Goehring & Rozencwajg @Go_Rozen · 24 Jul 2026
🎙️ Is the commodity bull market still in its early stages? Adam Rozencwajg joins Alpine Macro to explain why he remains bullish on oil and uranium—but cautious on crowded copper—and what the U.S.-Iran war may mean for global energy markets. 🎧👉 Listen to the full
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