The Arithmetic of Depletion: Shale’s Long Goodbye
A Dedicated Name in Natural Resources Investing
About

What We Do

An investment Firm dedicated to researching and investing in the natural resource industry. We have 46 years of combined experience.

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Team

Who We Are

Our Firm was founded by Leigh Goehring and Adam Rozencwajg, who previously worked together at Chilton Investment Company.

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How To Invest

Goehring & Rozencwajg are renowned not only for their research but also for their expertise as investors. If you'd like to learn more about how to invest in our fund, we invite you to visit our fund website.

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Latest Blog Posts

A Peek Ahead
October 3, 2025

The “carry trade” has ruled markets for years—but history says its end will be sudden. Could commodities topple tech & finance next? Read blog.

Podcast: Why We Believe Gold Could Double from Here
September 25, 2025

Gold still has room to run. Rozencwajg says it’s in an “aggressive accumulation phase” — with potential to hit $8,000/oz. He also breaks down why oil may be the contrarian play to watch on the Money Life with Chuck Jaffe podcast. ‍

Podcast: The Gains in Gold, Oil & Uranium Could SHOCK the Market
September 17, 2025

Podcast: The gains in gold, oil & uranium could shock the market. Leigh Goehring & Adam Rozencwajg tell Jesse Day (VRIC Media) why a commodities supercycle may be just getting started.

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We publish a Quarterly Commentary that is read by over 10,000 professionals. We regularly publish blog posts and appear on many podcasts and television interviews.
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