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45. Robert Mullin: Commodities with Carry and Convexity

Mutiny Investing Podcast

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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

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