Gold, Oil, Uranium: Why the Commodity Bull Run Isn’t Over | Merryn Talks Money
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Adam Rozencwajg, portfolio manager at natural resources firm Goehring and Rozencwajg, joins Merryn Somerset Webb to explain why he thinks the commodity bull market may still be in its early stages. They discuss why gold could fall before reaching new highs, why US shale may have peaked and where he sees opportunities in oil and uranium. 00:00 Interview with Adam Rozencwajg on Merryn Talks Money 1:53 Why commodity cycles last so long 5:21 Why this bull market may only be beginning 15:44 Has gold got further to fall? 25:10 What’s really happening to the oil market? 41:15 Why Adam is still bullish on uranium Sign up for the Merryn Talks Money newsletter: https://www.bloomberg.com/account/newsletters/merryn-talks-money Sign up for the Money Distilled newsletter https://www.bloomberg.com/account/newsletters/money-distilled Watch Bloomberg Vodcasts: https://www.youtube.com/playlist?list=PLe4PRejZgr0MS0Tqk_zQl1LVVTdWuH2Di Subscribe to Bloomberg Podcasts: https://bit.ly/BloombergPodca
Tags: AI investment, Adam Rozencwajg, Bloomberg, Bloomberg News, Bloomberg Podcasts, Commodities, Energy, Gold, Investing, Markets, Merryn Webb, Portfolio, Precious Metals, Stock Market, Vodcast, artificial intelligence, commodity, commodity markets, diversification, energy markets
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