Real assets

(Podcast) Market Outlook: Gold, Silver, Uranium — and Why We’re Bullish on Platinum

(Podcast) Market Outlook: Gold, Silver, Uranium — and Why We’re Bullish on Platinum

06/27/2025
In a recent interview with the Investing News Network, Adam Rozencwajg, Managing Partner at Goehring & Rozencwajg, shared his latest insights into the precious metals and energy markets, including...
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Positioning for the Next Commodity Surge: Insights from Adam Rozencwajg

Positioning for the Next Commodity Surge: Insights from Adam Rozencwajg

06/20/2025
Is the next major commodities cycle already underway? Adam Rozencwajg, Co-Founder and Managing Partner at Goehring & Rozencwajg, joins Ed Coyne of Sprott Radio for a timely conversation on the...
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How China, Tariffs, and Nuclear Power Are Reshaping Global Commodities

How China, Tariffs, and Nuclear Power Are Reshaping Global Commodities

06/13/2025
A Global Market Shake-Up: Why Rozencwajg Says Real Assets Are the FutureIs a new commodities supercycle already underway? According to Adam Rozencwajg, Managing Partner at Goehring & Rozencwajg, the...
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[REPLAY] 2022 Investor Day - The Coming Decade of Shortages

[REPLAY] 2022 Investor Day - The Coming Decade of Shortages

11/18/2022
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,...
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A Head Fake in Precious Metals: The Bear Market Drags On

A Head Fake in Precious Metals: The Bear Market Drags On

10/27/2022
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...
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Why Nuclear Power is a Solution to Our Energy Needs

Why Nuclear Power is a Solution to Our Energy Needs

09/09/2022
The article below is an excerpt from our Q2 2022 commentary. The pendulum continued to swing in favor of nuclear power during Q2. The Russian invasion of Ukraine has put national energy security...
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Inflation and Magazine Covers (Part III)

Inflation and Magazine Covers (Part III)

06/22/2022
The article below is an excerpt from our Q1 2022 commentary. On April 20th, 2019, Bloomberg/BusinessWeek magazine published an issue entitled “Is Inflation Dead?” with a dead dinosaur prominently...
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Natural Resources: Inflation, Capital Cycles and ESG Distortions

Natural Resources: Inflation, Capital Cycles and ESG Distortions

02/14/2022
Inflation is now running at 40-year highs. Natural resource stocks were top performers in 2021 and their leadership has continued into 2022.Could the 40-year bull market in bonds be coming to an end?
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Is Inflation Necessary for a Natural Resource Bull Market?

Is Inflation Necessary for a Natural Resource Bull Market?

02/03/2022
The US CPI grew at 7.1% in the fourth quarter of 2021 signaling the highest inflation in 40 years. Nearly three years ago, Bloomberg Businessweek proclaimed the “Death of Inflation” on its cover –...
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The Energy Crisis is Here - What's Coming Next?

The Energy Crisis is Here - What's Coming Next?

01/06/2022
“Europe’s Energy Crunch Sparks Panic in Asia and Dash to Buy Fuel” Bloomberg, September 16, 2021“Europe’s Energy Crisis Is Coming for the Rest of the World, Too” Bloomberg, September 27, 2021...
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