Managing Partners Leigh Goehring and Adam Rozencwajg recently hosted a video conference call along with Stacy Havener, CEO and Founder of Havener Capital Partners. During the event, they discussed..
Managing partner Adam Rozencwajg was recently featured on Financial Sense Wealth Management’s popular podcast to discuss the supply and demand backdrop for copper, and why we’ll likely see higher..
In case you missed it, last week Managing Partner Leigh Goehring was fortunate to spend some time with Jesse Felder on his popular podcast Super Investors and the Art of Worldly Wisdom. Mr...
“Over the past decade, there has been a chronic bias in the IEA estimates for non-OECD demand, and we believe this time is no different. Our models suggest that emerging market oil demand has held..