It's a gusher

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   Subscribe to Grant’s Podcast on iTunes, Stitcher, iHeart Radio and Google Play Music. Grant’s Interest Rate Observer is available at http://www.grantspub.com This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit grantspub.substack.com