Resources roundtable
from Grant's Current Yield Podcast Hosted by James Robertson
Jim and Evan discuss the outlook for crude oil and other commodities with fund manager Adam Rozencwajg 0:48 President #Trump vs Candidate Trump 4:42 Adam’s thoughts on #oil 6:44 How to play a rising oil price 13:00 Implications of increased hedging activity 15:53 The outlook for #copper and #gold 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
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