We believe a global monetary reset is underway—with gold at the center. In our view, this shift is setting the stage for a commodity supercycle that could far surpass what most investors expect.We...
Commodities are poised for a significant rise due to macroeconomic shifts, potential monetary regime changes, and the depletion paradox is now patrolling the US shale oil patch. In this insightful...
The article below is an excerpt from our Q4 2024 commentary. We believe the time to buy natural resource equities has arrived. History, with its characteristic flair for the dramatic, has shown that...
In a fascinating discussion, Adam Rozencwajg joined host Grant Williams on The Grant Williams Podcast to delve into the intricate world of commodity markets and their far-reaching implications for...
Adam Rozencwajg joined the Top Traders Unplugged podcast with hosts Niels Kaastrup-Larsen and Cem Karsan to tackle a pressing issue: the potential for an imminent monetary regime shift. The...
Is gold poised for a breakout? Adam Rozencwajg, CFA, Managing Partner of Goehring & Rozencwajg joined the Investing News Network and shared his insights on where the precious metal stands in its...
The article below is an excerpt from our Q3 2024 commentary. In last quarter's letter, we outlined a rising tide of bearish signals within the global copper market. Chief among them was the growing...
The article below is an excerpt from our Q3 2024 commentary. In the tumult of the global gold market, the past four years have unfolded as a clash of opposing forces. On one side, the steady...
Adam Rozencwajg, CFA, Managing Partner at Goehring & Rozencwajg, joined the Peak Prosperity podcast, hosted by Dr. Chris Martenson to offer a contrarian investing perspective, showing how spotting...
Leigh Goehring and Adam Rozencwajg, CFA, joined Jesse Day of VRIC Media and dived deep into the commodities markets, offering insights into key trends and investment opportunities. Key takeaways from...