
45. Robert Mullin: Commodities with Carry and Convexity
Mutiny Investing Podcast
The Mind Body Problem in Investing
The Bay Area is like um tech does incredibly well so I think about you know during those bull markets are risk on we can get much more digital and ephemeral in the way we invest. But then nature always kicks back in and takes us back to real assets and being able to eat at the end of the day that's when commodities kind of jump out from behind the curtain. So building maybe an investment portfolio that has a little bit of both like this kind of emerging metaverse combined with real assets is maybe the way to think about your portfolio moving forward.
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