[Podcast with Financial Sense] Copper Has Years Left to Run

06/17/2021

Managing partner Adam Rozencwajg was recently featured on Financial Sense Wealth Management’s popular podcast to discuss the supply and demand backdrop for copper, and why we’ll likely see higher..

Setting the Stage for an Oil Crisis

01/27/2021

We believe we are on the cusp of a global energy crisis. Like most crises, the fundamental causes for this crisis have been brewing for several years but have lacked a catalyst to bring them to..

Will Gold Take a Breather?

01/13/2021

“Given silver’s huge move in the last six months, gold and precious metals could now go through a potential correction phase within a larger bull market.” 

 

In gold bull markets over the last 50..

Top Three Blog Posts of 2020

01/06/2021

A return of inflation could wreak havoc on many investors’ portfolios, especially those heavy in fixed-income securities. In 2020 we wrote extensively on how the Fed’s actions and the CARES Act..

[Video with Real Vision] Interview with Leigh Goehring and Jim Grant

12/04/2020

The Archives from Real Vision recently re-released this classic interview from 2018 featuring Leigh Goehring and legendary financial writer Jim Grant. Their conversation revolves around the..

Where Has Shale Productivity Gone?

11/23/2020

Back in 2Q 2020, amid rapidly slowing drilling activity, a significant historical development occurred in the US shale patch. In previous drilling cycles, sharp slowdowns in activity produced..

How Much Energy Exposure Should Investors Have?

10/29/2020

The short answer to this question is: more than index levels of 2-3%.While many institutional investors and financial advisors divide their equity exposure by market cap, style and geographic..

[New Mining Podcast] Oil to Outperform Gold Over the Next Six Months

10/22/2020

Managing Partner Adam Rozencwajg was recently interviewed on Mining Stock Education, a website and podcast dedicated to natural resources and precious metals education and investing.

 

During this..

[Podcast with Jesse Felder] The Generational Opportunity in Energy Stocks Today

10/13/2020

In case you missed it, last week Managing Partner Leigh Goehring was fortunate to spend some time with Jesse Felder on his popular podcast Super Investors and the Art of Worldly Wisdom. Mr...

The 40-Year Odyssey of Schlumberger, Pt 2

10/08/2020

By Leigh Goehring

“Bonds are so popular that $15 bn of sovereign issues trade with negative yields – a first in 4,000 years of financial history.”

 

In part one of our story about Schlumberger, we..

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