Adam Rozencwajg: Co-Founder and Managing Partner at Goehring & Rozencwajg
In this episode of the Why Invest? podcast, host Luke Hyde-Smith is joined by Adam Rozencwajg, Managing Partner and Co-Founder of Goehring & Rozencwajg Associates, one of the leading voices in natural resource investing.
Adam shares his insights on the “revenge of the old economy,” as commodities and energy markets stage a comeback after years of neglect. He explains why structural underinvestment is setting the stage for a major bull cycle, how capital flows shape resource markets, and what investors often get wrong about oil, gold, uranium and copper.
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