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Adam Rozencwajg: Platinum, Gold, Silver, Oil and Natural Gas, Oh My!

1 tim 8 min•12 augusti 2025

This quarter, Adam Rozencwajg and I discussed platinum, oil, silver, gold, natural gas and nuclear power. As always, Adam provides a wealth of knowledge and actionable insights.

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Daily Digest Aug 24: VW to Cut 50k Jobs, No Proof of Illness Needed for Pandemic Alerts, Israel Expands Lebanon Demolitions
•7 min
Daily Digest Aug 22: Nuclear Non-Proliferation, Lactating Steers, and the Data Gap - Is Iran the Leading Sponsor of Terrorism?
•6 min
Mike and Chris’ Top Strategy for Facing Future Predicaments
•19 min
Daily Digest Aug 21: Good News Friday: Lindell Funds Historic Ballot Recount, Gaetz Represents Royce White, US to Exit NATO?
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Creak! Pop! Diesel Soars, Treasury Interventions Fail to Last, and 2027 Could Be a Very Rough Year for Food
•1 tim 9 min
Daily Digest Aug 20: Treasury to Double Long-Bond Buybacks, Moscow Imposes Fuel Rationing, Israel Unveils Execution Facility
•5 min
Daily Digest Aug 19: Fauci Advisor Pleads Guilty to Conspiracy, Japanese Life Insurers Face 30 Trillion Yen in Bond Losses
•8 min
Daily Digest Aug 18: Diesel Crack Spread Passes $100 and Iran Issues Ultimatum as SPR May Only Have Until October
•7 min
Daily Digest Aug 17: US Forces Allies to Choose Sides on AI, Armstrong Predicts EU Breakup and Collapse of Republican Gov't
•5 min
Daily Digest Aug 16: Harvard’s $630M China Funding Under Scrutiny as AI Judges and Data-Center Power Crunch Gain Attention
•9 min

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