GM42: What's Coming for Oil, Gas, Gold & Metals ft. Adam Rozencwajg

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-----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 [email protected] 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 - A metal crisis?01:06:24 - Centralised commodities and rare earths01:09:53 - Investing in rare earths01:12:52 - Considerations for owning gold01:16:58 - Thanks for