Strong Source Episode 1
Jan 19, 2024
The hosts share personal stories and discuss the exciting world of agri commodities. They talk about the thrill of markets, the impact of agriculture, and the special aspects of the industry. The episode also touches on the role of fundamental analysis in trading, navigating challenges, and the evolution of commodity trading with the impact of technology.
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Episode notes
Métain's Commodity Journey
- Alexander Stärk asks Métain Bréon about his career start in commodities.
- Métain Bréon shares his story, starting with dairy commodity trading at Interfood.
Trading Stories Prompt
- Métain Bréon prompts Alexander Stärk to share a good and a bad trade story.
- This sets the stage for Alexander's insightful anecdotes.
Cocoa Trade Triumph
- Alexander Stärk recounts a successful cocoa trade where his team's view differed from the market's.
- Their conviction in fundamental analysis led to a successful outcome despite initial setbacks.