Piping Hot Trade

Featuring David Martin

Will coffee continue its powerful move up from 10-year lows? David Martin, founder & CIO of Martin Fund Management, joins Real Vision for the first time to explain the recent price action. He reviews the key fundamental drivers, specific catalysts to watch and how to make the trade, in this interview with Brian Price. Filmed on October 15, 2018.

Published on
17 October, 2018
Topic
US Dollar, Investment Framework, Monetary policy
Duration
13 minutes
Asset class
Bonds/Rates/Credit, Equities, Currencies
Rating
1

Comments

  • DD

    Derek D.

    22 10 2018 04:10

    0       0

    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.

  • BH

    Ben H.

    20 10 2018 03:08

    0       0

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

  • MS

    Mark S.

    19 10 2018 01:04

    1       0

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

  • MC

    Matthew C.

    18 10 2018 00:09

    1       0

    Excellent, so tangible.

  • GV

    George V.

    17 10 2018 21:34

    2       0

    More David Martin please.....

  • JE

    James E.

    17 10 2018 19:51

    0       0

    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.

  • MH

    Matt H.

    17 10 2018 18:00

    3       0

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

  • AC

    Andrew C.

    17 10 2018 10:36

    5       0

    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.