On the Cusp of a New Commodity Cycle
(recorded July 16, 2020)
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In this video, Leigh Goehring, Managing Partner at Goehring & Rozencwajg, discusses how the combination of radically undervalued assets and inflationary monetary policies (among other catalysts) is setting the stage for a new bull market in natural resource stocks.
He also shares perspectives about:
- Why contrarian investors need to be interested in commodities today
- How monetary policy regime changes affect natural resource prices
- Why natural resources investments are the best holding during inflation
- How oil markets are on the verge of the largest deficit in history
- Much more
PRESENTER:
