Adam Rozencwajg: The Greatest Energy Shock in History Is Unfolding
Peak Prosperity
Chris Martenson
4.7 • 591 Ratings
🗓️ 7 May 2026
⏱️ 67 minutes
🧾️ Download transcript
Summary
Time to talk to a calm, measured, highly-experienced oil and gas resource investor about it all…the Devil is truly in the details.
Transcript
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| 0:00.0 | Nothing in this program should be considered investment advice. |
| 0:03.2 | It is for educational purposes only. |
| 0:05.3 | Please hit pause and read this disclaimer in full. |
| 0:10.1 | We're going from an era of abundance driven by a huge capital boom 10 years prior in the shales. |
| 0:17.7 | That led to low prices. |
| 0:19.5 | That led to a lack of capital, which is now having a |
| 0:22.8 | supply response. That's the commodity cycle. And I think we're in the process of inflecting |
| 0:27.9 | towards a major bull move. The following is the audio version of a video released at |
| 0:33.5 | peak prosperity.com. Visit peak prosperity.com to watch the video and to find other insightful content, |
| 0:41.0 | such as articles, discussion forums, and exclusive subscriber-only content. |
| 0:54.0 | Hello, everyone, and welcome to this very special edition of Finance You. |
| 0:57.4 | I'm your host, Chris Martinson, and today we're going to be talking about oil, other things |
| 1:01.5 | related to the straight being closed, and we're going to be talking about it with Adam |
| 1:05.3 | Roshenschwegg of Garing, and Rosentwag, the natural resources investors. |
| 1:08.5 | Obviously, always a very compelling, action-packed, data-rich |
| 1:12.3 | conversation, but it's more important than ever because I believe, and we'll see what Adam |
| 1:16.9 | thinks about this, that our markets are not yet pricing in the greatest energy shock in all |
| 1:22.6 | of history. So, Adam, welcome back. Yeah, wonderful to talk to you again. |
| 1:27.9 | How are you? |
| 1:29.1 | I'm doing really well, but I have to confess, I have a little disorientation around how |
| 1:34.4 | I'm watching the markets behave compared to what even Fatibirol of the IEA said that this |
| 1:40.5 | crisis is larger than 73, 81, and 2022, all combined. |
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