About this episode
Adam Rozencwajg joins Ed Coyne to discuss the current state of the commodities cycle and the implications of capital expenditure.
With the recent run up in gold and silver prices, some investors may feel this cycle is over. Not so suggests Adam Rozencwajg. A key element of every commodity cycle is capital expenditure, and to date, CapEx in the sector has yet to arrive at scale. Early innings of a bull market then? Adam joins host Ed Coyne to analyze the current commodity cycle in depth. This podcast is provided for information purposes only from sources believed to be reliable. However, Sprott does not warrant its compl...
People in this episode
Host: Ed Coyne
Guest: Adam Rozencwajg
Topics covered
- commodities
- gold
- silver
- capital expenditure
- bull market
- investment analysis
Keywords
- commodities cycle
- gold prices
- silver prices
- capital expenditure
- bull market
- investment
Mentioned in this episode
Organizations: Sprott Inc.
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