--- title: G&R Blog | Gold (2) description: Gold | Stay informed with natural resources market insights from Goehring & Rozencwajg Associates. (2) --- [![GoRozen logo](https://blog.gorozen.com/hs-fs/hubfs/Gorozen_July2023/images/629a25c15755c930be0d624f_GoRozen-logo-horizontal-web.png?width=444&height=79&name=629a25c15755c930be0d624f_GoRozen-logo-horizontal-web.png "GoRozen logo")](https://www.gorozen.com/) - FIRM - [HOME](https://www.gorozen.com/) - [ABOUT](https://www.gorozen.com/about) - [TEAM](https://www.gorozen.com/team) - CONTENT - [COMMENTARIES](https://www.gorozen.com/commentaries) - [BLOG](https://blog.gorozen.com/blog) - [PODCASTS](https://www.gorozen.com/podcasts) - HOW TO INVEST - [MUTUAL FUND](https://www.gorozen.com/gr-funds) - [CONFERENCE](https://conference.gorozen.com/) - [CONTACT](https://www.gorozen.com/contact) [access latest research](https://www.gorozen.com/commentaries) # G&R Blog ## Gold [![Podcast: Gold & Oil - Bright Days Lie Ahead](https://blog.gorozen.com/hubfs/Blog/2026%20Blogs/2026.02%20GR%20Blog%20%23466-%20Adam%20on%20Peak%20Prosperity%20Podcast.png)](https://blog.gorozen.com/blog/podcast-gold-oil-bright-days-lie-ahead) ### [Podcast: Gold & Oil - Bright Days Lie Ahead](https://blog.gorozen.com/blog/podcast-gold-oil-bright-days-lie-ahead) 02/26/2026 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: ... [Read More →](https://blog.gorozen.com/blog/podcast-gold-oil-bright-days-lie-ahead) [![Podcast: Why Gold and Silver May Be the Last Defense Against Inflation and Debt](https://blog.gorozen.com/hubfs/Blog/2026%20Blogs/2026.01%20GR%20Blog%20%23465-%20Leigh%20on%20VRIC%20Podcast.png)](https://blog.gorozen.com/blog/podcast-why-gold-and-silver-may-be-the-last-defense-against-inflation-and-debt) ### [Podcast: Why Gold and Silver May Be the Last Defense Against Inflation and Debt](https://blog.gorozen.com/blog/podcast-why-gold-and-silver-may-be-the-last-defense-against-inflation-and-debt) 02/19/2026 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... [Read More →](https://blog.gorozen.com/blog/podcast-why-gold-and-silver-may-be-the-last-defense-against-inflation-and-debt) [![2025 3Q Commentary Video Recap](https://blog.gorozen.com/hubfs/Commentaries%20+%20Content%20Offers/2025.Q3%20Commentary/2025.Q3%20Video.%20Adam%20Rozencwajg%2c%20CFA%20Managing%20Partner%20-%20Social%20(1).png)](https://blog.gorozen.com/blog/2025-3q-commentary-video) ### [2025 3Q Commentary Video Recap](https://blog.gorozen.com/blog/2025-3q-commentary-video) 01/07/2026 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... [Read More →](https://blog.gorozen.com/blog/2025-3q-commentary-video) [![Gold vs. Oil](https://blog.gorozen.com/hubfs/Blog/2025%20Blogs/2025.12%20GR%20%23461%20-%20Gold%20vs.%20Oil%20(1).png)](https://blog.gorozen.com/blog/gold-vs-oil) ### [Gold vs. Oil](https://blog.gorozen.com/blog/gold-vs-oil) 12/19/2025 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... [Read More →](https://blog.gorozen.com/blog/gold-vs-oil) [![Podcast: Is Gold Expensive or Cheap Right Now?](https://blog.gorozen.com/hubfs/2025.12%20GR%20Podcast%20Listing%20only-%20The%20Contrarian%20Capitalist.png)](https://blog.gorozen.com/blog/podcast-is-gold-expensive-or-cheap-right-now) ### [Podcast: Is Gold Expensive or Cheap Right Now?](https://blog.gorozen.com/blog/podcast-is-gold-expensive-or-cheap-right-now) 12/11/2025 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... [Read More →](https://blog.gorozen.com/blog/podcast-is-gold-expensive-or-cheap-right-now) [![Podcast: The Quiet Repricing of Reality](https://blog.gorozen.com/hubfs/Blog/2025%20Blogs/2025.12%20GR%20Blog%20%23459%20-%20Podcast%20Top%20Traders%20Unplugged.png)](https://blog.gorozen.com/blog/podcast-the-quiet-repricing-of-reality) ### [Podcast: The Quiet Repricing of