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45. Robert Mullin: Commodities with Carry and Convexity

Mutiny Investing Podcast

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Is the US Energy Independent?

The US is energy independent but it really depends on the quality of crude and the quality of the refining facilities so we actually have to import more of like the higher grade stuff. technically we're still not there yet by the way technically we are getting closer to energy independence but there is a mismatch in that, he says.

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