![[INTERVIEW] The Next Opportunity: Are We in a Commodity Supercycle?](https://blog.gorozen.com/hubfs/Blog/2023%20Blogs/2023.08%20G%26R%20Blog%20%23363%20-%20UBS%20%20Interview%20-%20Adam%20Rozencwajg.png)
Are we in a commodity supercycle? In this episode, Adam Rozencwajg, Managing Partner at G&R, joined UBS's Paul Stefansson to explore the future of the commodity market and how the energy transition...
![[Podcast] MacroVoices - Global Food Crisis Update ft. Leigh Goehring](https://blog.gorozen.com/hubfs/Blog/2023%20Blogs/2023.07%20GR%20Blog%20%23362%20-%20Leigh%20Goehring%20Interview%20MacroVoices.png)
Leigh Goehring, Managing Partner at G&R, recently joined the MacroVoices podcast, hosted by Erik Townsend and Patrick Ceresna, to provide an insightful update on the global food crisis. This crisis...
The article below is an excerpt from our Q1 2023 commentary.In 2016, we published the following chart comparing commodities to the Dow Jones Industrial Average. Mr. Gundlach of DoubleLine had issued...
"From a supply perspective (regarding the energy market) I think we are at a very dangerous and important inflection point right now -- and that's because the shale basins which heretofore have been...
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...
The article below is an excerpt from our Q1 2023 commentary.The most crucial development in global oil markets is depletion in the Permian basin. We first warned about this in 2018, predicting the...
"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...
The article below is an excerpt from our Q1 2023 commentary.Conventional oil production has now unequivocally rolled over. Unconventional production, the only source of growth in global oil supply...
Curious about the state of natural resources in today's market?Then this podcast episode is for you.Adam Rozencwajg, CFA, Managing Partner of Goehring & Rozencwajg, recently joined the Top Traders...
![[Podcast] The Impacts of Rising Interest Rates on Commodities](https://blog.gorozen.com/hubfs/Blog/2023%20Blogs/2023.05%20GR%20Blog%20%23353-%20HC%20Insider%20Podcast%20-%20Twitter%20%281%29.png)
What are the impacts of rising interest rates on commodities? Where are rates headed? What does it mean for prices, traders, producers, investment and the energy transition? HC Insider Podcast hosts...