Real assets

Leigh Goehring On The Coming Revolution In Asset Markets

Leigh Goehring On The Coming Revolution In Asset Markets

08/01/2025
You could say that natural resources run in Leigh Goehring’s blood. The son of two oil and gas engineers, Leigh has spent nearly his entire life studying markets and investments related to...
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The Case for Commodities: Adam Rozencwajg on Value, Volatility, and Opportunity

The Case for Commodities: Adam Rozencwajg on Value, Volatility, and Opportunity

07/25/2025
Unlocking opportunity in an overlooked sector.Adam Rozencwajg, Managing Partner at Goehring & Rozencwajg, returns to The Value Perspective podcast for a deep dive into commodity investing.He covers:
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(MarketWatch) Why oil prices aren’t spiking despite Israel-Iran tensions

(MarketWatch) Why oil prices aren’t spiking despite Israel-Iran tensions

07/11/2025
Concerns about a global supply glut and an uncertain demand outlook continue to weigh on crude prices. Commodity experts Wasif Latif and Adam Rozencwajg share their insights on MarketWatch on what’s...
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(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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