Oil To Outperform Gold over The Next Six Months with Fund Manager Adam Rozencwajg

Fund manager Adam Rozencwajg is bullish on gold but even more bullish on oil. Over the next six months Adam foresees oil likely outperforming gold. Thus about 50% of his fund is positioned in oil and gas related investments. About 14% of Adam’s fund consists of gold investments but he expects to increase this percentage up to a full allocation of about 25% eventually. Adam is also bullish on uranium as 15% of his fund is deployed into this sector. In this interview, you’ll learn about how the Goehring & Rozencwajg Resource Fund approaches resource investing and where they are finding the greatest value. The G&R 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. 00:00 Introduction 1:38 G&R Resource Fund’s approach 6:13 Oil is our most contrarian investment now 7:47 Far left political movements threaten your oil & gas investments? 9:37 EV bottleneck comes down to batteries 14:32 Lithium Ion batteries 16:08 Tesla’s impact on mining industry 20:18 What the oil to gold ratio is indicating 25:47 How would a recession impact your bullish view on oil? 31:04 Investing in gold miners 35:16 Info on Adam’s fund and services Adam’s fund: http://gorozen.com/ Sponsor info: https://trilogymetals.com/ Ticker: TMQ 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.