected, Hannah Rizki, head of Global Coffee Research at Volcafe Ltd. Volcafe (ED&F Man's Coffee Unit), is one of the largest coffee trade houses in the world. They are well-respected for their acumen in trading coffee as well as their commitment to the farmer and sustainability through the VolcafeWay program.
Across her decade-plus years of working at ED&F Man, Hannah has provided cutting...
Published 08/03/22
In this 50 minute podcast, Heberson Sastre, head coffee trader at Minasul - Cooperativa Agroindustrial de Varginha discusses his outlook on the market and the advice that he gives to the Brazilian coffee farmer. In this interview, we discusses his view on the 22 and 23 crops, calendar spreads, and his price outlook for the #coffeemarket and the Brazilian Real #BRL.
Published 06/21/22
Hello and welcome back to episode 5 of the coffee trading academy podcast.
The harvest of the infamous 22/23 Brazil crop is less than 1 month away, and today we have on an expert who is fresh off the plane from his crop tour there. This gentleman is a 15 year, veteran, coffee researcher and current head of Rabobank's agricultural commodities research division, in this episode, Carlos Mera provides a detailed update on his findings and expectations for the coffee crop in Brazil,
he...
Published 03/30/22
Hey and welcome back to episode 4 of the Coffee Trading Academy podcast. Today we have on a special guest who without exaggeration is probably the most famous Cocoa Trader who has ever lived. When I first joined the coffee business in 2010, all that anyone could talk about was Anthony Ward and his latest trade in the cocoa market. Anthony's trading career in cocoa spanned 40 years and also includes 30 years of successful coffee and sugar trading. The reason I call Anthony the most famous...
Published 03/01/22
Thiago Marques Cazarini, the founder of one of the top coffee brokers based out of Brazil, and author of the no-nonsense Cazarini Report, delivers his take on the Brazil coffee market.
In this in-depth podcast, we cover a range of topics: specifics about the #coffee crop in Brazil, the surprising number for the past and current crops, as well as how his thinking on the 22 crop has changed. We also touch on the logistical situation, producer sentiment and outlook for the #BRL.
We conclude...
Published 12/22/21
Welcome back to episode 2 of the Coffee Trading Academy podcast. This episode was recorded on October 7th with the famous Soft Commodity Researcher Steve Wateridge of Tropical Research Services. Now I do Steve's intro in the interview itself so I won't rehash that here, but we cover a lot of ground...from how Steve got into the business and what it takes to be a crop forecasting guru to some key origins like of course Brazil, Vietnam and Colombia, and we even touch some more controversial...
Published 11/23/21
In this inaugural episode of the Coffee Trading Academy Podcast, we kick off our first episode with a fantastic guest, the one and only David Streit, COO and founding member of Commodity Weather Group. David has been a commodity meteorologist for 40 years, in this wide ranging interview we cover general advice that any coffee analyst or trader needs to know, but also the specifics of what's happening right now in the key coffee origins. We cover the Brazil frosts, how that unfolded and what...
Published 08/24/21