Adam Rozencwajg teamed up with WTFinance podcast host Anthony Fatseas to delve into the looming Monetary System Revolution.

In this intriguing episode of the WTFinance podcast, the discussion centered around Adam's insights into the energy markets, emphasizing their current undervaluation. He shed light on why he perceives US LNG to be significantly underrated and touched on the topics of Uranium, precious metals, and much more.

0:00 - Introduction
2:39 - Overview of energy markets?
3:28 - Adam bullish on US natural gas
12:30 - What does this mean for global LNG markets?
16:50 - No LNG supply glut
22:18 - Oil markets and peak oil
28:03 - New oil to replace US?
29:49 - Still bullish on Uranium & Nuclear?
33:18 - How is Adam positioned?
40:00 - Silver have similar trend to Gold?
41:54 - Copper outlook?
46:27 - One message to takeaway from conversation?

To watch the interview, please click below (recorded on May 29, 2024). 

Want to learn more from Goehring & Rozencwajg? We invite you to download or revisit our entire Q1 2024 investor research letter, available below.   

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