RECORDED MAY 25th, 2021

Natural Resources: Uninvestable Assets or Unprecedented Opportunity?

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In this video conference call, Managing Partners Leigh Goehring and Adam Rozencwajg (G&R) along with Stacy Havener, CEO and Founder of Havener Capital Partners came together to discuss the outlook for different natural resources including oil and copper as well as other factors affecting investors such as inflation.

During the call, G&R also touched base on these topics:

  • The firm’s AUM growth and performance update
  • Why the rally in oil prices is just getting started
  • The fundamental backdrop behind rising copper prices
  • Whether inflation is here to stay
  • Emerging markets’ demand for uranium
  • The impact of ESG investing on commodity prices

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