The Nat Gas and Oil Crisis with Leigh Goehring of Goehring & Rosencwajg (G&R)
Grizzle Pod: Thematic Growth Investing
English - October 13, 2021 20:31 - 1 hour - 64.9 MB - ★★★★★ - 3 ratingsInvesting Business Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Episode 28: The Boiling Point - Commodities & Tech
Next Episode: Episode 29: Facebook's Hail Mary - Meta
Grizzle had the pleasure of interviewing an investing heavyweight - Leigh Goehring of Goehring & Rosencwajg. Leigh Goehring is a commodity investing veteran - he was the portfolio manager of the Chilton Global Natural Resources Hedge Fund (over $5 billion of assets at its peak). He believes commodity prices are going a lot higher over the coming years and explains why.