Leigh Goehring and Adam Rozencwajg, CFA, joined Jesse Day of VRIC Media and dived deep into the commodities markets, offering insights into key trends and investment opportunities.

Key takeaways from their discussion:

• Gold's True Value – Western retail investors are starting to recognize gold's importance and its potential for significant appreciation.
• Uranium's Growth Potential – With a nuclear renaissance underway and the impending adoption of commercial-scale Small Modular Reactors (SMRs), uranium still has plenty of room to run.
• Oil & Oil Stocks Undervalued – Despite strong fundamentals, oil and related equities remain significantly mispriced, presenting a compelling opportunity.
• Copper's Uncertain Outlook – While many investors are bullish on copper, Goehring and Rozencwajg suggest the setup may not be as strong as commonly believed.

Their insights provide a valuable perspective on where commodities markets may be headed and where investors might find the best opportunities.

Please click the image below to watch this informative podcast discussion.  

(Recorded on January 8, 2025).
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Want to learn more from Goehring & Rozencwajg?  We invite you to download or revisit our entire Q3 2024 investor research letter, which is available below.   

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