Mutiny Investing Podcast cover image

45. Robert Mullin: Commodities with Carry and Convexity

Mutiny Investing Podcast

00:00

Investing in Natural Resources

I mean there's nuance trade-offs all the way down I usually bring up in the early 1900s a lot of farmers used to raise pigeons so they could harvest the pigeons for their bones crunch them up and distribute them fields. So then it just because of that news cycle and expectations it seems like grain prices skyrocketed and then the news comes in it's not as bad as we thought so then they tank, he says. The market is more complacent today than it was in mid-February before the tanks started rolling which to me is is pretty remarkable.

Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner