MacroVoices #428 Adam Rozencwajg: AI Demand, Energy & Precious Metals

Macro Voices

Hedge Fund Manager Erik Townsend

Business, Investing, Business:investing

4.8 • 3.4K Ratings

🗓️ 16 May 2024

⏱️ 71 minutes

🔗️ Recording | iTunes | RSS

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Summary

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Goehring & Rozencwajg co-founder Adam Rozencwajg. They’ll discuss energy markets, precious metals and much more. https://bit.ly/4bk5pub ⚫ Follow Adam Rozencwajg on X: https://www.twitter.com/go_rozen ⚫ Check Out: https://www.gorozen.com/ 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/4bFenlx ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna 🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/ 🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 🔴 Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity ✅ Join OptionFinity discord: https://discord.gg/Rvnsv6Y 🔴 Subscribe to Nick’s Medium: https://medium.com/@ngalarnyk 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 net worth
0:14.2	individuals, family offices, and other sophisticated investors. Macro Voices is
0:19.8	all about the brightest minds in the world of finance and macroeconomics telling it like it is,
0:25.6	bullish or bearish, no holds barred.
0:28.3	Now here are your hosts, Eric Townsend and Patrick Sorezna.
0:41.0	Macro Voices episode 428 was produced on May 16th, 2024. I'm Eric Townsend.
0:43.0	Gering and Rosenshag co-founder Adam Rosenshag returns as this week's feature interview guest.
0:49.0	We'll discuss energy markets, precious metals, and much more.
0:52.0	And I'm Patrick Serresna with the Macro Scoreboard week over week as of the close of Wednesday,
0:57.0	May 15, 2024.
0:59.0	The S&B 500 June futures were up 232 basis points trading at 5333. A breakout to all-time new highs
1:08.0	we'll take a closer look at that chart in the key technical levels to watch in the post-game segment.
1:13.6	That US dollar index down 116 basis points,
1:17.0	trading at 10428.
1:19.1	This is the first breakdown below the 50-day moving average
1:22.1	since the March Bull Advance started.
1:24.6	The W-T-I crude oil contract down 46 basis points trading at 7863.
1:31.6	We'll take a closer look at that chart in the post game and Eric will have the EIA
1:35.6	inventory data that July Arbob gasoline contract down a hundred and ninety eight
1:41.3	basis points to 248.
1:43.4	The June Gold Contract up 310 basis points training at 2394.
1:49.3	Now a stone throw away from that April high.
	...

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