Erik Townsend and Patrick Ceresna welcome Adam Rozencwajg to MacroVoices. Erik and Adam discuss:
- Beginning of an energy crisis?
- Impacts of an energy crisis on recession
- Shifting paradigms in natural gas pricing US vs. Europe
- Impacts of fertilizer shortage
- Outlook on gold
Download the podcast transcript: [Click Here]
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Mr. Rozencwajg has 15 years of investment experience. Between 2007 and 2015, Mr. Rozencwajg worked exclusively on the Global Natural Resources Fund at Chilton Investment Company with Mr. Goehring.
Prior to joining Chilton Investment Company, Mr. Rozencwajg worked in the Investment Banking department at Lehman Brothers between 2006 and 2007.
Mr. Rozencwajg holds a Bachelor of Arts degree with a major in Economics/Philosophy from Columbia University.
Mr. Rozencwajg is a CFA charter-holder.