Mutiny Investing Podcast

45. Robert Mullin: Commodities with Carry and Convexity

Oct 12, 2022

01:16:42

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Investing in the Resource Markets Is a Big Differentiator

02:23

The Most Important Part of Your Book Is Your Yield

03:51

The Lagging Effects in Oil Markets

05:31

Introduction

2min

How Did You Find Your Way to Commodity Equity?

3min

What You Learned From the 2008 Global Financial Crisis?

2min

Investing in Resources Is a Lot Less Travel Than It Was

2min

Is There a Romantic Tangibility to Resources?

4min

Is There a Lot of Misinformation About Fertilizer?

6min

The Protest in the Netherlands Against Nitrogen Based Fertilizers

4min

Taking Off Your Investor Hat for a Second

3min

Investing in Natural Resources

3min

10.

The Impact of Reduced Fertilizer Application on Crop Yields

4min

11.

The Lagging Effects in Oil Markets

6min

12.

Oil Markets - Do They Need That Anymore?

3min

13.

Is the US Energy Independent?

2min

14.

The Growth of Brazil and the Natural Resource Side

3min

15.

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

2min

16.

China's Second Wave of Shutdowns

2min

17.

Global Macro - Is the Dollar a Good Hedge?

3min

18.

Is Your Portfolio Short Canadian Housing a Good Hedge?

3min

19.

Shorting the Canadian Housing Market

5min

20.

The Relationship Between Commodity Trend Followers and ETFs

2min

21.

The Most Important Part of Your Book Is Your Yield

4min

22.

Investing in the Resource Markets Is a Big Differentiator

2min

23.

Boost Your Yield Book With Hedges

2min

24.

The Mind Body Problem in Investing

4min

25.

Mutiny Fund Podcast

2min

In this episode I talk with Robert Mullin, general partner and portfolio manager at Marathon Resource Advisors.

Marathon Resource Advisors manages investment strategies focused on income generating natural resource equities in the energy, mining, agriculture and renewables space.

We talk about:

CapEx Perfect Storm
ESG is New OPEC
Fake vs. Real Economy
Hedging Cyclical Risk in a Secular Bull

I hope you enjoyed this conversation with Robert as much as I did!

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