In a recent interview with the Investing News Network, Adam Rozencwajg, Managing Partner at Goehring & Rozencwajg, shared his latest insights into the precious metals and energy markets, including why platinum is increasingly on his radar.
Rozencwajg remains constructive on gold, silver, and uranium, but highlighted the overlooked potential in platinum:
“Platinum has all the hallmarks of something we like to get involved with,” he said, citing favorable supply/demand dynamics and compelling long-term fundamentals.
Looking more broadly, he discussed how a global monetary and trade regime shift is reshaping the investment landscape—and why this transition could create tailwinds for commodities.
“Commodities, led by gold, have been the only places to hide so far this year that have not severely disappointed,” Rozencwajg noted.
To watch the full interview, hosted by Charlotte McLeod, click on the image below. Note: The interview was recorded on May 30, 2025.
Curious to learn more? Read more in our Q1 2025 research newsletter, available for download below.
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