Murrin migrated from geophysics in 1986 to trading currency, bullion and equities for JPMorgan.
Murrin is a geophysicist with strong interests in military history and classic sailing yachts.
Murrin's rapid-fire pitch begins to sound, after a time, like the finger-wagging of a know-it-all parent.
Price increases of 5% a year are manageable in China, where the economy is growing 8% annually, Murrin says.
After getting out of Russia two years ago--"It was gangsterville, " he says--Murrin is again buying the country's oil stocks.
All the rand has to do for Murrin to make that 9% is to hold its own against the dollar.
Murrin is also betting on South Africa by owning rand forward contracts.
"Name me a huge economic power that did not militarize, " Murrin says.
Murrin claims to have escaped this fate by taking weakening stock prices as a sign of temporary weakness and going short crude oil.
Murrin formed a fund that will own 370, 000 acres of South African farmland by midyear, with plans to increase productivity through improved farming methods.
Murrin's other bets imply that after a hiatus during the recession, a Malthusian shortage of grains, irrigation water, gold and oil will reassert itself.
These days Murrin thinks inflation will be fueled by a combination of U.S. fiscal abandon and rising Asian demand, making everything more expensive in dollar terms.
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