Real assets

Will Gold Take a Breather?

Will Gold Take a Breather?

01/13/2021
“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...
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[Video with Real Vision] Interview with Leigh Goehring and Jim Grant

[Video with Real Vision] Interview with Leigh Goehring and Jim Grant

12/04/2020
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...
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Where Has Shale Productivity Gone?

Where Has Shale Productivity Gone?

11/23/2020
Back in 2Q 2020, amid rapidly slowing drilling activity, a significant historical development occurred in the US shale patch. In previous drilling cycles, sharp slowdowns in activity produced large...
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[New Mining Podcast] Oil to Outperform Gold Over the Next Six Months

[New Mining Podcast] Oil to Outperform Gold Over the Next Six Months

10/22/2020
Managing Partner Adam Rozencwajg was recently interviewed on Mining Stock Education, a website and podcast dedicated to natural resources and precious metals education and investing. During this...
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[Video Interview with Real Vision] The Fundamentals of Gold Miner Equities

[Video Interview with Real Vision] The Fundamentals of Gold Miner Equities

08/27/2020
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...
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