<p><strong>Commodities at a Turning Point: Cycles, Scarcity &amp; the Case for Natural Resources</strong><br>In this episode of the <em>Definitely Uncertain</em> podcast, Goldrock Partner David Ram sits down with Adam Rozencwajg, Partner at Goehring &amp; Rozencwajg, an investment firm focused on the natural resources sector.</p><p>They explore the long-overlooked case for commodities—including gold, uranium, platinum, and more—as the world faces structural underinvestment and shifting global capital flows. Adam unpacks why we may be entering a new multi-year bull market for commodities, and how investors should think about positioning for the decade ahead.</p><p>🎧 Tune in to learn:</p><ul><li><p>Why commodities may be historically undervalued</p></li><li><p>What ESG, regulation, and capital constraints mean for future supply</p></li><li><p>Where the most asymmetric opportunities lie in energy and metals</p></li><li><p>Why this moment may echo 1972 or 2000 for contrarian investors</p></li></ul><p>Subscribe to <em>Definitely Uncertain</em> for thoughtful, long-term investment conversations from Goldrock, a global multi-family office.</p><p></p>

Definitely Uncertain: The Private Wealth Podcast

Goldrock Capital

Commodities: Cycles, Scarcity & Natural Resources with Adam Rozencwajg - Ep 130

JUL 8, 202540 MIN
Definitely Uncertain: The Private Wealth Podcast

Commodities: Cycles, Scarcity & Natural Resources with Adam Rozencwajg - Ep 130

JUL 8, 202540 MIN

Description

<p><strong>Commodities at a Turning Point: Cycles, Scarcity &amp; the Case for Natural Resources</strong><br>In this episode of the <em>Definitely Uncertain</em> podcast, Goldrock Partner David Ram sits down with Adam Rozencwajg, Partner at Goehring &amp; Rozencwajg, an investment firm focused on the natural resources sector.</p><p>They explore the long-overlooked case for commodities—including gold, uranium, platinum, and more—as the world faces structural underinvestment and shifting global capital flows. Adam unpacks why we may be entering a new multi-year bull market for commodities, and how investors should think about positioning for the decade ahead.</p><p>🎧 Tune in to learn:</p><ul><li><p>Why commodities may be historically undervalued</p></li><li><p>What ESG, regulation, and capital constraints mean for future supply</p></li><li><p>Where the most asymmetric opportunities lie in energy and metals</p></li><li><p>Why this moment may echo 1972 or 2000 for contrarian investors</p></li></ul><p>Subscribe to <em>Definitely Uncertain</em> for thoughtful, long-term investment conversations from Goldrock, a global multi-family office.</p><p></p>