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“The market may be underestimating energy risk.” Goehring & Rozencwajg Managing Partner Adam Rozencwajg recently joined Goldrock Capital’s Definitely Uncertain: The Private Wealth Podcast for a...
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Global energy markets may be facing deeper structural supply constraints than current pricing suggests.In this podcast discussion with Peak Prosperity, Adam Rozenwajg, CFA, Managing Partner of...
The oil market may be experiencing its biggest shock ever — and most investors aren’t positioned for it. In a recent interview with Charlotte McLeod of the Investing News Network, Adam Rozencwajg...
Despite recent gains across gold and energy, evidence suggests the current commodities cycle may still be in its early stages.In a recent Sprott Radio episode, Adam Rozencwajg, CFA, Managing Partner...
Geopolitical shocks tend to fade from headlines quickly—but their impact on markets often lingers much longer.In the wake of the Iran crisis, key questions remain: how are global energy flows...
Adam Rozencwajg recently joined Chris Martenson on the Peak Prosperity podcast to discuss the evolving macro environment and its potential implications for commodities.The conversation explores: ...
Leigh Goehring, Managing Partner at G&R, recently joined Jesse Day on the VRIC podcast to discuss why gold and silver may be far more than a strong recent trade—and why they could prove essential in...
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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...
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...