In this episode of The Super Terrific Happy Hour podcast, Stephanie Pomboy and Grant Williams are joined by a panel of guests to discuss the macro environment as it pertains to inflation and how each of them is using their experience to position themselves for the way they see the inflationary pulse playing out.
James Davolos of Horizon Kinetics, Adam Rozencwajg of Goehring & Rozencwajg and Dave Iben of Kopernik Global Investors join forces to offer a series of perspectives about where the world finds itself, how we got here and, importantly, not only where we’re headed, but what to do about it. Come and join us.
Recorded on October 8, 2023.
Want to learn more from Goehring & Rozencwajg? We invite you to download or revisit our entire Q2 2023 investor research letter, available below.
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