“I do think that things have really fundamentally changed here, and I think the next number of years will be a little bit different. I think we have to let the dust settle to really understand the impact of the last two years. I think we’re in the process of fundamentally changing a lot of things that we took for granted over the last 40 year period.
I think we have to be a little bit more willing to broaden our horizons and accept things that look fundamentally different because I do think we’re in much more uncertain times," says Adam Rozencwajg, CFA, Managing Partner at Goehring & Rozencwajg - Natural Resource Investors.
We invite you to listen to this informative conversation with Cem Karson, Niels Kaastrup-Larsen (hosts of Top Traders Unplugged) and Adam Rozencwajg, as they discuss the global energy crisis, this time primarily focusing on the demand side of the crisis.
Episode TimeStamps (Recorded 10/26/2022):
00:00 - Intro
02:06 - The highlights of the previous conversation on energy supply
13:02 - Adam’s perspective on the demand side
21:57 - Blame it on the inflation?
29:11 - The opportunities of a divided world
36:50 - Has demand actually decreased?
42:40 - What can go wrong in regards to the election?
51:00 - Thanks for listening
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