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MacroVoices #334 Adam Rozencwajg: Understanding the Global Energy Crisis
Macro Voices
Are You Getting Closer to Time to Buy Gold?
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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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