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45. Robert Mullin: Commodities with Carry and Convexity

Mutiny Investing Podcast

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Is There a Romantic Tangibility to Resources?

I think there's certainly a romantic tangibility to everything that goes on here and you know look I was just in Morocco a couple of weeks ago where a great Roman outpost was built at the center of their olive oil industry. So this is the stuff that's been building the building blocks of humanity for you know 2000 plus years and so I think inherently it has to appeal to you from a kind of base level. You're not going up the to the heart of the Congo but the first thing that always comes to my mind and I'm sure I'm probably not unusual is this just like gold mining stocks right?

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