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Kandungan disediakan oleh Jason Buck and Taylor Pearson, Jason Buck, and Taylor Pearson. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Jason Buck and Taylor Pearson, Jason Buck, and Taylor Pearson atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
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45. Robert Mullin: Commodities with Carry and Convexity

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Manage episode 343772892 series 2634647
Kandungan disediakan oleh Jason Buck and Taylor Pearson, Jason Buck, and Taylor Pearson. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Jason Buck and Taylor Pearson, Jason Buck, and Taylor Pearson atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.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!

  continue reading

63 episod

Artwork
iconKongsi
 
Manage episode 343772892 series 2634647
Kandungan disediakan oleh Jason Buck and Taylor Pearson, Jason Buck, and Taylor Pearson. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Jason Buck and Taylor Pearson, Jason Buck, and Taylor Pearson atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.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!

  continue reading

63 episod

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