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.
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Episode 29 with Alfonso Peccatiello
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.
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Episode 28 with Gert-Jan van den Akker
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.
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Episode 27 with Alex Sanfeliu
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 tradersA high-stakes moment involving 31 Panamax vesselsHow Cargill is integrating AI and quant strategiesThe evolving role of leadership on global trading floorsWhat the next generation of traders needs to succeedTune in for a masterclass on resilience, decision-making, and how tech is changing the future of commodities.
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Episode 26 with Denis Zaica
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 geopolitical tensions.
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.
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