Commodities at a Turning Point: Cycles, Scarcity & the Case for Natural Resources
In this episode of the Definitely Uncertain podcast, Goldrock Partner David Ram sits down with Adam Rozencwajg, Partner at Goehring & Rozencwajg, an investment firm focused on the natural resources sector.
They explore the long-overlooked case for commodities—including gold, uranium, platinum, and more—as the world faces structural underinvestment and shifting global capital flows. Adam unpacks why we may be entering a new multi-year bull market for commodities, and how investors should think about positioning for the decade ahead.
🎧 Tune in to learn:
Why commodities may be historically undervalued
What ESG, regulation, and capital constraints mean for future supply
Where the most asymmetric opportunities lie in energy and metals
Why this moment may echo 1972 or 2000 for contrarian investors
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