G&R Blog

The Managing Partners here at Goehring & Rozencwajg have historically been relied on to provide perspective on an array of natural resource-related topics. For your reading interest, below is a list...

During a recent client call, this question on inflation was posed to G&R Managing Partner Adam Rozencwajg, CFA: “Over the past 40 or so years, we've been in a period of declining real interest rates....

Goehring & Rozencwajg (G&R) managing partner Adam Rozencwajg believes oil prices could rise to $80/barrel and higher this year and that natural resource equity investments are radically undervalued....

Leigh Goehring and Adam Rozencwajg were recently featured on Grant’s Current Yield Podcast, where they spoke with Grant’s Interest Rate Observer founder Jim Grant and Deputy Editor Evan Lorenz. Image...

Goehring & Rozencwajg managing partner Adam Rozencwajg is constantly on the hunt for commodity sectors that are radically undervalued. This usually involves companies that have little-to-no...