MacroVoices #334 Adam Rozencwajg: Understanding the Global Energy Crisis
Macro Voices
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Are You Getting Closer to Time to Buy Gold?
You talked about the fertilizer sitation globally. You say we're getting close to time to buy gold. Why is it that you guys had gone neutral on gold a while back? And why do you expect to fairly soon get bullish on gold? So on. The fertilizer side of things, you know, you really can't imagine a more perfect storm. Its just sort hove been buffetedon all different sides.
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