Podcasts about rozencwajg

In a fascinating discussion, I sit down with Adam Rozencwajg of Goehring and Rozencwajg to delve into the intricate world of commodity markets and their far-reaching implications for the global economy. The conversation uncovers a hidden dynamic in the financial landscape, where the suppression of commodity markets is fueling a widespread carry trade that has investors heavily leveraged in growth and speculative stocks. As Adam explains, this delicate balance could be on the verge of a dramatic shift, potentially leading to a significant revaluation of real assets. We also explore the future of energy, with a particular focus on the transformative potential of nuclear power. Adam highlights the promise of small modular reactor technology as a game-changer in the pursuit of clean, safe, and efficient energy sources and addresses the limitations of the U.S. shale boom and its implications for domestic oil and gas production. Finally, the conversation concludes with an exploration of gold's resurgence as a monetary asset, hinting at possible changes in the global financial system that could reshape the economic landscape for years to come. Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com.  Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

Dec 18, 2024 – Adam Rozencwajg, managing partner at Goehring and Rozencwajg, discusses the challenges of "drill baby drill" under a potential Trump administration, emphasizing that U.S. oil production faces geological depletion rather than political...

Our guest this week, on the Value Perspective is Adam Rozecwajg, a deep value investor with a specialised focus on the materials and commodities industry. Together with his partner, Adam co-founded Goehring and Rozencwajg, a firm dedicated exclusively to investing in natural resources. Commodities are perhaps the best example of the capital cycle theory, and Goehring and Rozencwajg's investment process reflects this perfectly. They are a fundamental research firm focused exclusively on contrarian natural resource investments. Their team has over 49 years of combined experience and produces top quality differentiated research, analysing both commodities at a macro level and individual securities. Returning guest Django Davidson from Hosking Partners joins us to the co-host the episode, in which we discuss: Goehring and Rozencwajg's deep value approach to materials and commodities; investing through the lens of real option value; how Goehring and Rozencwajg incorporates probabilistic thinking into their Bayesian framework; the role of promotional demand dialogues; and the importance of commodities in the era of the EV. Enjoy! NEW EPISODES: We release main series episodes every two weeks on Mondays. You can subscribe via Podbean or use this feed URL (https://tvpschroders.podbean.com/feed.xml) in Apple Podcasts, Spotify, Google Podcasts and other podcast players. GET IN TOUCH: send us a tweet: @TheValueTeam  Important information. This podcast is for investment professionals only. Marketing material for Financial Professionals and Professional Clients only.  The material is not intended to provide, and should not be relied on for, accounting, legal or tax advice, or investment recommendations.  Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions.  Past Performance is not a guide to future performance and may not be repeated.  Diversification cannot ensure profits or protect against loss of principal.  The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested.  Exchange rate changes may cause the value of investments to fall as well as rise.  Investing in emerging markets and securities with limited liquidity can expose investors to greater risk.  Private assets investments are only available to Qualified Investors, who are sophisticated enough to understand the risk associated with these investments.  This material may contain “forward-looking” information, such as forecasts or projections. Please note that any such information is not a guarantee of any future performance and there is no assurance that any forecast or projection will be realised.  Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. The views and opinions contained herein are those of the individuals to whom they are attributed and may not necessarily represent views expressed or reflected in other Schroders communications, strategies or funds.  Any reference to regions/ countries/ sectors/ stocks/ securities is for illustrative purposes only and not a recommendation to buy or sell any financial instruments or adopt a specific investment strategy. Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider's consent. Neither we, nor the data provider, will have any liability in connection with the third party data.  

This week you are in for a real treat, as Adam Rozencwajg rejoins Cem Karsan and me for a deep dive into the latest developments in the Commodity markets. It's been 15 months since Adam last appeared on the show, and he's back to share his updated perspectives on the highly anticipated next Commodity Super Cycle. Adam even unveils a fascinating and little-known fact about what often coincides with the start of a Super Cycle. We also take a closer look at key markets like Gold, Copper, and the entire Energy Complex—topics at the heart of debates surrounding the US Dollar and the Green Transition. Packed with fresh insights and thought-provoking discussions, we hope you will enjoy this conversation.-----EXCEPTIONAL RESOURCE: Find Out How to Build a Safer & Better Performing Portfolio using this FREE NEW Portfolio Builder Tool-----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: 02:14 - Catching up05:00 - What has happened since we last spoke?12:58 - The state of the metal sector22:06 - Thoughts on positioning in commodity trading28:41 - Getting the timing right42:51 - It's all about volatility44:38 - Playing the long game47:46 - Are investors positioning wrong?52:40 - A carry trade bubble54:29 - Why are many investors bullish on copper?01:01:12 - Why are copper prices going down?01:05:13 - Demographics - a bizarre kind of beast01:08:40 - An...

Jeffrey Hirsch, chief executive at Hirsch Holdings and editor of the Stock Trader's Almanac — which tracks stock market performance relative to presidential terms and election cycles — says that while the upcoming election is no longer a battle between two second-term presidents, the potential election of a first-term president in Kamala Harris would not result in much change for the market. While first-term presidents historically hit the ground running and make some of their most drastic moves early, Hirsch says Wall Street is prepared to adjust, which leaves him more concerned with how the market will perform late in the term — in 2026 — than he is concerned with what happens close to the election. Adam Rozencwajg, managing partner at Goehring and Rozencwajg — which specializes in investing in natural resources commodities — discusses the recent rally in natural gas and makes the unusual case for it as a play that's adjacent to the artificial intelligence boom. And speaking of "AI-adjacent" investment potential, that's exactly one of the things currently appealing to Brian Mulberry, portfolio manager at Zacks Investment Management, who talks about it among his stock ideas in the Money Life Market Call.

