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Content provided by Jason Buck and Taylor Pearson, Jason Buck, and Taylor Pearson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jason Buck and Taylor Pearson, Jason Buck, and Taylor Pearson or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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45. Robert Mullin: Commodities with Carry and Convexity
Manage episode 343772892 series 2634647
Content provided by Jason Buck and Taylor Pearson, Jason Buck, and Taylor Pearson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jason Buck and Taylor Pearson, Jason Buck, and Taylor Pearson or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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!
63 episodes
Share
Manage episode 343772892 series 2634647
Content provided by Jason Buck and Taylor Pearson, Jason Buck, and Taylor Pearson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jason Buck and Taylor Pearson, Jason Buck, and Taylor Pearson or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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!
63 episodes
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Similar to Mutiny Investing Podcast
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
…
continue reading
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…
continue reading
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…
continue reading
Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
…
continue reading
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…
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…
continue reading
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…
continue reading
Navigating today's global economy and deciphering investment choices can be an intricate endeavor. The influx of opinions and ever-shifting financial data adds to the challenge. For those committed to success, staying informed through market education and unbiased guidance is paramount. This realization has led an increasing number of individuals to integrate KPP Financial's 'InvestTalk' radio program and podcast into their investment strategies. InvestTalk, a daily program, delves into a ra ...
…
continue reading
Motley Fool Money is a daily podcast for stock investors. Weekday episodes offer a long-term perspective on business news with The Motley Fool's investment analysts. Weekend shows are a mix of investing classes and longer-form interviews. The show is hosted by Dylan Lewis, Ricky Mulvey, and Mary Long.
…
continue reading
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