The article below is an excerpt from our Q3 2025 commentary. In our fourth-quarter 2024 letter (click here to view past commentaries), we introduced a framework that has since shaped much of our...
Power shifts quietly—until the moment it reshapes markets. On the Top Traders Unplugged podcast, Niels Kaastrup-Larsen and Cem Karsan sit down with Adam Rozencwajg, Managing Partner of G&R, to unpack...
The article below is an excerpt from our Q2 2025 commentary. President Trump’s recent executive action targeting reform at the Nuclear Regulatory Commission (NRC) may well go down as the most...
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In a world captivated by technology and growth narratives, have investors overlooked the real story unfolding beneath their feet?In the latest episode of the W1M Why Invest? podcast, Goehring &...
Gold, uranium, oil — and the potential for a major global monetary shift.In this episode, Adam Rozencwajg sits down with Erik Townsend and Patrick Ceresna on the MacroVoices podcast to unpack today’s...
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The article below is an excerpt from our Q2 2025 commentary. The world has decided it does not like oil. One would be hard-pressed to find another commodity so roundly scorned, so dismissed as a...
The article below is an excerpt from our Q2 2025 commentary. In the second quarter, the commodity complex split neatly into two camps. On one side: uranium, platinum group metals, and...
Gold continues to set new all-time highs, but according to Adam Rozencwajg, Managing Partner of Goehring & Rozencwajg, the story is far from over.In a recent interview with Investing News Network’s...
The article below is an excerpt from our Q2 2025 commentary. The financial world, like the social world, has its fashions. At cocktail parties, there are seasons of martinis and seasons of...
At Goehring & Rozencwajg, we take a contrarian, research-driven approach to natural resources investing. In a recent conversation on Money Life with Chuck Jaffe, Adam Rozencwajg, Managing Partner at...