What podcasts say about Adam Rozencwajg

Every statement, with the speaker, the exact quote and the moment it was said.

What Adam Rozencwajg has said on podcasts

36 statements · 17 positive · 11 negative · 2 mixed · 6 neutral

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
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
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
on Commodity cyclePositiveOct 12, 2026· Merryn Talks Money
A 10–15-year commodity cycle is long enough to support investment.
“a 10 to 15-year cycle, that's investable. That's not a trade.”
Listen at 12:12
Open the episode · Why the Commodity Bull Market Is Just Beginning
on Commodity cyclePositiveOct 12, 2026· Merryn Talks Money
The current commodity cycle is at its very beginning.
“We're at the very, very beginning.”
Listen at 17:42
Open the episode · Why the Commodity Bull Market Is Just Beginning
on Upstream oil capital expenditureNegativeOct 12, 2026· Merryn Talks Money
Annual upstream oil spending of $500 billion is insufficient.
“we're spending about $500 billion a year upstream. First of all, I don't think that's anywhere near enough.”
Listen at 17:55
Open the episode · Why the Commodity Bull Market Is Just Beginning
on Commodity valuationsPositiveOct 12, 2026· Merryn Talks Money
Commodity valuations were cheaper only at the 2020 bottom.
“the only time we've ever been cheaper. was when commodities bottomed in 2020.”
Listen at 19:56
Open the episode · Why the Commodity Bull Market Is Just Beginning
on LithiumMixedOct 12, 2026· Merryn Talks Money
Lithium experienced a capital-expenditure boom while other commodities saw declines.
“Lithium had a CapEx boom while everything else had a CapEx bust.”
Listen at 22:14
Open the episode · Why the Commodity Bull Market Is Just Beginning
on GoldPositiveOct 12, 2026· Merryn Talks Money
Gold’s bull market is not over and will reach new highs this cycle.
“I don't think... That the gold bull market is over. I think that we're going to make new highs this cycle.”
Listen at 22:51
Open the episode · Why the Commodity Bull Market Is Just Beginning
on GoldPositiveOct 12, 2026· Merryn Talks Money
Gold holders are likely to be pleased by holding through 2035.
“By 2035, if your listeners would like to hold their gold, I suspect they'll be very happy that they did so.”
Listen at 23:11
Open the episode · Why the Commodity Bull Market Is Just Beginning
on GoldMixedOct 12, 2026· Merryn Talks Money
Gold will decline before rising later.
“I think gold will move lower before it moves higher.”
Listen at 23:25
Open the episode · Why the Commodity Bull Market Is Just Beginning
on Gold-to-oil ratioNeutralOct 12, 2026· Merryn Talks Money
One ounce of gold bought approximately 90 barrels of oil.
“a single ounce of gold could buy 90 barrels of oil.”
Listen at 24:08
Open the episode · Why the Commodity Bull Market Is Just Beginning
on Silver catch-up rallyNegativeOct 12, 2026· Merryn Talks Money
Investors should reduce precious-metals exposure after silver’s catch-up rally.
“when you see the silver catch-up rally, that's when you want to look for higher ground and maybe rotate.”
Listen at 26:50
Open the episode · Why the Commodity Bull Market Is Just Beginning
on Interest-rate cycleNegativeOct 12, 2026· Merryn Talks Money
The current interest-rate cycle is at the beginning of a hiking phase.
“we're in a rate hike cycle right now. We're at the beginning of that.”
Listen at 28:57
Open the episode · Why the Commodity Bull Market Is Just Beginning
on Gold retracementNegativeOct 12, 2026· Merryn Talks Money
Gold retracements after silver signals typically range from 20% to 45%.
“you typically will move down anywhere from 20 was the most mild pullback to 45 percent.”
Listen at 29:41
Open the episode · Why the Commodity Bull Market Is Just Beginning
on U.S. shale oilNegativeOct 12, 2026· Merryn Talks Money
