Our mission with the Strong Source podcast is to educate and inform, by creating a community where experts and guests from the entire commodity industry can share their unique perspectives. Martijn, ex-cacao trader, and Alexander, ex-dairy trader and founder of Vesper, have a deep-passion for this industry, which inspired them to start this venture: "We’ll be sharing our personal experiences, the valuable lessons we’ve learned along the way, and give you a glimpse of what to expect in our future episodes." This podcast is powered by Vesper, the leading commodity platform.
In this episode, we speak with Moritz Seibert and Moritz Heiden, founder of Takahe Capital, about quantitative trading, systematic investment strategies, and how data-driven approaches are used to navigate commodity markets. They share insights on model development, risk management, and the evolving role of quantitative investing in today's markets.
In this episode of Strong Source, we're joined by Jan Kees van der Wild, board member at VA Inter Trading and former senior leader at ADM, Bunge, Volcafe and EDF Man, for one of the most remarkable career stories we've had on the show. Jan Kees takes us through 42 years in global commodity trading, from an unconventional start at 19 with no degree and no plan, to running operations across Europe, the US and Brazil. We explore how the right mentors can define a career, what it really takes to tur...
In this episode, we welcome Anthony Britain, a commodity risk management expert with experience at Tesco, Unilever, and Swiss retail group Migros. Anthony shares what it was really like managing Unilever's vegetable oils book during the Ukraine invasion and picking up the cocoa portfolio just as prices hit historic highs. We discuss why private label is an interesting space for commodity risk in retail, how retailers are building out sophisticated trading teams, and what it takes to rise in this...
In this episode of Strong Source , we’re joined by Nicholas Bond, Buying Director at ALDI South Group , for our first conversation with a retailer guest. Nicholas takes us inside the world of retail buying, from how ALDI manages own-label pricing and supplier relationships, to the practical role of market data and benchmarks in everyday decisions. We explore how external forces like COVID and inflation have reshaped supplier dynamics, how consumer trends such as the surge in high-protein product...
In this episode, Alfonso Peccatiello, Founder & CIO of Palinuro Capital and creator of The Macro Compass, breaks down how the global dollar system truly works. He explains why commodities priced in USD force countries to recycle dollars into U.S. Treasuries, how government deficits and private-sector leverage create money, and why the U.S. dollar remains dominant despite recurring predictions of its decline. A clear, accessible deep dive into macro forces shaping markets today.
In this episode, we sit down with Gert-Jan van den Akker, former EVP of Cargill. We dive into his 30+ year career in commodities, from his first role as a trainee to reshaping global freight trading and leading at the top of Cargill. An honest, inside look at strategy, leadership, and navigating volatile markets.
In this episode of the Strong Source podcast, we welcome Alex Sanfeliu, President of the World Trading Group at Cargill, where he oversees one of the largest agricultural trading operations in the world. With over 30 years at Cargill, Alex has led global teams through major market shifts, crises, and transformations in how commodities are traded. We discuss: The traits that define great traders A high-stakes moment involving 31 Panamax vessels How Cargill is integrating AI and quant strategies T...
In this episode, we welcome Denis Zaica, Chief Trading Officer at FincoEnergies and former Commercial Director of Biodiesel at Cargill. Denis shares his remarkable journey from Moldova to leading global commodity trading operations, beginning with cocoa trading at Cargill and now spearheading biofuel strategies at Finco. We discuss his transition from agriculture to energy, the role of trading in the energy transition, and how biofuels are influenced by global market dynamics—including current g...
In this episode of the Strong Source podcast, we welcome Martijn Noordhoek, a veteran in the global sugar trade with experience at Cargill, Sucden, Glencore, and now Viterra. Martijn shares how he stumbled into the world of commodities via a freight role and soon found his calling in sugar trading. He reflects on the steep learning curve for young professionals, the nuances between raw and white sugar, the role of ethanol and Brazilian crop cycles, the effects of geopolitics and logistics on tra...
