Gold's Comeback in the West, Uranium's Bright Future, and Why Oil is Undervalued
Leigh Goehring and Adam Rozencwajg go in-depth on commodities markets and explain why they see retail investors in the West starting to wake up to gold's true value, why uranium has plenty of room to run as a new nuclear renaissance and impending commercial-scale SMR adoption looms on the horizon, why oil and oil stocks are tremendously undervalued, and why copper isn't perhaps in as near of a bullish setup as many investors imagine it to be.
Get Your FREE Tickets to the VRIC: https://2ly.link/211hF
For more content from VRIC host Jay Martin, please visit The Commodity University at https://2ly.link/211gp
Sign up for Jay’s newsletter at https://2ly.link/211gx
Goehring & Rozencwajg: https://www.gorozen.com
Follow Goehring & Rozencwajg on X: https://x.com/Go_Rozen
Copyright © 2025 Cambridge House International Inc. All rights reserved.
00:00 Introduction
00:54 Important Trends in Commodities
07:47 Realities of the Copper Market
20:22 Uranium's Bright Future
32:48 Why Oil is Undervalued
41:22 Gold's Comeback in the West
#gold #uranium #oilandgas