This episode we are joined by Mr. Adam Rozencwajg - co-founder & managing partner of Goehring & Rozencwajg - a natural resource investment firm with ~$2.5 billion under management.

Adam Rozencwajg is a Co-Founder and Managing Partner at Goehring & Rozencwajg (G&R), a premier global natural resource investment firm based in New York. With 17 years of investment management experience in the natural resource sector, Mr. Rozencwajg is recognized as a leading authority on commodities, renowned for his contrarian, deep-value investment philosophy and original research spanning decades of long-term market cycles.

His prescient investment themes and industry renowned and widely followed quarterly commentaries have cemented his status as one of the foremost experts in natural resources worldwide.

Mr. Rozencwajg’s expertise spans the entire commodity spectrum, including oil, natural gas, uranium, precious metals, base metals, and agriculture. His ability to uncover long-term commodity trends and identify undervalued opportunities poised for reversal has delivered exceptional results for investors. An innovator in applying technology to investment research, Mr. Rozencwajg has also successfully integrated proprietary neural network artificial intelligence models into G&R’s research process.

These enhanced models offer unparalleled predictive capabilities, providing deep insights into recoverable reserves for oil and natural gas deposits and further enhancing the firm's strategic edge. A sought-after speaker, Mr. Rozencwajg frequently presents at prestigious industry conferences globally and is regularly featured in leading financial publications, including The Wall Street Journal, Barron’s, and The Financial Times. His thought leadership continues to shape the natural resource investment landscape, influencing both institutional investors and industry operators.

Before co-founding G&R, Mr. Rozencwajg served as Vice President at Chilton Investment Company, where he partnered with Leigh Goehring to manage the Chilton Global Natural Resource Fund from 2007 to 2015. Under their leadership, the fund reached peak assets exceeding $5 billion, driven by their disciplined, research-intensive, and deep-value approach to investing.

Earlier in his career, Mr. Rozencwajg gained valuable experience in financial markets as part of the Investment Banking division at Lehman Brothers from 2006 to 2007.

Mr. Rozencwajg holds a Bachelor of Arts degree with a dual major in Economics and Philosophy from Columbia University and is a CFA Charterholder.

Among other things we learned about $70 Oil: Setting Up the Next Bull Market

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Adam Rozencwajg (Goehring & Rozencwajg) - $70 Oil: Setting Up the Next Bull Market

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Adam Rozencwajg (Goehring & Rozencwajg) - $70 Oil: Setting Up the Next Bull Market