Interview recorded - 29th of May, 2024On this episode of the WTFinance podcast I had the pleasure of welcoming back Adam Rozencwajg. Adam is the Managing Partner at Goehring & Rozencwajg Associates.During our conversation we spoke about Adam's outlook for energy markets, how the energy markets are still undervalued, why he sees US LNG as being vastly undervalued, Uranium, precious metals and more. I hope you enjoy.0:00 - Introduction0:42 - Overview of energy markets?1:31 - Adam bullish on US natural gas10:33 - What does this mean for global LNG markets?14:53 - No LNG supply glut20:21 - Oil markets and peak oil26:05 - New oil to replace US?28:52 - Still bullish on Uranium & Nuclear?31:21 - How is Adam positioned?38:03 - Silver have similar trend to Gold?39:57 - Copper outlook?44:30 - One message to takeaway from conversation?Currently, Adam is the Managing Partner of Goehring & Rozencwajg, Natural Resource Investors.Adam has many years of investment experience. Between 2007 and 2015, he worked exclusively on the Global Natural Resources Fund at Chilton Investment Company with Mr. Goehring.Prior to joining Chilton Investment Company, Adam worked in the Investment Banking department at Lehman Brothers between 2006 and 2007.He holds a Bachelor of Arts degree with a major in Economics/Philosophy from Columbia University and is a CFA charter-holder. Adam Rozencwajg - Website - https://www.gorozen.com/Twitter - https://twitter.com/Go_RozenLinkedIn - https://www.linkedin.com/in/adam-rozencwajg-770614/WTFinance - Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Twitter - https://twitter.com/AnthonyFatseas

Give us Your Feedback.Leigh Goehring brings his decades of experience as an investor in natural resources to send a message: now is the time to invest in commodities, as they have never been more undervalued in the history of markets. Leigh goes in-depth on his investment thesis for gold, silver, uranium, copper, energy, and agriculture, along with explaining the cyclical nature of commodities and why today is when you want to be invested in the sector. Goehring & Rozencwajg: https://www.gorozen.com Follow Jesse Day on X: https://twitter.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Goehring & Rozencwajg co-founder Adam Rozencwajg. They'll discuss energy markets, precious metals and much more. https://bit.ly/4bk5pub   ⚫ Follow Adam Rozencwajg on X: https://www.twitter.com/go_rozen ⚫ Check Out: https://www.gorozen.com/  

Apr 30, 2024 – What's the longer-term outlook for commodities, natural resources, and energy? Adam Rozencwajg joins FS Insider to provide a comprehensive macro discussion on relative valuations, historical comparisons and...

The Permian shale oil basin is very close to peaking out. When it does, everything changes for the US and the world. Join Adam Rozencwajg and I as we explore the most vital but overlooked topic of our times.

Adam Rozencwajg is an expert on the energy space and in his view, the sector is a must-own for a multitude of reasons he outlines in this interview. Adam provides his in-depth investment thesis for oil, natural gas and uranium, along with explaining why so many investors misunderstand the delicate balance of supply and demand when it comes to energy. Goehring and Rozencwajg: https://www.gorozen.com Follow me on Twitter: https://twitter.com/jessebdayYoutube Channel: https://youtube.com/c/CommodityCulture

A month ago, energy analyst Doomberg published a report titled "Peak Cheap Oil Is A Myth", and a few weeks back, I interviewed him about it. To say it ruffled feathers would be a huge understatement. Those in the Peak Cheap Oil camp have clamored for a chance to respond to Doomberg's claims, and that's exactly what we're going to do here in this video. Today, Adam Rozencwajg, Managing Partner of Goering & Rozencwajg, natural resource investors, sits down for a discussion with Doomberg -- which will moderated by yours truly -- to debate, or better "co-explore", the question: Looking at the next 50 years, is the threat of Peak Cheap Oil fact or overblown fear? SUBSCRIBE to Adam's new Substack to get Adam's Notes for all the recent experts who have appeared on this channel, including this interview with Melody. Go to https://adamtaggart.substack.com/ #oil #peakoil #energy

Jeffrey Hirsch, editor of the Stock Trader's Almanac, says that the stock market is right on track with expected calendar effects, which he sees as continuing through a Santa Claus rally and a positive January Barometer -- which portends a good year ahead for 2024. Further, citing the history of election-year market patterns, Hirsch says he expects the market to stay strong during 2024, holding off a recession and a bear market until 2025. That would be in keeping with classic election-cycle patterns. Also on the show, Tom Lydon, vice chairman at VettaFi, looks toward international small caps -- an area that has recovered to where the trend is turning positive -- for his ETF of the Week, and Adam Rozencwajg of Goehring and Rozencwajg talks natural resources and commodities investing in an extended Big Interview.

In 2023, Renewables have struggled with rising costs and higher interest rates. Alongside, there is a growing palpable shift in the perceptions, and expectations of nuclear power's role in the energy transition. Is this a structural shift? Natural gas remains the bridge fuel but can shale production keep up with growing US exports and if not, what will that mean? in this episode, Adam Rozencwajg, Managing Partner of Natural Resource investor Goehring and Rozencwajg rejoins us to discuss the structural shifts and shifting sentiments in energy in 2023 and what 2024 may hold in store.You can view Goehring & Rozencwajg's research here:https://www.gorozen.comYou can visit HC Group here: www.hcgroup.global

