45. Robert Mullin: Commodities with Carry and Convexity

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!