[Podcast] MacroVoices: A discussion around Energy, Gold, Copper and Uranium

04/14/2023

Adam Rozencwajg, CFA, Managing Partner at Goehring & Rozencwajg, recently joined MacroVoices host Erik Townsend to discuss the energy, gold, copper, and uranium markets.  This recent discussion..

[REPLAY] 2022 Investor Day - The Coming Decade of Shortages

11/18/2022

Goehring & Rozencwajg hosted a fascinating one-day live event to discuss how to prepare for the coming decade of shortages in everything from energy to materials and agriculture, on Thursday,..

A Head Fake in Precious Metals: The Bear Market Drags On

10/27/2022

The article below is an excerpt from our Q2 2022 commentary.Ever since silver staged a furious catch-up rally back in the summer of 2020 -- something that has always signaled a long corrective phase..

What to Expect From Gold and Silver Going Forward

09/10/2021

First appeared in Q2 2021 letter

While we believe a huge precious metals bull market lies in front of us, we must also be aware that challenges remain over the medium term. Since the beginning of..

Will Gold Take a Breather?

01/13/2021

“Given silver’s huge move in the last six months, gold and precious metals could now go through a potential correction phase within a larger bull market.” 

 

In gold bull markets over the last 50..

[Video with Real Vision] Interview with Leigh Goehring and Jim Grant

12/04/2020

The Archives from Real Vision recently re-released this classic interview from 2018 featuring Leigh Goehring and legendary financial writer Jim Grant. Their conversation revolves around the turning..

[Video Interview with Real Vision] The Fundamentals of Gold Miner Equities

08/27/2020

With gold prices rallying, is it still a good investment?

Should you invest in the physical commodities or in the equities of gold-producing companies?

What characteristics do a strong mining company..

The Rally in Gold Continues

08/12/2020

“Even adjusting the Fed’s balance sheet for excess reserves (a debate in and of itself), we believe today’s balance sheet justifies a gold price in excess of $15,000 per ounce on the low side or..

A Trend Will Continue Until It Can No Longer

08/22/2019

A Trend Will Continue Until It Can No Longer.” This saying ultimately has two related meanings. First, a trend may persist far longer than reason or logic would dictate. Second, the trend will..

[New Video] The Rally in Gold is Just Getting Started

08/07/2019

Gold prices recently rose to more than $1,400 per ounce. Is this a fluke or could prices actually rally to over $10,000?

 

In this ten-minute video, our very own Leigh Goehring discusses the factors..

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