Adam Rozencwajg

Adam Rozencwajg, a commodities portfolio manager, dives into the intriguing world of gold, oil, and uranium. He explains why recent fluctuations in gold prices are just a pause in a larger bull market, while central banks’ buying is driven by a shift away from dollar assets. Rozencwajg also discusses the complexities of oil’s negative perception and suggests that market narratives are flawed. For uranium, he highlights a tightening market with risks, including geopolitical factors, making it a hot topic for investors.