100 Year Extreme: What a New Commodity Cycle Could Mean for Your Portfolio
(recorded August 2020)
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In this video, Adam Rozencwajg, Managing Partner at Goehring & Rozencwajg, discusses how we are on the verge of an explosive new commodity cycle and shines light on key similarities between today’s environment and past cycles.
He also shares perspectives about:
- Factors that tend to emerge during new commodity cycles
- Why commodities tend to swing from being undervalued to overvalued
- Similarities between historic inflection points
- The relationship between the monetary system and natural resource prices
- Much more
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