Long term natural resource investor Adam Rozencwajg, Managing Partner of Goehring & Rozencwajg Associates, provides commentary on the current commodities bull market and notably gives a compelling and contrarian outlook to investment approaches to the global energy transition.
Adam addresses why we have reached an extremely tight supply-side scenario for copper coupled with exponential demand for what is now considered the essential ‘green metal’.
Insight is given on the fund’s strategy for investing in junior growth stage natural resource companies. He also outlines why oil has an extremely bullish near term investment rational despite uptake in EVs. And we hear how their fund invest in uranium companies which have also entered a very bullish market.
Website: gorozen.com
Timestamps:
00:00 – Why natural resources now?
04:52 – Copper under supply the real driver
10:14 – ESG slowing capital flows
16:36 – Oil vs EVs
22:19 – Uranium incredibly bullish
30:37 – Mutual fund and research
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