"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...
“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.” This saying ultimately has two related meanings. First, a trend may persist far longer than reason or logic would dictate. Second, the trend will...