Commodities are poised for a significant rise due to macroeconomic shifts, potential monetary regime changes, and the depletion paradox is now patrolling the US shale oil patch.
In this insightful and wide-ranging interview, Adam Rozencwajg joins host Chris Martenson on the Peak Prosperity Podcast. The discussion explores why commodities are poised for a significant rise, touching on macroeconomic shifts such as Trump’s and Bessent’s economic realignments, tariffs, and the so-called Mar-a-Lago Accord
At G&R, our investment process begins with a comprehensive macro thesis, which then drives bottom-up research into specific assets and sectors. Today, that thesis points to a fundamental turn in the market cycle: a shift away from financialized, paper-based assets and back toward the real and tangible—commodities, resources, and productive capital.
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