Interview recorded - 27th of October, 2023On this episode of the WTFinance podcast I had the pleasure of speaking with Adam Rozencwajg -  Managing Partner at Goehring & Rozencwajg.On this episode of the podcast we spoke about what is happening in the energy markets, underinvestment in energy over the past decade, risk of price fluctuations, what this means for prices and more. I hope you enjoy!0:00 - Introduction1:00 - What is Adam currently seeing in energy markets?5:25 - CAPEX or Geopolitical issue in energy investment?9:58 - Would embargo impact the US?12:00 - Are the energy markets tight?13:35 - Odds of an energy embargo?16:53 - What happens with less buffer in energy markets?17:45 - Key drivers of energy demand?18:37 - What is happening in the gas markets?22:10 - US upstream equities?23:30 - Investment thesis behind uranium?27:25 - Any mines scheduled to come online in near-term?27:55 - Other commodities Adam is watching?29:08 - One message to takeaway from conversation?Currently,  Adam is the Managing Partner of Goehring & Rozencwajg, Natural Resource Investors.Adam has many years of investment experience. Between 2007 and 2015, he worked exclusively on the Global Natural Resources Fund at Chilton Investment Company with Mr. Goehring.Prior to joining Chilton Investment Company, Adam worked in the Investment Banking department at Lehman Brothers between 2006 and 2007.He holds a Bachelor of Arts degree with a major in Economics/Philosophy from Columbia University and is a CFA charter-holder. Adam Rozencwajg - Website - https://www.gorozen.com/Twitter - https://twitter.com/Go_RozenLinkedIn - https://www.linkedin.com/in/adam-rozencwajg-770614/WTFinance - Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Twitter - https://twitter.com/AnthonyFatseas

In the latest episode of The Super Terrific Happy Hour, Steph and Grant are joined by an all-star panel of guests to discuss the macro environment as it pertains to inflation and how each of them is using their vast experience to position themselves correctly for the way they see the inflationary pulse playing out. James Davolos of Horizon Kinetics, Adam Rozencwajg of Goehring & Rozencwajg and Dave Iben of Kopernik Global Investors join forces to offer a series of hugely enlightening perspectives about where the world finds itself, how we got here and, importantly, not only where we're headed, but what to do about it. Super? Yep. Terrific? Absolutely. Happy? You will be. Come and join us. Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com.  Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

It has been a very eventful summer for uranium and the nuclear energy industry. Not only has spot price for Uranium run over $60 per pound, but the narrative and sentiment surround nuclear energy also continues to improve. Host Trevor Hall and Justin Huhn discuss the moves in price along with some of the micro news out of the sector over the past couple weeks, including news out of the Sprott Physical Uranium Trust. The two then welcom in Adam Rozencwajg of Goehring & Rozencwajg to diccuss their thesis behind investing in the uranium market. The group published a quareter newsletter a couple week ago which broke down the thesis, arguing that the uranium bear market is over and we are now in the very early innings of the next bull market.

News Fednow, the Federal Resrves new payment system for instant payments, has finally launched (https://www.frbservices.org/news/press-releases/072023-fednow-live-announcement) with '35 early-adopting banks and credit unions, as well as the U.S. Department of the Treasury's Bureau of the Fiscal Service' The US House of Representatives Fianncial Services Comittee, a House subgroup focusing on financial law, submitted a bipartisan crypto market bill (https://www.theblock.co/post/241508/democrats-oppose-crypto-market-overhaul-but-stablecoin-deal-possible) to the Aggriculture Comitte (which oddly is above it) This bill would then be submitted to the house, likely would not pass Contains the language for ICOs to become sufficiently decentralized and graduate into commodities Economics Commodity traders Goehring and Rozencwajg the patterns of commodity bull runs (https://blog.gorozen.com/blog/the-us-reserve-currency-and-commodities) and the relation to shifts in global monetary standards Jesse Myers, aka CroessusBTC, observes the shifting Overton window of bitcoin (https://www.onceinaspecies.com/p/bitcoin-overton-window-lurches-forward) and how very little interest it needs to get really bullish Dedollarization slowly proceeds with Argentina using Chinese RMB to pay off IMF debt (https://www.ntd.com/imf-hints-allowing-countries-to-use-chinese-yuan-for-debt-repayment_931020.html) Privacy The Director of Investigations at Chainalysis, a blockchain surveillance and ant-privacy firm, unaware of scientific basis (https://archive.ph/MYkId) of their surveillance product The actual recorded testimony clarifies that Chainalysis does not validate (https://archive.ph/pGdx7) their results (why would they? Just trust us) The FBI arrested the admin of a Mastadon server on charges unrelated to the server, but seized all his electronic devices (common clause in arrest warrants) wich included a backup of all server data (https://www.eff.org/deeplinks/2023/07/fbi-seizure-mastodon-server-wakeup-call-fediverse-users-and-hosts-protect-their?ref=nobsbitcoin.com) Just getting off twitter doesn't solve the problem of privacy online Energy and Bitcoin Yet another bitcoin argument for mining logically reaching zero emissions (https://www.coindesk.com/consensus-magazine/2023/07/24/the-single-most-important-truth-about-bitcoin-mining-energy-and-the-environment/?utm_source=breakdown.beehiiv.com&utm_medium=newsletter&utm_campaign=worldcoin-controversy-reactions) But what's the real energy disconnect between Greenpeace/COP21 and bitcoin energy maximalists? Doomberg thinks that the core fallacy is the economic theory of degrowth (https://www.vox.com/future-perfect/22408556/save-planet-shrink-economy-degrowth) that associates growth and environmental destruction. Listen to Doomberg, Rozencwag, and Anas Alhaji on energy investing and shfiting ESG narratives (https://youtu.be/nDYtMvf0aKI?t=1551) Bitcoin Education Bitcoin Optech #261 covers lightning protocol discussions (https://bitcoinops.org/en/newsletters/2023/07/26/?ref=nobsbitcoin.com) on the bitcoin dev mailing list, as well as an interesting stack overflow where Peter Wuille explains why a bitcoin seed should probably have more than 128 bits of entropy (https://bitcoin.stackexchange.com/a/118928), but individual addresses don't Feedback Remember to get in touch bitcoindadpod@protonmail.com or @bitcoindadpod (https://mobile.twitter.com/bitcoindadpod) on twitter Consider joining the matrix channel (https://matrix.to/#/#bitcoin:jupiterbroadcasting.com) using a matrix client like element (https://element.io/get-started), details here (https://www.jupiterbroadcasting.com/community/matrix/) Thank you Boosters If you get some value from this show, please consider sending a boost. Hearing from you means a lot to us! Send a Boost via the Podcast Index web page. No Podcast app upgrade required. Install Alby (https://getalby.com/) Find the Bitcoin Dad Pod on the Podcast Index (https://podcastindex.org/podcast/5049889) Boost right from the page! Send a re-ocurring or one-off lightning boost to the show with no message at bdadpod@getalby.com or directly to Chris at chrislas@getalby.com Value for Value Podcasting 2.0 to support an indepenent podcasting ecosystem (https://podcastindex.org/) Recomended Podcasting2.0 apps: Fountain (https://www.fountain.fm/) podcast app (Android) Podverse (https://podverse.fm/) (Cross platform and self hostable) + Alby (https://getalby.com/) for boosts Castamatic (https://apps.apple.com/us/app/castamatic-podcast-player/id966632553) (Apple) Sponsors and Acknowledgements Music by Lesfm from Pixabay Self Hosted Show (https://selfhosted.show/) courtesy of Jupiter Broadcasting (https://www.jupiterbroadcasting.com/)

