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Macro Voices

MacroVoices #370 Adam Rozencwajg: Energy, Gold, Copper & Uranium

Macro Voices

Hedge Fund Manager Erik Townsend

Business, Investing, Business:investing

4.8 โ€ข 3.4K Ratings

๐Ÿ—“๏ธ 6 April 2023

โฑ๏ธ 63 minutes

๐Ÿงพ๏ธ Download transcript

Summary

MacroVoices Erik Townsend and Patrick Ceresna welcome Goehring & Rozencwajg co-founder Adam Rozencwajg to the show to discuss energy, gold, copper and much more. https://bit.ly/3ZO72Kf Download Big Picture Trading chartbook ๐Ÿ“ˆ๐Ÿ“‰ https://bit.ly/3KiW7CA โœ…Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Join OptionFinity discord: https://discord.gg/Rvnsv6Y Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

Transcript

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0:00.0

This is Macro Voices, the free weekly financial podcast targeting professional finance, high

0:14.4

net worth individuals, family offices and other sophisticated investors. Macro Voices

0:20.4

is all about the brightest minds in the world of finance and macroeconomics telling it

0:25.2

like it is, bullish or bearish, no holds barred.

0:28.9

Now here are your hosts, Eric Townsend and Patrick Sarrezna.

0:35.9

Macro Voices Episode 370 was produced on April 6, 2023. I'm Eric Townsend.

0:42.9

This episode of Macro Voices was made possible by respect energy, a leading European trader

0:48.5

of renewable energy and a one-stop shop for all green energy investors.

0:54.5

Gary and Rosenswag co-founder Adam Rosenswag returns as this week's feature interview

0:59.1

guest. We'll talk about energy, gold, copper and much more.

1:04.3

And I'm Patrick Sarrezna with the Macro Scoreboard week over week as of the close of Wednesday,

1:08.7

April 5, 2023. The S&P 500 was up 1.5% closing at 4117. We'll take a look at that chart

1:16.3

in the post game, the US dollar index, down 0.7% closing at 10188, remaining in a downtrend

1:24.8

that has started since the post FOMC period. The May WTI crude oil contract, up 10.5% closing

1:33.3

at 8061. We'll look at that chart and Eric will have the EIA inventory data in the post

1:38.6

game. Gold up 3.5% closing at 2035. Gold had that key break out and now is only 50 points

1:46.5

away from its all-time high. Copper down 2.2% closing at 3.99 and Uranium up 1.5% closing

1:55.9

at 5110. The US Treasury yield down 26 basis points closing at 331. Yield at a level we

2:03.5

have not seen since September. The key news to watch is Friday's jobs numbers. It's interesting

2:09.3

that the release of critical news like this is coming on a day when many global markets

2:13.7

are closed for the holiday. And early next week we'll see the release of both the CPI

2:18.6

and the PPI inflation numbers and we'll also hear from the Bank of Canada on rates and

...

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