The article below is an excerpt from our Q1 2023 commentary.We are using the 1970s as an analog for precious metals this decade. So far, it is proving to be prescient. By 1974, silver had...
We're halfway through the year, so we thought it would be a perfect time for us to pause and reflect on our written works. Below are the three most viewed blog posts for the year 2023 so far. Thank...
"We think that gold has entered into a new phase of this bull market," said Adam Rozencwajg of Goehring & Rozencwajg (G&R).G&R has been bullish on gold for quite some time, but we have been mostly...
![[Podcast] MacroVoices: A discussion around Energy, Gold, Copper and Uranium](https://blog.gorozen.com/hubfs/Blog/2023%20Blogs/2023.04%20GR%20Blog%20%23348%20-%20MacroVoices%20-%20LinkedIn.png)
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](https://blog.gorozen.com/hubfs/Calls,%20Webinars%20and%20Investor%20Day/2022.11%20Investor%20Day%202022/2022.11%20Investor%20Day%202022%20-%20Access%20Replay.png)
Goehring & Rozencwajg hosted afascinating one-day live eventto discusshow to prepare for the coming decade of shortages in everything from energy to materials and agriculture,on Thursday,...
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...
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...
“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](https://blog.gorozen.com/hubfs/Blog%20Images/2020.11%20GR%20Blog%20221%20LinkedIn.png)
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](https://blog.gorozen.com/hubfs/Blog%20Images/2020.08-Mines_RealVision.LinkedIn.jpeg)
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...