Join Stephen Drew in the next episode of Architecture Social as he talks to Nathalie Rozencwajg, founder of NAME Architecture, to discuss the impact of artificial intelligence on architecture and the architecture profession. With AI transforming the industry and changing how architects work, Nathalie shares her insights on how architects can leverage AI to improve their design process, optimize building performance and create new opportunities for innovation. She also gives us an inside look at some of the exciting projects NAME Architecture is currently working on, and how they're incorporating AI into their work. Tune in to this episode to explore the intersection of technology and architecture and learn how AI is shaping the future of the industry.Luckily, to explore this topic, I will be joined by James Lee Burgess who is a Founding Director of UrbanXR and a specialist in the design and delivery of world-scale Augmented Reality experiences.

In this episode, we're joined by Theodore Rozencwajg, co-founder and CEO at D2X. Theodore brings a mathematics and financial analysis background from London Business School and experience as an equity derivative sales and trader in London and Amsterdam. He co-founded D2X, a regulated company enabling institutions to trade crypto derivatives. Our discussion dives into mathematics and volatility trading, defining dispersion trading and the link between implied volatility and price. We also explore the creation of D2X and the demands of building a regulated trading platform for futures, options, and other derivatives. Reviewing the crypto trading landscape for financial institutions, we spotlight D2X's role in establishing a European alternative to the CME built on regulation, risk management, and technology.

If you're curious about the state of natural resources in today's market, this episode is for you. Our guest Adam Rozencwajg shares his insights on a wide range of topics when it comes to the global commodity markets. Discover why oil is struggling to surpass $80 despite the OIL Put, OPEC's surprise production cuts, and China's reopening. We also explore why US and European Nat Gas prices have yet to converge, and the outlook for Gold as it sits close to all-time highs. Finally, we discuss the future of base metals and what we can expect in the coming months. Don't miss out on this engaging episode!-----EXCEPTIONAL RESOURCE: Find Out How to Build a Safer & Better Performing Portfolio using this FREE NEW Portfolio Builder Tool-----ATTENTION TTU TRIBE : SIGN-UP for Rick Rule's Symposium: Once in a life-time natural resource insights from the BEST investors in the world via a first-class livestream or Live event!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 “The Many Flavors of Trend Following” 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: 02:37 - What has happened since our previous conversation?06:03 - Making sense of the oil market10:44 - Signs of a put on the oil market16:38 - The situation with natural gas25:13 - Has the gas situation been improved?32:42 - Nuclear energy - is it a viable solution?46:51 - The outlook for gold52:51 - The mechanisms of the capital cycles01:00:45 - The state of metals01:04:18...

We put together a stellar lineup for Grizzle Commodity Conference 1x1! We go one-on-one with the top commodity portfolio managers, strategists and management teams in the industry. We're talking about the most important commodities this cycle: natural gas, oil, copper, gold, silver, uranium, lithium and vanadium. Grizzle Commodity 1x1 is Brought to you in partnership with Doomberg, Sprott, Goehring & Rozencwajg, Hilltower Resource Advisors, Largo, Canada Nickel, Dolly Varden Silver, Amerigo, Anfield Energy, Grild Metals, Cerrado Gold and Summa Silver. Additional presenting companies include: California Resources, Crescent Point, White Gold, EnviroGold, First Phosphate and Stria Lithium. 00:00:00 Intro 00:02:21 Doomberg 00:28:57 Largo 00:42:44 Canada Nickel 00:57:47 Dolly Varden 01:13:51 Grid Metals 01:30:04 Sprott 01:57:06 Anfield 02:09:58 Cerrado Gold 02:24:08 Amerigo 02:37:33 Goehring & Rozencwajg 03:00:49 California Resources 03:15:39 Crescent Point 03:28:26 White Gold 03:43:18 EnviroGold 03:55:15 Summa Silver 04:11:34 First Phosphate 04:24:18 Stria Lithium 04:33:00 Hilltower Resource Advisors

MacroVoices Erik Townsend and Patrick Ceresna welcome Goehring & Rozencwajg co-founder Adam Rozencwajg to the show to discuss energy, gold, copper and much more. https://bit.ly/3ZO72Kf   Download Big Picture Trading chartbook

 Decarbonization is crucial to tackling climate change. Yet, human history has been a story of increasing energy consumption and hydrocarbons unleashed global development. Today, hope and investment is pinned on a suite of alternatives, especially wind and solar. The economics work. However, do the energetics? Our guest has spent a decade looking at the energy return on investment (EROI) and his work and insight presents a stark contrast and challenge to our current direction. Adam Rozencwajg is Managing Partner at Goehring & Rozencwajg, a commodities and natural resources fund with over 30 years of track record and holds a global following for their research (available here http://gorozen.com/) 

