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45. Robert Mullin: Commodities with Carry and Convexity
Mutiny Investing Podcast
Oil Markets - Do They Need That Anymore?
OPEC was always there to kind of help that along because it was in their interest if you look at the big declines in oil prices over the last 25 years OPEC increased production into every one of them. Western governments and politics and ESG and decarbonization goals are doing that for them now they don't need to discourage western investment, he says.
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