The article below is an excerpt from our Q3 2025 commentary. We have long taken a certain perverse pride in conducting research that is not merely original, but occasionally so unfashionable that...
The article below is an excerpt from our Q3 2025 commentary. At Goehring & Rozencwajg, we’ve built our approach around a simple but often uncomfortable conviction: the best value in natural resource...
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Watch our 7-minute video: Q3 2025 Market Commentary.Adam Rozencwajg, Managing Partner of G&R, recaps the latest research letter, highlighting why the era of stable, low-volatility markets—the...
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The article below is an excerpt from our Q3 2025 commentary. We spent the early days of October zig-zagging across New Zealand and Australia, where every meeting seemed to begin—and often end—with...
The article below is an excerpt from our Q3 2025 commentary. In our fourth-quarter 2024 letter (click here to view past commentaries), we introduced a framework that has since shaped much of our...
Adam Rozencwajg joined The Contrarian Capitalist podcast to discuss whether gold is cheap or expensive at the moment.Adam A. Rozencwajg is the Co-Founder and Managing Partner of Goehring & Rozencwajg...
Power shifts quietly—until the moment it reshapes markets. On the Top Traders Unplugged podcast, Niels Kaastrup-Larsen and Cem Karsan sit down with Adam Rozencwajg, Managing Partner of G&R, to unpack...
The article below is an excerpt from our Q2 2025 commentary. President Trump’s recent executive action targeting reform at the Nuclear Regulatory Commission (NRC) may well go down as the most...
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In a world captivated by technology and growth narratives, have investors overlooked the real story unfolding beneath their feet?In the latest episode of the W1M Why Invest? podcast, Goehring &...
Gold, uranium, oil — and the potential for a major global monetary shift.In this episode, Adam Rozencwajg sits down with Erik Townsend and Patrick Ceresna on the MacroVoices podcast to unpack today’s...