Today we deep dive fracking and shale, the energy source that put Peak Oil concerns on the back burner for a decade and a half. According to recent analysis by Goehring and Rozencwajg Shale field production is showing signs of sliding down the backside of Hubbert's curve. What are the geopolitical and economic ramifications? Are there more shale booms on the horizon overseas? What are the implications for nuclear which has been sidelined in deregulated markets by cheap abundant gas? Leigh Goehring joins me for a detailed discussion. For a deeper dive check out Goehring and Rozencwajg latest quarterly analysis. http://info.gorozen.com/2022-q4-commentary-peak-oil

Contrarian-minded commodities expert Adam Rozencwajg, co-manager of the Goehring and Rozencwajg Resources fund says the energy market 'has a really unique setup' where prices have risen but money and investment has not flowed to the business, which is likely to extend the positive edge and duration of the current energy cycle. Rozencwajg says tight energy supplies will continue, having bullish implications for the whole sector until investors start pushing money into the sector. Also on the show, Jenna Lemair of Insuranks.com discusses the petflation and the site's survey on how animals and pet owners have not been immune from rising prices for food and medical care, Chuck answers a listener's question about tax-loss harvesting in the new year, and Sandy Villere, co-manager of the Villere Balanced and Villere Equity funds, talks stocks in the Market Call.

Adam Rozencwajg is a managing partner at Goehring & Rozencwajg, a New York City-based investment firm that focuses on natural resources. In this episode, he explains why the “undercapitalized and underloved” oil and gas sector is going to continue seeing big profits, why rising interest rates and higher commodity prices are slamming the renewable sector, why EROEI -- energy return on energy invested -- is key to understanding our energy and power systems, and why, in his words, “nuclear power really gives me hope.” 

Jan 11, 2023 – Oil prices are seeing a rally as China continues to reopen and fears slightly abate over a hard landing recession in the US and the wider globe. FS Insider speaks with energy expert Adam Rozencwajg about the short- and long-term outlook...

Managing Partner at Goehring & Rozencwajg and energy investor Adam Rozencwajg explains why he sees an increase in black swan events, such as the destruction of the Nord Stream pipeline, up ahead as the energy market gets tighter due to misguided ESG policies and political virtue signaling. Sign up for our free weekly newsletter at https://www.JayMartin.club

Today, we have the pleasure of having Adam Rozencwajg back for another conversation on the global energy crisis, this time primarily focusing on the demand side of the crisis. We discuss oil reserves, OPEC and how disruptions in supplies impact the energy sector, why we are seeing a spike in demand for oil and how investors are changing their trading behaviour to adapt to the crisis, the impact of the rise of the emerging market middle class and the challenges of structural inflation. We also address how the war between Russia and Ukraine affects the energy crisis and how some conspiracy theorists believe that all this conflict is tied together, how the energy crisis affects the American Mid-Term Election and much more. ---- ---- Follow Niels on https://twitter.com/toptraderslive (Twitter), https://www.linkedin.com/in/nielskaastruplarsen (LinkedIn), https://www.youtube.com/user/toptraderslive (YouTube) or via the https://www.toptradersunplugged.com/ (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 https://www.toptradersunplugged.com/Ultimate (here). And you can get a free copy of my latest book “The Many Flavors of Trend Following” https://www.toptradersunplugged.com/flavor (here). Learn more about the Trend Barometer https://www.toptradersunplugged.com/resources/market-trends/ (here). Send your questions to info@toptradersunplugged.com And please share this episode with a like-minded friend and leave an honest Rating & Review on https://www.toptradersunplugged.com/reviewttu (iTunes) or https://open.spotify.com/show/2OnOvLbIV3AttbFLxuoaBW (Spotify) so more people can discover the podcast. Follow Cem on https://twitter.com/jam_croissant (Twitter). Follow Adam on https://twitter.com/go_rozen?lang=da (Twitter). Episode TimeStamps: 00:00 - Intro 02:06 - The highlights of the previous conversation on energy supply 13:02 - Adam's perspective on the demand side 21:57 - Blame it on the inflation? 29:11 - The opportunities of a divided world 36:50 - Has demand actually decreased?  42:40 - What can go wrong in regards to the election? 51:00 - Thanks for listening  Copyright © 2022 – 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. https://www.toptradersunplugged.com/resources/ebooks/ (Click Here) 2. 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! https://www.toptradersunplugged.com/resources/market-trends/ (Click Here) 3. Other Resources that can help you And 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. https://www.toptradersunplugged.com/resources/ (Click Here) https://www.toptradersunplugged.com/legal/privacy-policy/ (Privacy Policy) https://www.toptradersunplugged.com/disclaimer/ (Disclaimer)

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. ---- ---- Follow Niels on https://twitter.com/toptraderslive (Twitter), https://www.linkedin.com/in/nielskaastruplarsen (LinkedIn), https://www.youtube.com/user/toptraderslive (YouTube) or via the https://www.toptradersunplugged.com/ (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 https://www.toptradersunplugged.com/Ultimate (here). And you can get a free copy of my latest book “The Many Flavors of Trend Following” https://www.toptradersunplugged.com/flavor (here). Learn more about the Trend Barometer https://www.toptradersunplugged.com/resources/market-trends/ (here). Send your questions to info@toptradersunplugged.com And please share this episode with a like-minded friend and leave an honest Rating & Review on https://www.toptradersunplugged.com/reviewttu (iTunes) or https://open.spotify.com/show/2OnOvLbIV3AttbFLxuoaBW (Spotify) so more people can discover the podcast. Follow Cem on https://twitter.com/jam_croissant (Twitter). Follow Adam on https://twitter.com/AdamRozencwajg/ (Twitter). Episode TimeStamps: 00:00 - Intro 02:01 - Heading into the winter 10:42 - Flood the market with oil...a good idea? 14:50 - Understanding the supply side 29:30 - Venezuela - A hot spot? 33:21 - Is the SPR in trouble? 40:12 - The role of the different energy commodities 42:51 - Why convergence and how to take advantage of it 51:56 - The end of energy abundance 59:57 - Is nuclear the future? 01:05:18 - Thanks for listening  Copyright © 2022 – 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. https://www.toptradersunplugged.com/resources/ebooks/ (Click Here) 2. 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! https://www.toptradersunplugged.com/resources/market-trends/ (Click Here) 3. Other Resources that can help you And 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. https://www.toptradersunplugged.com/resources/ (Click Here) https://www.toptradersunplugged.com/legal/privacy-policy/ (Privacy Policy) https://www.toptradersunplugged.com/disclaimer/ (Disclaimer)

