You could say that natural resources run in Leigh Goehring’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 discusses in detail his case for a major commodities boom dead ahead as part of broader revolution in the asset markets.
Below are a few notes and links related to this episode, including Geohring & Rozencwajg’s most recent reports:
- Visit Goehring & Rozencwajg’s website: gorozen.com
- Subscribe to Goehring & Rozencwajg’s free blog: Subscribe
- Access Goehring & Rozencwajg’s latest research: Latest Commentary
- Read: On Commodities, Carry Regimes and Changes to Global Monetary Systems
- Get: The Rise of Carry by Lee, Lee & Coldiron
- Visit Thunder Said Energy’s website: thundersaidenergy.com
- Get The Fourth Turning by Strauss & Howe
