You could say that natural resources run in Leigh Goering’s blood. The son of two oil and gas engineers, Leigh has spent nearly his entire life studying markets and investments related to commodities. Over the past 30 years, he has become one of the most brilliant and passionate analysts and money managers in the industry. In this conversation, Leigh shares the details of his macro and micro research process and how he applies them to investing in natural resource stocks. He also details the case for a coming energy crisis and why energy stocks present investors with a generational opportunity today. Below are several notes and links related to this episode:
- Visit Goehring & Rozencwaijg’s website: gorozen.com
- Subscribe to Goehring & Rozencwaijg’s free blog: Subscribe
- Access Goehring & Rozencwaijg’s latest research: Latest Commentary
- Read Goehring & Rozencwaijg’s second quarter, 2020 commentary: On The Verge On An Energy Crisis
- The Commodities-to-Stocks ratio:
