Goehring & Rozencwajg Team
Adam Rozencwajg recently joined Chris Martenson on the Peak Prosperity podcast to discuss the evolving macro environment and its potential implications for commodities.The conversation explores: ...
Leigh Goehring, Managing Partner at G&R, recently joined Jesse Day on the VRIC podcast to discuss why gold and silver may be far more than a strong recent trade—and why they could prove essential in...
The article below is an excerpt from our Q3 2025 commentary. We have long taken a certain perverse pride in conducting research that is not merely original, but occasionally so unfashionable that...
The article below is an excerpt from our Q3 2025 commentary. At Goehring & Rozencwajg, we’ve built our approach around a simple but often uncomfortable conviction: the best value in natural resource...
Much has been written about the Trump administration’s actions in Venezuela and the supposed implications for the global oil market, though at this early stage it is already apparent that the subject...
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Watch our 7-minute video: Q3 2025 Market Commentary.Adam Rozencwajg, Managing Partner of G&R, recaps the latest research letter, highlighting why the era of stable, low-volatility markets—the...
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The article below is an excerpt from our Q3 2025 commentary. We spent the early days of October zig-zagging across New Zealand and Australia, where every meeting seemed to begin—and often end—with...
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...
Adam Rozencwajg joined The Contrarian Capitalist podcast to discuss whether gold is cheap or expensive at the moment.Adam A. Rozencwajg is the Co-Founder and Managing Partner of Goehring & Rozencwajg...
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...