The Leaders Who Care: Episode #86 with Yael Rozencwajg In this episode, Marian M.P. Temelkov, Global CEO of Dynamis Group, welcomes to the podcast, Yael Rozencwajg- Founder & CEO of The Road to Sustainability, and Nevelab Technologies, a purpose-driven platform for large enterprises building the next generation in sustainability and efficiency solutions which completely re-thinks the decision making cycles with breakthrough technologies! She is a 20+ years serial entrepreneur in tech, working with corps, a startup advisor, as well as a fellow podcaster!

Theo Rozencwajg (CEO/Co-Founder at D2X) joins The TIE's Fundamental Value podcast to discuss building a crypto derivatives exchange in Europe, regulation, and institutional adoption.The information contained in this podcast is for informational purposes only and is not investment advice. The views and opinions expressed in this episode are those of the speakers and do not necessarily reflect the views or positions of The TIE Inc. You are fully responsible for any decisions you make; the TIE Inc. is not liable for any loss or damage caused by reliance on information provided. For investment advice, consult with a registered investment advisor. Theo Rozencwajg LinkedIn: https://www.linkedin.com/in/theorozen/?originalSubdomain=nlD2X Website: https://www.d2x.com/Joshua Frank Twitter: https://twitter.com/Joshua_Frank_   Joshua Frank LinkedIn: https://www.linkedin.com/in/joshua-frank-56950950/The TIE Twitter: https://twitter.com/TheTIEIO​​​​​​The TIE Website: https://thetie.io/​​​​The TIE's SigDev Terminal is trusted by more than one hundred leading hedge funds, VC's, OTC desks, and institutional market participants. https://www.thetie.io/crypto-sigdev-terminal/

Yael Rozencwajg is the Founder and CEO of The Road to Sustainability, and Nevelab Technologies, a purpose-driven platform for large enterprises. She is 20+ years serial entrepreneur in tech, working with corps, startup advisor. And last but not least, she is running a podcast.

MacroVoices Erik Townsend and Patrick Ceresna welcome Adam Rozencwajg to the show to discuss how the world has entered the early stages of a global energy crisis that will take many years to resolve, and he brings some absolutely fascinating insights about U.S. natural gas prices and much more. https://bit.ly/3S8nClc   Download Goehring & Rozencwajg Market Commentary Q1 2022: https://bit.ly/3S9seYA   Download Big Picture Trading chartbook

Jun 8 – Adam Rozencwajg, managing partner at Goehring and Rozencwajg, discusses his latest report warning investors to get prepared for a large spike in energy, food, and electricity costs in the... Subscribe to our premium weekday podcasts: https://www.financialsense.com/subscribe

Adam Rozencwajg, Managing Partner at Goehring & Rozencwajg, joins us in today's episode to discuss ESG policies, the emerging energy crisis, and the new battle between the Climate-Green and the Nature-Green. We also dive into how the energy sector has evolved over time and the dark sides of renewable energy, why Moore's Law does not apply to wind and solar energy, how cheap energy leads to distortion and malinvestment of energy, how the argument of human extinction skews the energy debate, nuclear energy and how it might be a solution to the climate crisis, how de-globalization has made the energy sector more vulnerable and much more. ---- ---- Follow Niels on https://twitter.com/toptraderslive (Twitter), https://www.linkedin.com/in/nielskaastruplarsen (LinkedIn), https://www.youtube.com/user/toptraderslive (YouTube) or via the https://www.toptradersunplugged.com/ (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 https://www.toptradersunplugged.com/Ultimate (here). And you can get a free copy of my latest book “The Many Flavors of Trend Following” https://www.toptradersunplugged.com/flavor (here). Learn more about the Trend Barometer https://www.toptradersunplugged.com/resources/market-trends/ (here). Send your questions to info@toptradersunplugged.com And please share this episode with a like-minded friend and leave an honest Rating & Review on https://www.toptradersunplugged.com/reviewttu (iTunes) or https://open.spotify.com/show/2OnOvLbIV3AttbFLxuoaBW (Spotify) so more people can discover the podcast. Follow Cem on https://twitter.com/jam_croissant (Twitter). Follow Adam on https://www.linkedin.com/in/adam-rozencwajg-770614 (LinkedIn). Episode TimeStamps: 00:00 - Intro 05:12 - Adam's background & the history of Energy 13:58 - The Dark side of Renewable energy 29:11 - Moore's Law 36:54 - Malinvestment and creative destruction 44:33 - The renewable energy debate 52:34 - Nuclear energy 01:04:54 - De-globalization and its consequences 01:09:42 - Link between energy prices and GDP 01:13:00 - Rounding off https://www.youtube.com/watch?v=Jz75yScqPpQ&t=6s&ab_channel=Goehring%26Rozencwajg (Link: History of Energy G&R Video) Copyright © 2022 – 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. https://www.toptradersunplugged.com/resources/ebooks/ (Click Here) 2. 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! https://www.toptradersunplugged.com/resources/market-trends/ (Click Here) 3. Other Resources that can help you And 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. https://www.toptradersunplugged.com/resources/ (Click Here) https://www.toptradersunplugged.com/legal/privacy-policy/ (Privacy Policy) https://www.toptradersunplugged.com/disclaimer/ (Disclaimer)