U.S. shale oil production has stopped growing.
“the shales have slowed down and they're essentially no longer growing.”
Listen at 37:40
Open the episode · Why the Commodity Bull Market Is Just Beginning
on U.S. shale oilNegativeOct 12, 2026· Merryn Talks Money
Shale oil production growth slowed from 2020 through 2026.
“growth is going to slow. And that's exactly what has been happening from 2020 to 2026.”
Listen at 43:15
Open the episode · Why the Commodity Bull Market Is Just Beginning
on U.S. shale oilNegativeOct 12, 2026· Merryn Talks Money
U.S. shale oil production has peaked.
“Shale has peaked.”
Listen at 43:25
Open the episode · Why the Commodity Bull Market Is Just Beginning
on U.S. shale oilNegativeOct 12, 2026· Merryn Talks Money
U.S. shale faces persistent production declines despite drilling.
“I think that's what we're facing with the shales.”
Listen at 44:02
Open the episode · Why the Commodity Bull Market Is Just Beginning
on Oil marketPositiveOct 12, 2026· Merryn Talks Money
Shale’s peak could trigger a long-term oil bull market.
“I think that's exactly right.”
Listen at 44:14
Open the episode · Why the Commodity Bull Market Is Just Beginning
on Global crude-oil demandNeutralOct 12, 2026· Merryn Talks Money
Global crude-oil demand growth is about one million barrels daily annually.
“Crude oil demand growth has been fairly steady at about a million barrels a day, year on year.”
Listen at 44:53
Open the episode · Why the Commodity Bull Market Is Just Beginning
on Strait of Hormuz closureNegativeOct 12, 2026· Merryn Talks Money
A prolonged Strait of Hormuz closure would create a major oil-market problem.
“we're going to have a major problem.”
Listen at 45:46
Open the episode · Why the Commodity Bull Market Is Just Beginning
on Oil marketNegativeOct 12, 2026· Merryn Talks Money
The oil market is currently in a worsening crisis.
“I think we are in the midst of a crisis as we speak. I think that crisis is getting worse.”
Listen at 46:32
Open the episode · Why the Commodity Bull Market Is Just Beginning
on Refined-product consumptionNeutralOct 12, 2026· Merryn Talks Money
Refinery throughput fell without an equivalent decline in refined-product consumption.
“I don't think the consumption of those refined products has gone down. It's just the refinery runs have gone down.”
Listen at 49:47
Open the episode · Why the Commodity Bull Market Is Just Beginning
on Crude oil pricePositiveOct 12, 2026· Merryn Talks Money
Crude oil prices will eventually rise as the supply problem emerges.
“eventually the crude oil price will lift.”
Listen at 55:44
Open the episode · Why the Commodity Bull Market Is Just Beginning
on Crude oil pricePositiveOct 12, 2026· Merryn Talks Money
Crude oil will rise to approximately $100 per barrel.
“$100 crude is going to come up to match that.”
Listen at 56:14
Open the episode · Why the Commodity Bull Market Is Just Beginning
on Suncor and CNQPositiveOct 12, 2026· Merryn Talks Money
Suncor and CNQ are preferred oil-sands holdings.
“We really like the oil sands. Suncor and CNQ are two big holdings of ours.”
Listen at 56:38
Open the episode · Why the Commodity Bull Market Is Just Beginning
on UraniumPositiveOct 12, 2026· Merryn Talks Money
Uranium prices will continue rising substantially.
“uranium, I think, is going to continue to move much higher.”
Listen at 57:57
Open the episode · Why the Commodity Bull Market Is Just Beginning
on Uranium marketPositiveOct 12, 2026· Merryn Talks Money
The uranium market will remain tight.
“it's going to be a tight market”
Listen at 58:50
Open the episode · Why the Commodity Bull Market Is Just Beginning
on CamecoPositiveOct 12, 2026· Merryn Talks Money
Adam’s firm owns Cameco as a uranium investment.
“We own Cameco”
Listen at 59:25
Open the episode · Why the Commodity Bull Market Is Just Beginning

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.