Adam Rozencwajg of Goehring & Rozencwajg shares his thoughts on gold, including where the metal is in the current cycle, what its price potential is long term and what type of gold stock offers the most opportunity at the moment.
He also explains why he thinks a monetary regime change is closer than ever, and why the catalyst for this shift may come from a different place than many market participants expect. "I think with the highest probability that I've seen in my investing career that the next six months have the risk of looking very different from the last 20 years," he said.
Aside from gold, Rozencwajg discusses his outlook for silver and uranium.
❓ What could catalyze a global monetary regime shift? Tell us in the comments!
This interview was filmed on February 13, 2025.
#Investing #Gold #Uranium
0:00 - Intro
0:22 - Gold cycle just getting started
2:06 - Does gold need western investors?
7:27 - Catalyst for new monetary system
15:25 - What about the BRICS nations?
18:34 - Plotting a five-figure gold price
22:52 - Which gold stocks to focus on
28:41 - Silver price outlook and stocks
33:37 - Uranium demand - SMRs, AI
42:23 - Uranium supply - west vs. east
46:47 - Next leg higher for uranium stocks
51:22 - On the cusp of a regime change
53:50 - Outro
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