This podcast explores how the skills required for commodity trading have evolved, particularly in light of AI's influence. Traditionally, traders relied on personal relationships, local insights, and direct experience. After the war, the emergence of global trading firms highlighted the need for expertise in supply chains. The rise of financialization brought about new skills, such as quantitative analysis and complex derivatives trading. Today, AI is streamlining data collection and analysis, which is changing the trader's role to focus more on strategic thinking and working alongside AI systems. While some tasks can be automated, the importance of human relationship management and contextual awareness remains intact. Looking ahead, the future trader will need a blend of strong financial knowledge and familiarity with AI, preferably gained through hands-on experience in established trading firms.
