In today’s episode, Marcelo López talked to Adam Rozencwajg, managing partner at Goehring & Rozencwajg, a company specialized in natural resource investments, such as mining, energy and agriculture. Adam explains the model developed by G&R to understand the dynamic of the shale oil production in the United States and the conclusions drawn regarding the level […]
Monthly Archives: March 2020
Podcast #29: Shawn Hackett – soft commodities
In today’s episode, Marcelo López spoke to Shawn Hackett, president of Hackett Financial Advisors, a company that specializes in providing advice for farmers and hedgers about soft commodities, based on analysis and forecasts of climate cycles. Hackett Financial Advisors helps traders and producers make decisions in agricultural commodities in order to better conduct their business. […]
Crash time
Já escrevi bastante sobre o momento pelo qual estamos passando e a experiência vale muito nessas horas; afinal, esse é o terceiro crash que presencio (2000, 2008 e 2020). Quem lê esse blog e me acompanha não está surpreso com o que estamos vivenciando. A única surpresa é a velocidade com a qual as coisas […]
Uranium and the abundance phase
Australia is one of the best countries in the world. Nice weather, beautiful beaches, and an educated population are all part of the mix down under. But recent events caught my attention in regard to – believe it or not – toilet paper. With the possible impact of the coronavirus, many people decided to stockpile […]