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In a world captivated by technology and growth narratives, have investors overlooked the real story unfolding beneath their feet?In the latest episode of the W1M Why Invest? podcast, Goehring &...
Gold, uranium, oil — and the potential for a major global monetary shift.In this episode, Adam Rozencwajg sits down with Erik Townsend and Patrick Ceresna on the MacroVoices podcast to unpack today’s...
Why investors should pay attention now.Leigh Goehring and Adam Rozencwajg have spent decades in the natural resources sector. Right now, they see a setup for gold, uranium, oil, natural gas, and...
The article below is an excerpt from our Q2 2025 commentary. “Few challenges to the Federal Reserve independence have ever matched the drama of Dec. 5, 1965. Fed Chairman William McChesney Martin...
The article below is an excerpt from our Q1 2025 commentary. In previous letters, we’ve written at length about our conviction that North American natural gas might well prove to be the...
The article below is an excerpt from our Q1 2025 commentary. Back in 2018, we posited that financial players—ever alert to overlooked corners of the commodity world—would emerge as a dominant force...
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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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...
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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We believe a global monetary reset is underway—with gold at the center. In our view, this shift is setting the stage for a commodity supercycle that could far surpass what most investors expect.We...