Interview recorded - 29th of May, 2024

On this episode of the WTFinance podcast I had the pleasure of welcoming back Adam Rozencwajg. Adam is the Managing Partner at Goehring & Rozencwajg Associates.

During our conversation we spoke about Adam's outlook for energy markets, how the energy markets are still undervalued, why he sees US LNG as being vastly undervalued, Uranium, precious metals and more. I hope you enjoy.

0:00 - Introduction
0:42 - Overview of energy markets?
1:31 - Adam bullish on US natural gas
10:33 - What does this mean for global LNG markets?
14:53 - No LNG supply glut
20:21 - Oil markets and peak oil
26:05 - New oil to replace US?
28:52 - Still bullish on Uranium & Nuclear?
31:21 - How is Adam positioned?
38:03 - Silver have similar trend to Gold?
39:57 - Copper outlook?
44:30 - One message to takeaway from conversation?

Currently, Adam is the Managing Partner of Goehring & Rozencwajg, Natural Resource Investors.

Adam has many years of investment experience. Between 2007 and 2015, he worked exclusively on the Global Natural Resources Fund at Chilton Investment Company with Mr. Goehring.

Prior to joining Chilton Investment Company, Adam worked in the Investment Banking department at Lehman Brothers between 2006 and 2007.

He holds a Bachelor of Arts degree with a major in Economics/Philosophy from Columbia University and is a CFA charter-holder.

Adam Rozencwajg -

Website - https://www.gorozen.com/
Twitter - https://twitter.com/Go_Rozen
LinkedIn - https://www.linkedin.com/in/adam-rozencwajg-770614/

WTFinance -

Instagram - https://www.instagram.com/wtfinancee/
Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn
iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4
Twitter - https://twitter.com/AnthonyFatseas

Interview recorded - 30th of May, 2024

On this episode of the WTFinance podcast I had the pleasure of welcoming back David Hunter.

During our conversation we spoke about David updating his price targets higher, risk of inflation, Russell 2000 to outperform, precious metals, geopolitical risk, US election and more. I hope you enjoy!

0:00 - Introduction
1:46 - Current outlook of markets?
4:11 - What caused David to update catalyst?
7:48 - Inflation?
10:50 - Disconnect between the economy and markets?
12:57 - Bearish sentiment?
14:45 - Russell 2000 to outperform?
19:16 - Institutions hedging with precious metals?
22:51 - Everything bubble?
25:01 - Which industries to benefit?
28:19 - Crypto to also perform?
29:36 - Geopolitical risk?
31:56 - Views on the US election?
33:34 - One message to takeaway from our conversation?

David is an investment professional with 25 years of investment management experience and 20 years as a sell-side strategist with strong expertise in macroeconomic analysis and portfolio management. His strong macro capabilities combined with a contrarian philosophy have allowed me to forecast economic cycles and spot market trends well ahead of the consensus. David is an intellectually honest, independent thinker comfortable with charting a course away from the crowd. Accomplished stock picker and value-oriented portfolio manager.

David Hunter -

Twitter - https://twitter.com/DaveHcontrarian
LinkedIn - https://www.linkedin.com/in/david-hunter-668ba015/

WTFinance -

Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn
iTunes -https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4
LinkedIn - https://www.linkedin.com/in/anthony-fatseas-761066103/
Twitter - https://twitter.com/AnthonyFatseas

Interview recorded - 13th of November, 2023

On this episode of the WTFinance podcast I had the pleasure of welcoming back Michael Oliver - Founder of Momentum Structural Analysis.

During our conversation we spoke about Michael's thoughts about the markets, why there is continued stress, what is happening with bonds, what assets will perform and more!

0:00 - Introduction
0:49 - What is Michael currently seeing in markets?
8:42 - Largest companies holding up indexes. Will they remain stable?
17:01 - Has cutting rate/QE been good for equities?
19:02 - What happens when bond prices decrease?
24:07 - What will happen with bonds?
28:53 - One message to takeaway from our conversation?

J. Michael Oliver entered the financial services industry in 1975 on the Futures side, joining E.F. Hutton’s International Commodity Division, headquartered in New York City's Battery Park. He studied under David Johnston, head of Hutton’s Commodity Division and Chairman of the COMEX.

In the 1980s Mike began to develop his own momentum-based method of technical analysis. He learned early on that orthodox price chart technical analysis left many unanswered questions and too often deceived those who trusted in price chart breakouts, support/resistance, and so forth.

In 1987 Mike technically anticipated and caught the Crash. It was then that he decided to develop his structural momentum tools into a full analytic methodology.

In 1992 the Financial VP and head of Wachovia Bank's Trust Department asked Mike to provide soft dollar research to Wachovia. Within a year, Mike shifted from brokerage to full-time technical research. He is also the author of The New Libertarianism: Anarcho-Capitalism.

Michael Oliver -

Website - https://www.olivermsa.com/
Twitter - https://twitter.com/Oliver_MSA

WTFinance -

Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn
iTunes -https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4
LinkedIn - https://www.linkedin.com/in/anthony-fatseas-761066103/
Twitter - https://twitter.com/AnthonyFatseas