45. Robert Mullin: Commodities with Carry and Convexity

1

Introduction

00:00 • 2min

2

How Did You Find Your Way to Commodity Equity?

01:44 • 3min

3

What You Learned From the 2008 Global Financial Crisis?

04:15 • 2min

4

Investing in Resources Is a Lot Less Travel Than It Was

06:35 • 2min

5

Is There a Romantic Tangibility to Resources?

08:39 • 4min

6

Is There a Lot of Misinformation About Fertilizer?

12:23 • 6min

7

The Protest in the Netherlands Against Nitrogen Based Fertilizers

18:03 • 4min

8

Taking Off Your Investor Hat for a Second

21:39 • 3min

9

Investing in Natural Resources

24:47 • 3min

10

The Impact of Reduced Fertilizer Application on Crop Yields

27:20 • 4min

11

The Lagging Effects in Oil Markets

31:16 • 6min

12

Oil Markets - Do They Need That Anymore?

36:47 • 3min

13

Is the US Energy Independent?

40:17 • 2min

14

The Growth of Brazil and the Natural Resource Side

42:32 • 3min

15

Is It a Symptom of Systems Running Tight and Things Matter?

45:22 • 2min

16

China's Second Wave of Shutdowns

47:25 • 2min

17

Global Macro - Is the Dollar a Good Hedge?

49:35 • 3min

18

Is Your Portfolio Short Canadian Housing a Good Hedge?

52:32 • 3min

19

Shorting the Canadian Housing Market

55:43 • 5min

20

The Relationship Between Commodity Trend Followers and ETFs

01:00:23 • 2min

21

The Most Important Part of Your Book Is Your Yield

01:02:22 • 4min

22

Investing in the Resource Markets Is a Big Differentiator

01:06:14 • 2min

23

Boost Your Yield Book With Hedges

01:08:36 • 2min

24

The Mind Body Problem in Investing

01:11:05 • 4min

25

Mutiny Fund Podcast

01:14:54 • 2min