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5min chapter
Natural Resource Investing Thesis w/ Adam Rozencewajg | Managing Partner @ Goehring
The Journey with Christian D Evans
How to Avoid Volatility in the Oil and Gas Industry
The commodity space is Incredibly volatile the stocks go up and down a lot. They have a very important place in a portfolio however they're very volatile There's no two ways about it, so people say well what strategies can you do to try to lessen the volatility? And we've thought about this for 30 years and you know, we've operated as a hedge fund. We'veoperated as a long-only We've operated not so much on the private side, but we know the private side very very well. But I would run for the hills because something like that will happen at the end of the day.
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