Piping Hot Trade

Published on
October 17th, 2018
Topic
Food agriculture, Emerging markets, Trading
Duration
13 minutes
Asset class
Commodities

Piping Hot Trade

Trade Ideas ·
Featuring David Martin

Published on: October 17th, 2018 • Duration: 13 minutes • Asset Class: Commodities • Topic: Food agriculture, Emerging markets, Trading

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.

Comments

  • DD
    Derek D.
    22 October 2018 @ 04:10
    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 October 2018 @ 03:08
    I'm a retail investor. Is the BJO ENT the best way for me to play this?
    • BH
      Ben H.
      20 October 2018 @ 03:09
      *ETN
  • MS
    Mark S.
    19 October 2018 @ 01:04
    Where was this interview just a couple of weeks ago when KC was bouncing around decade lows of $1/lb???!!?
  • MC
    Matthew C.
    18 October 2018 @ 00:09
    Excellent, so tangible.
  • GV
    George V.
    17 October 2018 @ 21:34
    More David Martin please.....
  • JE
    James E.
    17 October 2018 @ 19:51
    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 October 2018 @ 18:00
    No trading vehicles? I don't trade coffee at all and a suggestion would be helpful.
    • DB
      Don B.
      17 October 2018 @ 22:21
      You might want to consider JO or BJO.
  • AC
    Andrew C.
    17 October 2018 @ 10:36
    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.

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