Share
The Knowledge at Wharton Network Acast feed serves as a curated showcase highlighting the best content from our podcast collection. Each week, we feature one standout episode from each show in the Wharton Podcast Network, giving listeners a comprehensive sample of our diverse business and academic content. This rotating selection allows audiences to discover new shows within our network while experiencing the depth and variety of Wharton's thought leadership across different topics and forma ...
…
continue reading
Manage episode 493320411 series 2819692
Content provided by Goldrock Capital. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Goldrock Capital or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
Commodities at a Turning Point: Cycles, Scarcity & the Case for Natural Resources
In this episode of the Definitely Uncertain podcast, Goldrock Partner David Ram sits down with Adam Rozencwajg, Partner at Goehring & Rozencwajg, an investment firm focused on the natural resources sector.
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.
🎧 Tune in to learn:
Why commodities may be historically undervalued
What ESG, regulation, and capital constraints mean for future supply
Where the most asymmetric opportunities lie in energy and metals
Why this moment may echo 1972 or 2000 for contrarian investors
Subscribe to Definitely Uncertain for thoughtful, long-term investment conversations from Goldrock, a global multi-family office.
137 episodes
))
