Adam Rozencwajg and Leigh Goehring have a track record of producing some of the best research in the commodities space and their current analysis points to a historic bull run for gold, energy, base metals, uranium and more up ahead. The duo discuss why commodities are currently more undervalued than they've ever been, why natural gas production is declining while no is paying attention, and much more.
West Red Lake Gold Mines: [ Ссылка ]
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Goehring & Rozencwajg: [ Ссылка ]
00:00 Introduction
00:52 Commodities are Extremely Undervalued
11:55 Gold Stocks Have Never Been Cheaper
21:05 Opportunity in Uranium
33:05 Natural Gas Production is Plummeting
44:03 Is Silver Poised to Outperform?
#gold #uranium #energy
