[REPLAY] 2022 Investor Day - The Coming Decade of Shortages

Topics: Gold, Commodities, Natural Resources, Contrarian, Real Assets, Inflation

Goehring & Rozencwajg hosted a fascinating one-day live event to discuss how to prepare for the coming decade of shortages in everything from energy to materials and agriculture, on Thursday, November 3, 2022.


The positive feedback we received from those that were able to attend the event (in-person or virtually) has been overwhelming.


Thus, we would like to offer those that were not able to attend the live event, the opportunity to access the replay.


Over 6 hours of insightful perspectives were shared by an illustrious group of keynote speakers at The Coming Decade of Shortages event.


Access the replay* to learn more about:

  • What factors could drive oil to $200 per barrel
  • The impact of weather cycles on a potential next big " dust bowl" in America
  • How commodities can be a major contributor to a potential decade of shortages
  • Our perspectives on the true impacts of renewables and what integral part they play in potential shortages
  • How we will strive to protect and profit from a period of dislocation

Featured speakers include:

  • Leigh Goehring, Managing Partner, Goehring & Rozencwajg
  • Adam Rozencwajg, CFA, Managing Partner, Goehring & Rozencwajg
  • Edward Chancellor - Historian, Author, Journalist, Investment Strategist
  • Vivek Ramaswamy - Co-Founder, Executive Chairman Strive Capital
  • Professor Donald R. Sadoway, Former John F. Elliott Professor of Materials Chemistry MIT
  • Shawn Hackett, Founder, Hackett Money Flow Agricultural Report
  • Marko Papic, Partner & Chief Strategist, Clocktower Group

*The replay includes video, audio, and speakers PDF presentations.  Recorded on Thursday, November 3, 2022. 





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