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45. Robert Mullin: Commodities with Carry and Convexity

Mutiny Investing Podcast

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Mutiny Fund Podcast

Jason mutiny: We have a hard time stopping because there's so many other things I want to talk to you about it with your secular both thesis whether it's that perfect storm of cap x and supply chains everything we've been talking about but we didn't even get to touch on is like these negative feedback loops between rates releasing reserves helping people out on their gas pump prices. Taylor-pierson: You know the work you do out here is great for us as investors I always learned something new about expressing volatility or what's going on in various asset marketsso you know again I'm at your disposal and let's do it again soon.

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