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45. Robert Mullin: Commodities with Carry and Convexity

Mutiny Investing Podcast

CHAPTER

How Did You Find Your Way to Commodity Equity?

I'd always been interested in the securities industry and buying and selling stocks. My mom grew up on a cattle ranch in West Texas just outside of the town of Marathon hence the name of my firm. So there was always a little bit of that. We don't have a bunch of oil wells. But I started off with the Franklin Templeton group covering consumer products back out of college. And then from there I found it actually worked really well with my natural inclination of analytical skillset.

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