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16min chapter
MacroVoices #428 Adam Rozencwajg: AI Demand, Energy & Precious Metals
Macro Voices
Challenges and Opportunities in Energy and Gold Markets
Exploration of the challenges facing the energy industry in the next decade, including potential price rises and issues surrounding Saudi Arabia's oil reserves. Analysis of the recent rally in gold prices, speculation on a monetary regime change, and the impact of real interest rates on gold stocks. Discussion on central banks buying physical gold bars, the underperformance of gold stocks, and the investment case for gold mining shares.
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