AR

Adam Rozencwajg

Person

Heard in 1 episode across 1 show since Oct 2026

Adam Rozencwajg is a founding partner and portfolio manager at Goehring & Rozencwajg, an investment firm focused on natural-resource equities. He is known for research and commentary on commodities, including oil, natural gas, and uranium.

Learn more

Episodes

1
across 1 show

First heard

Oct 2026

Guest appearances

1

Episodes per month

Public PodLume episodes featuring it, over the last year.

Show the data
MonthEpisodes
Nov 20250
Dec 20250
Jan 20260
Feb 20260
Mar 20260
Apr 20260
May 20260
Jun 20260
Jul 20260
Aug 20260
Sep 20260
Oct 20261

What Adam Rozencwajg has said on podcasts

36 statements

  1. on Commodity marketPositiveOct 12, 2026· Merryn Talks Money

    Commodities are in the early stages of a strong bull run.

    “Today, unlike 2012, we very much are in the early stages of a strong bull run.”

    Listen at 2:25

    Open the episode · Why the Commodity Bull Market Is Just Beginning
  2. on Commodity supply responseNeutralOct 12, 2026· Merryn Talks Money

    Commodity price signals typically precede new supply by about ten years.

    “There's a 10-year lag from when the market gives you the commodity price signal”

    Listen at 8:02

    Open the episode · Why the Commodity Bull Market Is Just Beginning
  3. on Commodity supply projectsNeutralOct 12, 2026· Merryn Talks Money

    New commodity supply projects take 10–15 years to come online.

    “It takes 10 to 15 years.”

    Listen at 8:44

    Open the episode · Why the Commodity Bull Market Is Just Beginning
See all 36 statements →

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.

Episodes

1 episode featuring Adam Rozencwajg, newest first