Reality](https://blog.gorozen.com/blog/podcast-the-quiet-repricing-of-reality) 12/05/2025 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... [Read More →](https://blog.gorozen.com/blog/podcast-the-quiet-repricing-of-reality) [![Podcast: Revenge of the Old Economy and the Return of Commodities](https://blog.gorozen.com/hubfs/Blog/2025%20Blogs/2025.11%20GR%20Blog%20%23454%20-%20Adam%20on%20podcast%20-%20W1M%20Why%20Invest%20(1).png)](https://blog.gorozen.com/blog/podcast-revenge-of-the-old-economy-and-the-return-of-commodities) ### [Podcast: Revenge of the Old Economy and the Return of Commodities](https://blog.gorozen.com/blog/podcast-revenge-of-the-old-economy-and-the-return-of-commodities) 11/07/2025 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 &... [Read More →](https://blog.gorozen.com/blog/podcast-revenge-of-the-old-economy-and-the-return-of-commodities) [![Podcast: Gold, Uranium & Oil – Adam Rozencwajg on MacroVoices](https://blog.gorozen.com/hubfs/Blog/2025%20Blogs/2025.10%20GR%20Blog%20%23453-%20MacroVoices%20-%20LinkedIn.png)](https://blog.gorozen.com/blog/podcast-gold-uranium-oil-adam-rozencwajg-on-macrovoices) ### [Podcast: Gold, Uranium & Oil – Adam Rozencwajg on MacroVoices](https://blog.gorozen.com/blog/podcast-gold-uranium-oil-adam-rozencwajg-on-macrovoices) 10/31/2025 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... [Read More →](https://blog.gorozen.com/blog/podcast-gold-uranium-oil-adam-rozencwajg-on-macrovoices) [![Podcast: Gold's Record Run Not Over Yet, Silver Still Looks Cheap](https://blog.gorozen.com/hubfs/Blog/2025%20Blogs/_2025.10%20Investing%20News%20Network%20Interview%20-%20Adam%20Rozencwajg.png)](https://blog.gorozen.com/blog/podcast-golds-record-run-not-over-yet-silver-still-looks-cheap) ### [Podcast: Gold's Record Run Not Over Yet, Silver Still Looks Cheap](https://blog.gorozen.com/blog/podcast-golds-record-run-not-over-yet-silver-still-looks-cheap) 10/10/2025 Gold continues to set new all-time highs, but according to Adam Rozencwajg, Managing Partner of Goehring & Rozencwajg, the story is far from over.In a recent interview with Investing News Network’s... [Read More →](https://blog.gorozen.com/blog/podcast-golds-record-run-not-over-yet-silver-still-looks-cheap) [![Podcast: Why We Believe Gold Could Double from Here](https://blog.gorozen.com/hubfs/Blog/2025%20Blogs/2025.09%20GR%20Blog%20%23448%20-%20Adam%20on%20podcast%20-%20Money%20Life%20with%20Chuck%20Jaffe%20Podcast.png)](https://blog.gorozen.com/blog/podcast-why-we-believe-gold-could-double-from-here) ### [Podcast: Why We Believe Gold Could Double from Here](https://blog.gorozen.com/blog/podcast-why-we-believe-gold-could-double-from-here) 09/25/2025 At Goehring & Rozencwajg, we take a contrarian, research-driven approach to natural resources investing. In a recent conversation on Money Life with Chuck Jaffe, Adam Rozencwajg, Managing Partner at... [Read More →](https://blog.gorozen.com/blog/podcast-why-we-believe-gold-could-double-from-here) [All posts](https://blog.gorozen.com/blog/all) This quarter's ## Natural Resource Market Commentary [DOWNLOAD NOW](http://gorozen.com/research/commentaries) Stay informed with Natural Resource Market Insights Goehring & Rozencwajg Associates, LLC. The information provided on this website is intended to provide the investor with an introduction to Goehring & Rozencwajg Associates, LLC. Nothing on this website should be construed as a solicitation offer, or recommendation to buy or sell any security or as an offer to provide advisory services. Information on this website is intended only for United States citizens and residents. Nothing contained on this website constitutes investment, legal, tax, or other advice nor should be relied upon in making an investment or other decision. 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