G&R Blog

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

Written by Goehring & Rozencwajg Team | November 18, 2022

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. 

 

 

 

The information provided is intended to provide the investor with an introduction to Goehring & Rozencwajg Associates, LLC. Nothing herein should be construed as a solicitation offer, or recommendation to buy or sell any security or as an offer to provide advisory services. Nothing contained herein constitutes investment, legal, tax, or other advice nor should it be relied upon in making an investment or other decision. Investors should always obtain and read an up-to-date investment services description or prospectus before deciding whether to appoint an investment advisor or to invest in a fund. Registration with the SEC should not be construed as an endorsement or an indicator of investment skill, acumen or experience. Investments in securities are not insured, protected or guaranteed and may result in loss of income and/or principal. Historical performance is not indicative of any specific investment or future results.

 

This communication may include opinions and forward-looking statements. All statements other than statements of historical fact are opinions and/or forward-looking statements (including words such as “believe,” “estimate,” “anticipate,” “may,” “will,” “should,” and “expect”). Although we believe that the beliefs and expectations reflected in such forward-looking statements are reasonable, we can give no assurance that such beliefs and expectations will prove to be correct. Various factors could cause actual results or performance to differ materially from those discussed in such forward-looking statements. All expressions of opinion are subject to change. You are cautioned not to place undue reliance on these forward-looking statements. Any dated information is published as of its date only. Dated and forward-looking statements speak only as of the date on which they are made. We undertake no obligation to update publicly or revise any dated or forward-looking statements. Any references to outside data, opinions or content are listed for informational purposes only and have not been verified for accuracy by the Adviser. Third-party views, opinions or forecasts do not necessarily reflect those of the Adviser or its employees.

 

Indices are not available for direct investment. Their performance does not reflect the expenses associated with the management of an actual portfolio. Adviser has selected stated indices to allow the comparison of its composite performance to that of a well-known benchmark. Indices are shown for comparative purposes and to establish current market conditions. Clients cannot invest directly into an index. Clients should be aware that referenced indices may have a different security composition, volatility, risk, investment objective and philosophy, diversification, and/or other investment-related factors. Additionally, referenced indices may not include fees, transaction costs or reinvestment of income. Therefore, the Adviser’s composite and investor’s individual results may vary significantly from the index’s performance. Benchmarks used by Adviser are current as of the date indicated and may change without notice.