Goehring & Rozencwajg Team
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...
Why investors should pay attention now.Leigh Goehring and Adam Rozencwajg have spent decades in the natural resources sector. Right now, they see a setup for gold, uranium, oil, natural gas, and...
The article below is an excerpt from our Q2 2025 commentary. “Few challenges to the Federal Reserve independence have ever matched the drama of Dec. 5, 1965. Fed Chairman William McChesney Martin...
The article below is an excerpt from our Q1 2025 commentary. In previous letters, we’ve written at length about our conviction that North American natural gas might well prove to be the...
The article below is an excerpt from our Q1 2025 commentary. Back in 2018, we posited that financial players—ever alert to overlooked corners of the commodity world—would emerge as a dominant force...
“Few challenges to the Federal Reserve independence have ever matched the drama of Dec. 5, 1965. Fed Chaiman William McChesney Martin Jr. had just convinced the Board of Governors to raise the...
You could say that natural resources run in Leigh Goehring’s blood. The son of two oil and gas engineers, Leigh has spent nearly his entire life studying markets and investments related to...
Unlocking opportunity in an overlooked sector.Adam Rozencwajg, Managing Partner at Goehring & Rozencwajg, returns to The Value Perspective podcast for a deep dive into commodity investing.He covers:
Concerns about a global supply glut and an uncertain demand outlook continue to weigh on crude prices. Commodity experts Wasif Latif and Adam Rozencwajg share their insights on MarketWatch on what’s...