Leigh Goehring

Leigh Goehring, a seasoned analyst and money manager with over 30 years in commodities, predicts an imminent boom in natural resources. He highlights the surprising 240% return of energy stocks amid investor apathy. Delving into the impact of carry trade on commodities, he points out historical risk mispricing and market opportunities. Goehring critiques current oil projections, discusses Toyota’s hybrid strategy affecting platinum prices, and examines the Gleisberg cycle’s effects on agriculture, making a compelling case for future investment in these sectors.

Leigh Goehring, an experienced investor in natural resources, discusses the undervaluation of commodities like gold, silver, uranium, copper, energy, and agriculture. He explains the cyclical nature of commodities and why now is the time to invest in the sector, highlighting potential price targets for gold and the bullish outlook on uranium and natural gas.

Leigh Goehring, Co-Founder of Goehring & Rozencwaj, discusses the relationship between monetary policy and commodities investing. Topics include gold-backed digital currencies, the impact of monetary policy on commodity prices, predictions for gold and oil prices, and the role of commodity-related equities in investing.