t Goehring & Rozencwajg, we take a contrarian, research-driven approach to natural resources investing. In a recent conversation on Money Life with Chuck Jaffe, Adam Rozencwajg, Managing Partner at G&R, explained why we believe the rally in gold is far from over.

Gold remains in what he calls an “aggressive accumulation phase.” Until it reaches at least its long-term average relative to the market, there’s still significant upside potential — with the possibility for prices to double from here to around $8,000 an ounce.

Adam also discussed oil, which — despite being “the most hated asset class in the world” — may be one of the most compelling opportunities for long-term investors today.

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