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Podcast: Mining Stock Education
Episode: Oil Still Undervalued Relative to Gold with Fund Manager Adam Rozencwajg
Description: Fund manager Adam Rozencwajg appeared on the show six months ago and accurately predicted that oil would outperform gold. Adam continues to see oil as undervalued relative to gold and has not moved out of oil equities towards a full weighting in gold stocks yet. In addition to oil and gold, Adam discusses uranium, the green energy bubble, hydrogen fuel cells and soft commodities in this interview.
The Goehring & Rozencwajg Resource Fund was founded by Leigh Goehring, one of the leading authorities in global commodity investing, and long-time partner Adam Rozencwajg. Mr. Goehring and Mr. Rozencwajg originally collaborated at Chilton...