Adam ist Rohstoffexperte und hat bei Lehman Brothers gearbeitet. Heute sprechen wir über Rohstoffe, Öl, E-Mobilität und Wasserstoff, aber auch über die grüne Energie als Investment sowie Kupfer, Edelmetalle und Inflation. Also ein fulminanter Rundumschlag - viel Spaß! Originalvideo: Klick

Commodities investor Leigh Goehring breaks down the supply AND demand origins of our current energy crisis and its dire consequences, especially for our food system. We also explore the Energy Return on Energy Invested (EROEI) frame for understanding how an energy transition based on wind, solar and batteries will constrain human potential, societal complexity and ultimately our ability to mitigate and adapt to climate change. This interview is based on this Goehring and Rozencwajg report. https://f.hubspotusercontent40.net/hubfs/4043042/Content%20Offers/2021.Q4%20Commentary/2021.Q4%20GR%20Market%20Commentary.pdf

Mar 9 – Massive price spikes are occurring in a number of critical commodities after Russia's invasion of Ukraine just weeks ago. Adam Rozencwajg, managing partner at Goehring and Rozencwajg, gives... Subscribe to our premium weekday podcasts: https://www.financialsense.com/subscribe

Goehring & Rozencwajg, 4th Quarter 2021 Letter by Leigh R. Goehring and Adam Rozenewajg Companies discussed: $CCJ $LNG $GDX $XOP $LUKOY $IEA The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community. Follow @sebidscap and @CapitalLit on Twitter and become part of our community. Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.

Goehring & Rozencwajg Market Commentary, 3rd Quarter 2021. "The energy crisis unfolding across Europe, Asia, and South America caught almost everybody by surprise – but not our readers, we hope." Companies discussed: $WTI $IEA $NGL $GLD The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community. Follow @sebidscap and @CapitalLit on Twitter and become part of our community. Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.

Dec 21 – Adam Rozencwajg joins FS Insider to discuss the unfolding energy crisis underway in Europe and elsewhere as natural gas prices continue to skyrocket to new record highs. Adam says this is... Subscribe to our premium weekday podcasts: https://www.financialsense.com/subscribe

Adam Rozencwajg has 15 years of investment experience. Between 2007 and 2015, Rozencwajg worked exclusively on the Global Natural Resources Fund at Chilton Investment Company with Leigh Goehring. Prior to joining Chilton Investment Company, Rozencwajg worked in the Investment Banking department at Lehman Brothers between 2006 and 2007. He holds a Bachelor of Arts degree with a major in Economics/Philosophy from Columbia University. In this episode, Adam talks about what has transpired in the oil and gas industry during the span of the COVID-19 pandemic. He will share how the industry has been affected and what the future looks like for the market moving forward. Adam also talks about how different parts of the world are promoting and moving to decarbonization and renewable energy. He also shares his thoughts on the best investment ideas today. Listen in! [00:01 – 03:29] Opening Segment Welcoming Adam to the show Adam shares his background [03:30 – 17:11] The Current State of the Oil and Gas Market Adam's thoughts on the oil market The effect of the COVID-19 pandemic on the oil industry How leading organizations responded to the crisis What makes an oil company investable today [17:12 – 31:20] Decarbonization and Renewable Energy The positive effects of decarbonization A look at renewable energy The impact of electric vehicles on decarbonization How the rest of the world is promoting decarbonization Are we entering into a commodity supercycle? [32:21 – 42:01] The Best Investment Ideas Right Now Oil and gas-related equities Uranium, copper, and agricultural securities Adam on investing in gold What Adam is bearish on His thoughts on cryptocurrency Closing words Tweetable Quotes “I think as people begin to think about the world as potentially supply-constrained in oil, those companies that have their high-quality assets will be interesting.” - Adam Rozencwajg “Things don't typically go from radically undervalued to average. They tend to go from radically undervalued to radically overvalued. So I think that oil and gas represent still, even after this run, the most dramatic opportunity we've seen probably in our investment lifetime.” - Adam Rozencwajg ------------------------------------------------------------------------------------------ Connect with Adam: Website: gorozen.com LinkedIn: https://www.linkedin.com/in/adam-rozencwajg-770614/ (https://www.linkedin.com/in/adam-rozencwajg-770614/) Connect with me: https://www.linkedin.com/in/brian-c-adams/ (LinkedIn) LIKE, SUBSCRIBE, AND LEAVE US  A REVIEW on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in and Stay Tuned for the Next Episode COMING SOON!

Sep 23 – Adam Rozencwajg, the well-known commodity strategist at Goehring and Rozencwajg, gives an update on the commodity space now that we've seen a strong post-Covid rally. Adam explains how much... Subscribe to our premium weekday podcasts: https://www.financialsense.com/subscribe

Goehring & Rozencwajg, 2nd Quarter 2021. Letter by Leigh R. Goehring & Adam A. Rozencwajg The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community. Follow @sebidscap and @CapitalLit on Twitter and become part of our community. Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.

Robert Frick, corporate economist at Navy Federal Credit Union, says that nervous investors are worried about numbers that are much more solid than they appear in headlines. Frick notes that retail sales, for example, could come down 5 percent from current levels and they'd still be booming. He sees strong economic growth even as the headline numbers start to reflect the movement from recovery mode to pre-pandemic normals. Also on the show, Adam Rozencwagj of Goehring and Rozencwajg  says that a decade-long bear market in commodities has ended and that there are strong signs for a bull market ahead, helped along by the localized supply shortages arising from the pandemic. And Jeffrey Hirsch, editor-in-chief of Stock Traders' Almanac, says that the stock market is likely to see heightened volatility but mostly sideways movement through the fall. 

