5min chapter

Mutiny Investing Podcast cover image

45. Robert Mullin: Commodities with Carry and Convexity

Mutiny Investing Podcast

CHAPTER

Shorting the Canadian Housing Market

There's been a graveyard of people trying to short the Canadian housing market but did you wait till the catalyst like you said where it's actually starting to roll over before you put those positions on? Yeah it's an area that I've studied for gosh almost 10 years now and I've got a couple of different consulting firms that I use up there to really give me the on the ground data that I'd feel like I need. There are very specific themes that we can play again Canadian Housing in the end, lithium extraction which is another one has been the rise of companies that rely on direct chemical technology or credit processes that haven't been totally vetted or commercialized yet. And then how do

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode