Robert Mullin

Robert Mullin, founder and chief investment officer of Marathon Resource Advisors, dives into the intricacies of the macroeconomic landscape. He discusses why recent market shifts represent significant VAR shocks and shares his strategic positioning in resource stocks. Mullin explores the investment dynamics in energy, the risks associated with shale oil, and the emergence of uranium as a stable option. He also touches on the evolving correlation of assets amid inflation pressures and geopolitical uncertainties, all while sprinkling in light-hearted anecdotes about trading successes.

In this episode, I talk with Robert Mullin from Marathon Resource Advisors. Robert is a finance professional with 25+ years of experience managing natural resource investment portfolios for individuals, family offices and institutions. We talk about: State of commodity producers Tangential investing ideas Problems in Europe Yield farming and more! This podcast was recorded at the stunning Edgewood Resort, situated by the serene Lake Tahoe, where a wonderful private event was organized by Collective. Collective is a curated community investors and entrepreneurs eager for in-person experiences, authentic connections, and idea sharing. I hope you enjoyed this conversation with Robert as much as I did!

Robert Mullin, CIO and Portfolio Manager at Marathon Resource Advisors, sheds light on the decade of underinvestment in the natural resources sector that's shaping the 2026 commodity cycle. He discusses the dramatic drop in capital expenditures and its impact on supply pinch points as global demand rises. Mullin highlights the shift from Western investors to gold buyers and warns of gut-wrenching volatility in the market. He also critiques the unrealistic expectations around Venezuelan oil recovery due to its devastated infrastructure.