Leigh Goehring, Managing Partner at G&R and a seasoned investor in natural resources, recently shared his wealth of experience on the Commodity Culture podcast. His message is clear: the time to dive into commodities is now, as they are currently at their most undervalued state in market history.
Delving deep into his investment strategy, Leigh discusses the promising prospects for gold, silver, uranium, copper, energy, and agriculture. He also sheds light on the cyclical nature of commodities, emphasizing why the present moment is prime for investing in this sector.
To watch this interview, please click below (recorded on May 22, 2024).
00:00 Introduction
01:45 Cyclical Nature of Commodities
04:40 Thoughts on the Broad Market
07:50 New Bull Market for Gold
17:04 Silver Will Play Catch-Up
20:18 Has the Big Money Been Made in Uranium?
25:15 Fertilizers and Agriculture
34:27 Oil, Natural Gas and Coal
44:23 Will Copper Continue to Rise?
Want to learn more from Goehring & Rozencwajg? We invite you to download or revisit our entire Q4 2023 investor research letter, available below.
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