In this episode of The Strong Source, we welcome Richard Allen, President of Fonterra Global Ingredients — the world’s largest dairy exporter — for an open conversation about the future of dairy, volatility in commodity markets, and the complexity of global supply chains. From his 18-year journey across continents with Fonterra to the bold decision to divest the company’s consumer division, Richard shares powerful insights on the evolution of the dairy industry, risk management, and what it take...
In this episode we’re joined by Daan Struyven, Co-Head of Commodities Research at Goldman Sachs, for insights on gold, oil, AI-driven power demand, and how shifting geopolitics are shaping the global commodity landscape. Daan breaks down what’s driving markets—and where the signals matter most. *This episode was recorded on March 11, 2025.
Our guest star in this episode is Corinna Olearo, Head of Commodity Research and Price Risk Management at Nestlé. With over 17 years of experience in the commodity sector, she brings a sharp analytical mind and deep market insight to one of the world’s largest food companies. Starting her career as a sugar analyst, she now oversees a broad range of commodities, from cocoa and coffee to dairy and energy. In this episode, she shares her journey, the challenges of managing price risk at scale, and ...
In this episode of Strong Source – The Commodity Podcast, we sit down with Kendra Rhodes, Director of Global Risk Management, Market Insights, and Communications at General Mills, to explore how FMCG companies navigate extreme market volatility. Kendra shares insights on balancing procurement strategy with risk management, the shift from complex derivatives to simpler hedging approaches, and the critical role of data and agility in decision-making.
In this episode of the Strong Source Podcast, we are excited to welcome Fausto Filice, a seasoned veteran in commodity trading with over three decades at Cargill and Bunge. Fausto has witnessed the transformation of global grain markets, from traditional deal-making to today’s data-driven landscape. Throughout this conversation, Fausto shares insights on the evolution of commodity trading, the role of leadership and teamwork, and why fundamentals remain crucial despite technological advances. He...
In this episode of the Strong Source Podcast, we are excited to welcome Rob Gosman, a seasoned commodity trader with over 30 years of experience in energy and oil trading. Having worked at industry giants like Cargill and BP, Rob has navigated some of the most volatile market conditions and played a crucial role in leading successful trading teams. Throughout this conversation, Rob shares his journey from agricultural trading to the energy sector, offering insights into risk management, market d...
In this episode of the Strong Source Podcast, we are excited to welcome Dwight Anderson, founder of Ospraie Management and one of the most respected names in commodity investing. With decades of experience, Dwight has navigated volatile markets, from trading cocoa and metals to managing hedge fund risk during the 2008 financial crisis. Throughout this conversation, Dwight shares his insights on the evolution of commodity trading, the impact of algorithmic strategies and AI, and why fundamentals ...
In this episode, we welcome Ed Turner, an experienced commodity trader with over a decade in the energy markets. Ed discusses his journey from trading base metals at Mitsubishi UFJ to leading Mandara’s trading desk. Now a Senior Trader at Gunvor and an entrepreneur with Shogun Sakes Ltd., he shares insights on navigating oil trading dynamics, the transition from large firms to smaller, high-intensity environments, and the importance of risk management. Ed also explores the psychological aspects ...
In this episode of the StrongSource Commodity Podcast, we are thrilled to welcome Kristine Hochbaum, a seasoned commodity trader with an impressive 19-year career at Cargill. Kristine has held several key leadership roles, including her most recent position as Global Trading & Risk Management Director for the oils and fats business. During her time at Cargill, Kristine significantly expanded the trading discipline across global markets, promoted inclusive leadership, and even increased femal...
With over 25 years at Unilever, Willem Uijen brings a wealth of experience, having worked across the globe in various supply chain roles before transitioning to procurement. As our first Chief Procurement Officer guest on the show, Willem offers unique insights into the challenges and strategies of managing commodities on a global scale, touching on topics like sustainability, supply security, and managing volatility in today's markets. Tune in for an engaging conversation with one of the top le...
In this episode, we had the pleasure of sitting down with Javier Blas, a distinguished energy and commodities columnist at Bloomberg and the co-author of the acclaimed book The World for Sale . Javier takes us through his fascinating and unexpected journey into the world of commodity journalism, beginning with his early interest in the Middle East and leading to his extensive coverage of the oil market. Over the years, Javier has become a prominent voice in the field of commodities. During our c...
