It's a gusher

Grant’s Current Yield Podcast

Grant's Financial Publishing, INc.

Investing, Business, Stockmarkets, Financeexpertjimgrantoninvestment, Realestatefederalreserve, News, Business News

4.6 • 693 Ratings

🗓️ 22 November 2019

⏱️ 28 minutes

🔗️ Recording | iTunes | RSS

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Summary

Leigh Goehring and Adam Rozencwajg stop by the office to discuss opportunities in natural resources. www.gorozen.com

1:10 #Apple worth more than the entire energy sector

4:19 What’s happening with shale?

12:21 Tier-one wells on the wane

18:43 Bargains abound in energy

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Transcript

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0:00.0	Well, ladies and gentlemen, this is Grant's Interest Rate Observer of the Air.
0:06.9	The show is called Current Yield, I believe, still.
0:09.5	I'm Jim Grant, and with me today, as always, Eric Whitehead, who is sitting to my left.
0:15.1	He's at the control panel.
0:17.1	And Evan Lorenz, the great Evan Lorenz, deputy editor of Grants, is here as well.
0:21.8	And our guests with us today are Macer's Gering and Rosenzweig.
0:27.0	That is Lee Garing and Adam Rosenzweig.
0:29.7	And together they are the founders and the eponyms of Gering and Rosenzweig natural resource investors.
0:37.0	Yeah.
0:38.0	Hey, what's the name? You have a mutual fund, no? We do. Gering and Rosenzweig natural resource investors. Yeah. Hey, what's the name?
0:39.0	You have a mutual fund, no?
0:39.6	We do, a Garing and Rosensweig Resources Fund.
0:42.5	What's the ticker?
0:43.1	G.R.H. I for the institutional.
0:46.0	That's institutional only, is it?
0:48.3	Yeah, we do have a retail class as well, and it's G.R-H-A-X. So ladies and gentlemen, you've got marked those well because by the time
0:54.8	this is over, you'll want to know it on this prediction. Before we went on what we are pleased
1:00.2	to call the air, Adam and Lee, Evan handed me a piece of paper. And on this piece of paper,
1:05.1	there is written the following, quote, Apple is now worth more than the entire U.S. energy sector, close quote.
1:11.3	That is according to Bank of America, Merrill Lynch.
1:13.2	So it's got to be correct.
1:14.3	Does it surprise you?
	...

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