https://peakprosperity.com/off-the-cuff-with-adam-rozencwajg-peak-oil-is-closer-than-you-think/
Peak Prosperity
Chris Martenson
4.7 • 591 Ratings
🗓️ 8 February 2024
⏱️ 64 minutes
🧾️ Download transcript
Summary
The Permian shale oil basin is very close to peaking out. When it does, everything changes for the US and the world. Join Adam Rozencwajg and I as we explore the most vital but overlooked topic of our times.
Transcript
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| 0:00.0 | Everyone thought 2019 was the all-time high for energy and oil demand and that coming back out of COVID, yeah, we would come back and normalize but never at the rates we saw. |
| 0:08.1 | 2022 set the new record. I mean, you couldn't have been wronger, faster. |
| 0:24.0 | Hello, everyone, Chris Martinson of Peak Prosperity here. Today, very special guest. |
| 0:25.7 | We are talking with Mr. Adam Rosenzwegg of Garing and Rosenzweig, a fundamental research |
| 0:31.0 | firm focused exclusively on natural resource investments. |
| 0:35.4 | They have over nine years, a combined experience. Adam has nine years |
| 0:38.8 | experience in that sector and having worked with the bulk of his nine years of investment experience |
| 0:45.0 | with exclusively on the Global Natural Resources Fund at Chilton Investment Company with Mr. |
| 0:51.0 | Garing. I am deeply familiar with their work having both consumed and discussed their |
| 0:56.0 | incredible quarterly commentaries on such things as modeling U.S. shale oil output and all of |
| 1:03.3 | which you can access by navigating to go rosin, G-O-R-O-Z-E-N-G-Rosen.com. You can find their |
| 1:09.9 | commentaries there. Adam, welcome to the program. |
| 1:12.8 | Thank you. Happy to be here, Chris, and happy to talk with you today. I'll just start by correcting |
| 1:18.1 | one thing. I'm actually up to 17 years of experience in the natural resources investment space, |
| 1:27.2 | and my partner has been doing this for 31, 32 years. |
| 1:30.3 | So together we have, what is that, almost 50 years of combined natural |
| 1:36.3 | resource investment experience. |
| 1:38.3 | So something got cashed a while ago in one of the Google searches. |
| 1:42.3 | But yeah, I know we're up to 17 years. We started |
| 1:44.6 | Garing and Rosenzweig back in 2016. So that's been going on eight years. Maybe that's what it is. |
| 1:49.7 | But no, we've been to this a long, long time. Oh, great. Well, thanks for the correction. |
| 1:53.1 | I love to be accurate. So, yes, a lot of experience in there. |
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