Adam Rozencwajg: Gold, Silver vs. Energy — Where I'm Focusing Now
Adam Rozencwajg of Goehring & Rozencwajg weighs in on how the Iran war is impacting the oil market, noting that on a barrels-per-day basis it's the largest shock the sector has ever dealt with. However, in his view, there's still time for those who don't have exposure to get in. "People are now looking at this space again, and the idea that you can just take the oil market for granted could be behind us," he said. ❓ Have you rotated profits from precious metals to oil/gas? Tell us in the comments! This interview was filmed on March 16, 2026. #Investing #Oil #Gold 0:00 - Intro 0:19 - Iran war oil impact 5:05 - Oil now back in focus 9:04 - Gold-to-oil rotation 16:38 - Gold, silver pullback 24:10 - Oil stock opportunity 31:35 - Bullish uranium, coal 36:45 - Commodities cycles 41:43 - Outro ________________________________________________________________ 2026 Outlook Reports are now available: https://bit.ly/4qjXzYX Gold IRAs: We've compiled gold companies offering self-directed gold IRAs to help you get started if you are a US-based investor: https://bit.ly/4jw2LX2 INN Precious Metals Stock Profiles: https://bit.ly/4puccro Live Gold Price: https://bit.ly/45KB7zX Live Silver Price: https://bit.ly/3Ls3WKz Live Uranium Price: https://bit.ly/4pytdRv 📩 Business Email → [email protected] 👨💻 Website / Newsletter → www.investingnews.com 📸 Facebook → / investing.news.your.trusted.source 📱LinkedIn → / investing-news-network 🐦 X → https://x.com/inn_resource Some links may be affiliate links. Investing News Network may earn a commission at no additional cost to you. ________________________________________________________________ The Investing News Network does not guarantee the accuracy or thoroughness of the information reported in the interviews it conducts. The opinions expressed in these interviews do not reflect the opinions of the Investing News Network and do not constitute investment advice. All readers are encouraged to perform their own due diligence.
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