OK — so he was wrong (as for now). However, in no way should that be held against him, especially because — as has been pointed out in the previous comments — the featured interview was essentially an ex post facto event, and thus not of great interest for more serious listeners (as opposed to viewers desiring to be entertained). What would be fascinating would be a follow-up interview, preferably soon: Open interest has risen seemingly inexorably over the last many months, spot is near the often-quoted break-even level for producers ($122), the near-term futures is below support of $94-$96 established 14 years ago, chances are the Brazilian real will retest its higher lows in the next few weeks, the basis is at an long-term extreme as of 2d ago, May futures spread is strengthening rapidly, first notice day is coming up in 2½ weeks, managed money is well net short with no signs of funds losing their interest in continuing to short coffee, small speculators are at an extreme net long positioning, daily CMF(20) is declining with a massive rate-of-change, daily ADX(14) is through the roof and so on. NOW is the time for another interview, BEFORE coffee is off to the races again.

how might the increase in commodity price trickle Down to impact the likes of SBUX or DNKN? They can only raise the price per cup so much so fast.

I'm a retail investor. Is the BJO ENT the best way for me to play this?

Where was this interview just a couple of weeks ago when KC was bouncing around decade lows of $1/lb???!!?

Excellent, so tangible.

No trading vehicles? I don't trade coffee at all and a suggestion would be helpful.

More David Martin please.....

Waiting for a Wave 2 pull back, I have been watching this market for quite a while. If China and India catch on to drinking coffee, prices could go anywhere. Most of the land suitable for coffee production is already planted.

Thanks David and Brian; great discussion.... flash back to Shawn Hackett, president of Hackett Financial Advisors, discusses his bullish coffee trade. June 4, 2018, where a main driver is gunna be China Demand. His timeframe is still to play out, being 03-2019 (though he shoulda been stopped out?). Interesting and different POV. It certainly looks more attractive (to me) now, with a actual trend in place. I am looking at the BJO ETN as the way to implement the trade idea (as I am not particularly fond of futures). Any other suggestions on trading vehicles welcome.