Adam Rozencwajg from Goehring & Rozencwaj discusses energy markets and precious metals on the podcast. They delve into the evolution of US natural gas market, US oil production data discrepancies, challenges in energy and gold markets, risk hedging strategies, market analysis, and speculation.

Adam Rozencwajg, co-founder of Goehring & Rozencwajg, and Django Davidson, founding partner of Hosking Partners, dive into deep value investing in materials and commodities. They discuss integrating real option value and Bayesian thinking into investment strategies. The conversation highlights the importance of commodities in the electric vehicle landscape and the cyclical nature of markets. Special focus is placed on inventory analysis, particularly in the uranium sector, and the complexities of the Platinum Group Metals industry.

Today, we welcome back Adam Rozencwajg, Managing Partner at Goehring & Rozencwajg, to help us understand the global energy crisis and how we ended up in this situation. We discuss the outlook of the coming months and why we are in the beginning of a commodity super cycle, how the supply and demand side of the economy functions and what role the Strategic Petroleum Reserve (SPR) plays in a global energy crisis. We also discuss the different types of energy commodities, how convergence will affect the energy market and how to take advantage of it, the history of energy and the importance of ensuring a continuous abundance of efficient energy, how nuclear power can be a viable solution to the energy crisis and much more.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Cem on Twitter.Follow Adam on Twitter.Episode TimeStamps: 00:00 - Intro02:01 - Heading into the winter10:42 - Flood the market with oil...a good idea?14:50 - Understanding the supply side29:30 - Venezuela - A hot spot?33:21 - Is the SPR in trouble?40:12 - The role of the different energy commodities42:51 - Why convergence and how to take advantage of it51:56 - The end of energy abundance59:57 - Is nuclear the future?01:05:18 - Thanks for listeningCopyright © 2024 – CMC AG – All Rights Reserved----PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:1. eBooks that cover key topics that you need to know about In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here2. Daily Trend Barometer and Market Score One of the things I’m really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here3. Other Resources that can help youAnd if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click HerePrivacy PolicyDisclaimer

Adam Rozencwajg, a returning expert on commodity markets, shares his insights on the anticipated Commodity Super Cycle. He discusses the cyclical nature of commodities, focusing on the bullish trends in gold and the undervaluation of gold equities. The conversation also explores the dynamics of the copper market amid the green transition and China's consumption patterns. Adam highlights investment opportunities in uranium and reflects on the relationship between demographic trends and economic outcomes, emphasizing the importance of long-term strategies.

Guest Adam Rozencwajg, managing partner of Goering & Rozencwajg, debates with energy analyst Doomberg on the topic of 'peak cheap oil'. They discuss the concept of peak oil, decline rates of shale wells vs conventional fields, the validity of concerns about peak oil, the uses of oil and the potential for running engines on natural gas, and the future of shale production and international expansion. They conclude with thoughts on potential energy crisis scenarios and the importance of respectful conversations.