Interview recorded - 29th of May, 2024
On this episode of the WTFinance podcast I had the pleasure of welcoming back Adam Rozencwajg. Adam is the Managing Partner at Goehring & Rozencwajg Associates.
During our conversation we spoke about Adam's outlook for energy markets, how the energy markets are still undervalued, why he sees US LNG as being vastly undervalued, Uranium, precious metals and more. I hope you enjoy.
0:00 - Introduction
2:39 - Overview of energy markets?
3:28 - Adam bullish on US natural gas
12:30 - What does this mean for global LNG markets?
16:50 - No LNG supply glut
22:18 - Oil markets and peak oil
28:03 - New oil to replace US?
29:49 - Still bullish on Uranium & Nuclear?
33:18 - How is Adam positioned?
40:00 - Silver have similar trend to Gold?
41:54 - Copper outlook?
46:27 - One message to takeaway from conversation?
Currently, Adam is the Managing Partner of Goehring & Rozencwajg, Natural Resource Investors.
Adam has many years of investment experience. Between 2007 and 2015, he worked exclusively on the Global Natural Resources Fund at Chilton Investment Company with Mr. Goehring.
Prior to joining Chilton Investment Company, Adam worked in the Investment Banking department at Lehman Brothers between 2006 and 2007.
He holds a Bachelor of Arts degree with a major in Economics/Philosophy from Columbia University and is a CFA charter-holder.
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