Thank You.
Thank you for your interest in our latest market commentary, On Commodities, Carry Regimes and Changes to Global Monetary Systems, from commodity and natural resource investors at Goehring & Rozencwajg.
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View the Replay! 2024 Investor Day Conference - "Geopolitics, War and Commodities"
Two years ago, we told you to prepare for the Coming Decade of Shortages. Today, as investors remain complacent, we are seeing troubling signs that storm clouds are gathering, leaving the risk of conflict higher than it has been in generations. On October 21, 2024, industry leaders gathered to discuss the ramifications to the natural resource industry. To watch this fascinating event, you can register for the replay here: https://conference.gorozen.com/replay
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