MacroVoices #370 Adam Rozencwajg: Energy, Gold, Copper & Uranium
Macro Voices
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The Future of the Gold Market
Every major commodity bull market has a huge gold component to it. Gold stocks rallied 10 folds over that period. From 1999 to 2010, gold tended to be the best performing sector. We started adding to some of our gold positions at the beginning part of last year. And I think that timing is getting closer and closer and closer.
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