6min chapter

Mutiny Investing Podcast cover image

45. Robert Mullin: Commodities with Carry and Convexity

Mutiny Investing Podcast

CHAPTER

Is There a Lot of Misinformation About Fertilizer?

The groundwork for the fertiliser bull market was ongoing for a year before russian vated Ukraine. You started to see uh fertilizer markets tighten up post 2020 there was not a lot of incremental capacity put in. The more animal protein you put into your diet, the more grain that requires as opposed to just eating the grain itself to be able to feed you. There are other things that are coming in which are really accelerates this move towards reducing or banning synthetic fertilizers and i think it's all very well intentioned but utterly disastrous.

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode