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Erik Townsend and Patrick Ceresna welcome Adam Rozencwajg to MacroVoices. Erik and Adam discuss:

  • US Natural Gas Market with Potential Upside
  • Energy Demand & Supply
  • US Oil Production Growth Slowing
  • AI’s Impact on Energy
  • Gold & Gold Stocks
  • Investing in Gold & Energy Assets


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Mr. Rozencwajg has nine 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.