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45. Robert Mullin: Commodities with Carry and Convexity

Mutiny Investing Podcast

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The Protest in the Netherlands Against Nitrogen Based Fertilizers

The Netherlands is the second largest food exporter in the world outside of the US. The Dutch farmers with no regulation whatsoever have actually reduced the amount of nitrogen toxicity that they've been emitting by 30 over the last four or five years, he says. Canada has this desire to kind of jump the shark and say we are going to be righteously do this uh and we're just going to you know eliminate this industry according to Trudeau. "You can't feed over half the people in this world without synthetic fertilizers"

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