45. Robert Mullin: Commodities with Carry and Convexity
Mutiny Investing Podcast
00:00
The Impact of Reduced Fertilizer Application on Crop Yields
The impact of the Ukraine crisis will take six to nine months to figure out. The expectation set is missed and people are still looking at 170 bushes and acre corn, says Tom Zoellner. People are also trading grains from a economic outlook much like they kind of trade oil and copper where typically if you look at the correlation of grains to globe changes in global GDP as you would expect it's much less stable.
Transcript
Play full episode
