MacroVoices

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Goehring & Rozencwajg co-founder Adam Rozencwajg. They’ll discuss energy markets, precious metals and much more. bit.ly/4bk5pub
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Please visit our website www.macrovoices.com to register your free account to gain access to supporting materials
00:00:00 Intro
00:00:52 Macro Scoreboard
00:02:57 Feature Interview with Adam Rozencwajg
00:56:01 Postgame - Talking Charts
00:56:25 Crude Oil
00:57:50 S&P500
00:59:42 Nasdaq
01:00:28 VIX
01:01:50 US dollar
01:03:00 Gold
01:04:19 Copper
01:05:06 Uranium
01:06:22 Wheat

[@orenalbertmeisel3127]

Adam is always a great guest

[@TheAssOfBalaam]

Always a great guest. Thank you.

[@alanmrsic893]

Great stuff, thanks again!

[@gzme]

Enjoyed the interview
By the way I've been listening to you for at least 4 years and never heard a 'mailbag' segment. I guess I'll have to keep listening to Patrick's other podcast as well 😉

[@levimachado]

"Wait, patrick has another PODCAST" on Kevin's voice

[@HomesteadEngineering]

Interesting talk BUT: I have been running sensitive electronics off battery backed solar for over 7 years. Not sure why you would think that solar can't participate in running LLM's???

[@jptrainor]

Massive. Not economic for 24/7 power.

[@michaels4255]

"battery backed" won't scale up for the quantity of electricity that will be demanded.

[@bellakrinkle9381]

The public naively believes they can control the price of oil/gas.

[@KamilMauel]

The US didn't abandon the gold standard due to the relatively cheap commodities but because they can no longer stay that way. Commodities bear in the late 90-ties affected the Russian bear in the ist place. Asian countries benefited. Maybe too much and overdosed on money borrowing. Still it is just a derivative. Another trough in the mid 2010-s triggered nothing. Same with the covid’s that was a consequence not a reason.
On the flip side there were expensive commodities that made a change. Preceded almost every recession, toppled governments, fired massive protests or/and accompanied military conflicts.

[@nemodeals2034]

Natural gas is interesting play...alot of blue states are banning homes from using natural gas with a huge push to electric...how can demand go up in the US?

[@MegaBoolaBoola]

Because the electricity is generated by natgas

[@edreeves121]

Jan 2026 55 calls? 50x?

[@slackercapital]

Notice how the never talk stock market or bonds anymore cause they have been wrong since I don't know how many years, only energy talks

[@hooksx]

Yep

[@DaveG-qd6ug]

I have benefited from the show but understand your point.

[@chrish9311]

It's literally called MACRO voices. Not NASDAQ voices or Mag7 Voices.. great show very good info.

[@orenalbertmeisel3127]

So short oil and uranium, and buy more Nvidia. What are you waiting for?

[@nemodeals2034]

​​@@orenalbertmeisel3127is nvidia a chip play?