GM24: The Real Cause of the Global Energy Crisis (Part 1) ft. Adam Rozencwajg
发布时间 2022-09-28 13:00:00 来源
摘要
Today, we welcome back Adam Rozencwajg, Managing Partner at Goehring & Rozencwajg, to help us understand the global energy crisis and how we ended up in this situation. We discuss the outlook of the coming months and why we are in the beginning of a commodity super cycle, how the supply and demand side of the economy functions and what role the Strategic Petroleum Reserve (SPR) plays in a global energy crisis. We also discuss the different types of energy commodities, how convergence will affect the energy market and how to take advantage of it, the history of energy and the importance of ensuring a continuous abundance of efficient energy, how nuclear power can be a viable solution to the energy crisis and much more.----------EXCEPTIONAL RESOURCE: Find Out How to Build a Safer & Better Performing Portfolio using this FREE NEW Portfolio Builder Tool----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “The Many Flavors of Trend Following” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Cem on Twitter.Follow Adam on Twitter.Episode TimeStamps: 00:00 - Intro02:01 - Heading into the winter10:42 - Flood the market with oil...a good idea?14:50 - Understanding the supply side29:30 - Venezuela - A hot spot?33:21 - Is the SPR in trouble?40:12 - The role of the different energy commodities42:51 - Why convergence and how to take advantage of it51:56 - The end of energy abundance59:57 - Is nuclear the future?01:05:18 - Thanks for listening Copyright © 2023 – CMC AG – All Rights Reserved----PLUS: Whenever you're ready... here are 3 ways I can help you in...
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