CALL REPLAY
RECORDED MARCH 9th, 2022
Natural Resources: Inflation, Capital Cycles and ESG Distortions
In this video conference call, Managing Partners Leigh Goehring and Adam Rozencwajg (G&R) came together to discuss the outlook for different natural resources including oil, natural gas, uranium and copper as well as other factors affecting investors such as the invasion of Ukraine and inflation.
During the call, G&R also touched base on these topics:
- The ongoing energy crisis globally
- How recent developments in the Ukraine are impacting resource markets
- Why ESG pressures will lead to a bigger and longer sustained rally
- Whether inflation is here to stay
- When high prices will start impacting demand