Goehring & Rozencwajg, 1st Quarter 2021. Letter by Leigh R. Goehring and Adam A. Rozencwajg. The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the Investment Community. Follow @sebidscap and @CapitalLit on Twitter and become part of our community. Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.

May 12 – FS Insider welcomes Adam Rozencwajg, managing partner at Goehring and Rozencwajg, to discuss both the demand and supply story for higher copper prices in the years ahead. Adam also provides... Subscribe to our premium weekday podcasts: https://www.financialsense.com/subscribe

Fund manager Adam Rozencwajg appeared on the show six months ago and accurately predicted that oil would outperform gold. Adam continues to see oil as undervalued relative to gold and has not moved out of oil equities towards a full weighting in gold stocks yet. In addition to oil and gold, Adam discusses uranium, the green energy bubble, hydrogen fuel cells and soft commodities in this interview. The Goehring & Rozencwajg Resource Fund was founded by Leigh Goehring, one of the leading authorities in global commodity investing, and long-time partner Adam Rozencwajg. Mr. Goehring and Mr. Rozencwajg originally collaborated at Chilton Investment Company, where they managed upwards of $5 billion in assets within Chilton’s global natural resources strategy. Prior to Chilton, Mr. Goehring served as the manager of the Prudential Jennison family of natural resources funds, managing over $3 billion at their peak. Mr. Rozencwajg previously worked in the Investment Banking department at Lehman Brothers. 0:00 Introduction 0:49 Oil-Gold ratio and what it currently means 6:08 Gold market commentary 11:05 Oil price to signal get into gold? 14:52 Green energy bubble? 20:38 Uranium 24:32 Hydrogen Fuel cells 28:56 Soft commodities you are bullish on? Adam’s fund: http://gorozen.com/ Sponsor info: http://www.aurcana.com/ Sign up for our free email list and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 The content found on MiningStockEducation.com is for informational purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. It is based on opinions, SEC filings, current events, press releases and interviews but is not infallible. It may contain errors and MiningStockEducation.com offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on MiningStockEducation.com or our videos. We may hold equity positions in and/or be compensated by some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. MiningStockEducation.com may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on MiningStockEducation.com is to be used at your own risk. By reading MiningStockEducation.com, you agree to hold MiningStockEducation.com, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred.

A bit of a riff on REM's song title "It Is The End Of The World As We Know It." Lot's of talk in the media recently about the end of fossil fuels and energy transitions. How realistic is this? How long will it take? Wht are oil prices rising and will they continue? We get into this week. Ninepoint Partners Report https://www.ninepoint.com/commentary/...​ Goehring & Rozencwajg http://gorozen.com/research/commentaries

Global oil supply far exceeds demand right now as the coronavirus pandemic keeps travel restrictions in place and commuters working from home. Commodities analysts Leigh Goehring and Adam Rozencwajg, managing partners of Goehring and Rozencwajg, argue that the pandemic and current oil market conditions will be a catalyst for a coming global energy crisis. They think we're not far from a global oil shortage because of the lack of investment happening today and the rapid depletion of the best US shale resources. While some analysts expect shale production to keep global oil markets in a perpetual surplus, Goehring and Rozencwajg argue that the age of shale has largely passed. They project US oil production to fall by as much as 2 million b/d in the second half of 2020 and by as much as 1.5 million b/d in 2021. They see global demand rebounding steadily, which will lead to a spike in prices and an eventual drilling boom five years or so down the road.

00'00" : Introduction 01'40" : L'ECMO en Anesthésie-Réanimation 19'10" : SCi-Hub, piratage ou héraut du monde libre ? 27'35" : "Je crois que JC. De La Villardière vient d'arriver aux urgences à cheval" Dans ce 2e numéro de La 25e Heure de Garde le Dr Sacha Rozencwajg, Anesthésiste-Réanimateur actuellement en thèse de science en Australie, nous parle de la place de l'ECMO, ses indications, le pronostic des patients et les perspectives sur le sujet.

Today's episode with Dr. Joe Rozencwaig talks about how & why he went from a cardiac thoracic surgeon to becoming a homeopath. You will learn why he became frustrated with medicine & how he had to learn & study so many methods before he found enough tools to really help the level of sickness that we homeopaths see today! He speaks of how much sicker patients are coming & why he needs to approach homeopathy with a bit of a different system than is used among most homeopaths. He uses a method called O.D.D. or Organotherapy, Drainage & Detox along with many other techniques & modalities. I believe this episode has something for everyone. If you are a non homeopathic practitioner you may feel some things are over your head & at times it will be like you are eavesdropping on a conversation between 2 homeopaths sharing their experiences. But I believe you will enjoy & appreciate how a homeopath's job has become so difficult with the level of sickness patients are coming to them today. If you are a homeopath then you will enjoy the depth of conversation we have discussing how he integrates ODD into his case work & how he approaches cases. Dr. Joe is a real gem, a character and almost a rebel in our world of homeopathy! One thing for sure he really wants to help people & is an amazing doctor because of that & all his hard work to lean all he has had to in order to be so successful. Enjoy! Remember you heal with homeopathy, detoxing and a diet powered by plants! Peace! Be healthy Be free Live LIFE! vidalSPEAKS.com Please REVIEW & SUBSCRIBE in iTunes LINKS FOR REVIEW PAGE &TO SUBSCRIBE IN ITUNES http://tinyurl.com/http-vidalspeaks-itunereview (Once you click on above link then click on View in iTunes & then click on Review tab or Subscribe). LINKS FOR REVIEW & TO SUBSCRIBE TO STITCHER http://tinyurl.com/http-vidalspeaks-stitcher (Once you click on above link click on + sign to subscribe and click on 5 stars to write a review).