[Podcast] MacroVoices - AI Demand, Energy & Precious Metals


Adam Rozencwajg, Managing Partner at G&R, recently joined the MacroVoices podcast, hosted by Erik Townsend and Patrick Ceresna, to provide insightful updates on the energy markets, precious metals and much more.

There are so many interesting things taking place in the energy market. Still, the area of the markets today that is certainly asymmetric but potentially most exciting for the remainder of the year is the US Natural Gas Market. 

Adam delves deep into the dynamics of AI Demand, exploring the intricacies of the energy and precious metals markets through the lens of charts and insightful discussion.

Watch the interview below (recorded on May 16, 2024).CLICK HERE TO LISTEN TO PODCAST

00:00:00 Intro
00:00:52 Macro Scoreboard
00:02:57 Feature Interview with Adam Rozencwajg
00:56:01 Postgame – Talking Charts 
00:56:25 Crude Oil
00:57:50 S&P500
00:59:42 Nasdaq
01:00:28 VIX
01:01:50 US dollar
01:03:00 Gold
01:04:19 Copper
01:05:06 Uranium
01:06:22 Wheat 

Want to learn more on this topic from Goehring & Rozencwajg? We invite you to download or revisit our entire Q4 2023 research letter, available below.   

2023.Q4 Research - The Norwegian Illusion



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