Top Traders Unplugged

GM42: What's Coming for Oil, Gas, Gold & Metals ft. Adam Rozencwajg

May 17, 2023
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Episode notes
1
Introduction
00:00 • 2min
2
Adam Rosenswijk and Jim Casang on the Global Macro Series
01:54 • 4min
3
The Fed's Intentions to Refill the SPI
05:47 • 5min
4
The Secular Forces Playing Out in the Oil Market
10:44 • 6min
5
The Future of Natural Gas
16:38 • 4min
6
The Fall of the US Gas Prices
20:19 • 2min
7
The Future of Natural Gas in Europe
22:47 • 2min
8
The Permian Gas Supply
25:15 • 4min
9
The Permian Gas Growth Rate Could Be a Bearish Sign in the Gas Market
28:58 • 5min
10
The Importance of Energy Efficiency
34:13 • 2min
11
The Cost of Third-Generation Nuclear Reactors
35:52 • 5min
12
The Future of Nuclear Energy
41:05 • 6min
13
The Future of Gold
46:55 • 4min
14
The Importance of the Central Bank Buyer
50:39 • 2min
15
The Cycle Bottom for Gold
52:15 • 5min
16
The Decline of the Dollar
57:15 • 4min
17
The Copper Price Is Still High
01:00:47 • 4min
18
The Importance of Raw Materials in the Aircraft Industry
01:04:22 • 2min
19
The Role of China in the Uranium Beneficiation Process
01:06:03 • 2min
20
The Concentration of Nuclear Power Plants
01:07:59 • 5min
21
The Importance of Physical Gold Investing
01:12:55 • 5min