Energy Demand is Massively Misunderstood, Here's Why We're Bullish: Adam Rozencwajg
Feb 07, 2024•47 min•Ep. 147
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Episode description
Adam Rozencwajg is an expert on the energy space and in his view, the sector is a must-own for a multitude of reasons he outlines in this interview. Adam provides his in-depth investment thesis for oil, natural gas and uranium, along with explaining why so many investors misunderstand the delicate balance of supply and demand when it comes to energy.
Goehring and Rozencwajg: https://www.gorozen.com
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Commodity Culture on Youtube: https://youtube.com/c/CommodityCulture
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