--- title: [PODCAST] Out with the FED Put & In with the OIL Put ft. Adam Rozencwajg description: In this interview with Top Traders Unplugged, Adam Rozencwajg discusses the global energy crisis, primarily focusing on the demand side of the crisis. image: https://blog.gorozen.com/hubfs/Blog/2022.11%20GR%20Blog%20%23335%20-%20Podcast%20%20-%20LinkedIn.png --- [![GoRozen logo](https://blog.gorozen.com/hs-fs/hubfs/Gorozen_July2023/images/629a25c15755c930be0d624f_GoRozen-logo-horizontal-web.png?width=444&height=79&name=629a25c15755c930be0d624f_GoRozen-logo-horizontal-web.png "GoRozen logo")](https://www.gorozen.com/) - FIRM - [HOME](https://www.gorozen.com/) - [ABOUT](https://www.gorozen.com/about) - [TEAM](https://www.gorozen.com/team) - CONTENT - [COMMENTARIES](https://www.gorozen.com/commentaries) - [BLOG](https://blog.gorozen.com/blog) - [PODCASTS](https://www.gorozen.com/podcasts) - HOW TO INVEST - [MUTUAL FUND](https://www.gorozen.com/gr-funds) - [CONFERENCE](https://conference.gorozen.com/) - [CONTACT](https://www.gorozen.com/contact) [access latest research](https://www.gorozen.com/commentaries) ![Banner](https://blog.gorozen.com/hubfs/Gorozen_July2023/images/post-image.webp) ## \[PODCAST\] Out with the FED Put & In with the OIL Put ft. Adam Rozencwajg 11/09/2022 “*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.   [![CLICK HERE TO LISTEN TO PODCAST](https://no-cache.hubspot.com/cta/default/4043042/90251cdd-c8aa-4bd2-a586-5f7ff7ade79a.png)](https://cta-redirect.hubspot.com/cta/redirect/4043042/90251cdd-c8aa-4bd2-a586-5f7ff7ade79a)   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   Interested in learning more on this topic? 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