Join us in this episode of the StrongSource commodity podcast as we welcome Marc Perathoner, Director of Commodity Risk Management at FrieslandCampina. Marc shares his fascinating career journey from Goldman Sachs to the Chicago Board of Trade, where he gained extensive experience in commodity trading and price risk management. The discussion explores his expertise in financial instruments and market dynamics, as well as his success in creating and implementing commodity price risk management un...
This week, we welcome Edwin van Stipdonk, the Chief Commercial Officer of Interfood Group, one of the world's leading dairy trading companies. In this episode, Edwin shares his journey from a junior trader to a key business leader in a family-owned company. He provides an in-depth look at the functioning of the dairy market, exploring its complexities and opportunities.
For the first time, commodity market wizard, hedge fund manager and legendary cocoa trader Tom Kopczynski, speaks about his trading career at Blenheim, once the biggest commodities hedge fund in the world. In this episode, Tom covers the influence of macroeconomic factors on commodity trading, the rise of algorithmic trading, the future of the cocoa industry, and many more...
We are thrilled to announce that this Strong Source episode features Chris Mahoney, former CEO of Glencore Agriculture. Chris shares his incredible journey from rowing in the Moscow Olympics to leading Glencore Ag, delving into his strategic insights on commodity trading and the importance of cultivating a strong team. In this episode, you'll hear about: chris's unique entry into the world of commodities, his experiences working with industry legends like Andy Hall, the strategic evolution of Gl...
We're excited to feature Willem Zimmerman, VP of Global Cocoa Trading and Sourcing at Barry Callebaut Group, on this episode of the Strong Source Podcast. With extensive experience at Cargill and Barry Callebaut, Willem offers deep insights into the cocoa industry's challenges and guidance for its future.
In this episode, we are joined by Jan Dieleman, an industry leader and a great example for aspiring commodity traders. Jan is the President of Cargill Ocean Transportation, based in Geneva, and has managed roles in the U.S. and Europe during his more than 20 years with Cargill. Across the maritime sector, Jan is a respected advocate for sustainable shipping, actively supporting reduced emissions, better vessel environmental performance, safer working conditions, and a more diverse workforce....
In this episode, we're thrilled to welcome Stephane Bernhard to the podcast! With an impressive resume spanning over years of experience in commodities trading. Stephane began his illustrious career as a trader at Louis Dreyfus Company, where he spent 13 years mastering the intricacies of the industry. His leadership journey continued as he ascended to the role of Managing Director for Spain and Portugal. Later, he assumed the position of Managing Director at Invivo Trading before landing his cu...
On this episode we sit down with Ben Tacken. Ben kicked off his career at Cargill, where he honed his skills over a decade before venturing into trading various commodities at Vattenfall. For the past 10 years, he has served as the Corporate Director of Purchase and Trading at DE Heus Animal Nutrition, showcasing his expertise in strategic procurement and trading operations. Don't miss out on this opportunity to gain valuable insights from a true industry expert.
On this episode we sit down with Boudewijn van Vliet. Boudewijn's has a fascinating journey in the world of commodities, starting from his early days at Cargill in Amsterdam and Geneva. After six years, he made a significant move to Citi, where he became Head of Freight Trading. Today, Boudewijn serves as a board member and non-executive director of two companies in Geneva, while also leading the charge as the founder of Advanced Plastic Purification International NV (APPI). APPI is revolutioniz...
In our fourth episode we are joined by Daan Vriens. Daan Vriens, a seasoned professional with a blend of Brabant and Rotterdam roots, embarked on a dynamic career journey that reflects his resilience and adaptability. Beginning at Cargill in Rotterdam, where he delved deep into the refining of tropical oils Daan swiftly rose through the ranks, exploring international opportunities in Singapore and then back to Rotterdam. After 16 years at Cargill, Daan made a bold leap, becoming CEO at Cefetra o...
