Episode Description

In this episode, we dive into the forces shaping global supply chains, from commodity headwinds and tailwinds to surprising economic substitutes like Brazilian oranges and alternatives to chocolate. Our guest, Francisco Martin-Rayo, unpacks how hedge funds capitalize on volatility and why fluctuating grocery prices can mean big business for investors. Plus, we explore AI’s growing role in agriculture and what upskilling looks like for supply chain and commodities professionals navigating today’s evolving market.

For more, hear our extended conversation on YouTube!

Discussion Points:

• Exploring supply chain trends, market volatility, and investment strategies to understand how commodities markets react to economic shifts and technological advancements.
• The importance of adaptability, strategic insight, and innovation in managing supply chain disruptions, identifying market opportunities, and integrating AI in agriculture.
• What’s the Outlook: The role of AI-driven efficiencies, shifting consumer demand, and financial strategies in shaping the future of supply chains and commodities markets.

Strategy for Breakfast is brought to you by GDS, the leaders in data-driven engagement. If you want to get involved with the wider conversations shaping the future of your industry, check out our upcoming events here. 

Get in touch:

• Connect with Francisco Martin-Rayo
• Connect with Keesa Schreane
• Or email podcast@gdsgroup.com