Podcast
05/08/2024
Where does G&R stand on Bitcoin? Does Bitcoin deserve a place in a diversified portfolio along with gold? Adam Rozencwajg, CFA, answers these questions and many more on investing in gold, silver and...
04/17/2024
Electric vehicles (EVs) have been widely hailed as a key part of the transition to green energy, but are they helping as much as we think they are? Adam Rozencwajg, CFA, spoke with Charlotte McLeod...
03/07/2024
Challenge Accepted: Convince Me in 15 Minutes That Uranium is in a Bull Market. Joining the engaging podcast, Convince Me in 15 Minutes, Adam Rozencwajg makes a compelling argument for the promising...
02/16/2024
"Wouldn't a recession and continued economic weakness reduce energy demand and thus be bearish for oil and gas prices?" This is a common question that frequently arises during discussions on the ...
02/09/2024
The Permian shale oil basin is very close to peaking out. When it does, everything changes for the US and the world. "Everyone thought 2019 was the all-time high for Energy and Oil demand and that...
01/26/2024
Looking at the next 50 years, is the threat of Peak Cheap Oil fact or overblown fear? A month has passed since energy analyst Doomberg released his controversial report titled "Peak Cheap Oil Is A...
12/08/2023
Adam Rozencwajg, CFA, Managing Partner at Goehring & Rozencwajg, joined "Money Life with Chuck Jaffee" to discuss investing in natural resources and commodities in today's market. We invite you to...
11/17/2023
What is happening in the energy markets? Why is there an underinvestment in energy over the past decade? What is the risk of price fluctuations? What does this mean for prices? Adam Rozencwajg, CFA,...
11/09/2023
In 2023, renewables are grappling with rising costs and higher interest rates. The perception of nuclear power in the energy transition is shifting. Is this a long-term change? Natural gas remains a...
11/01/2023
In this episode of The Super Terrific Happy Hour podcast, Stephanie Pomboy and Grant Williams are joined by a panel of guests to discuss the macro environment as it pertains to inflation and how each...