"The Coming Decade of Shortages"
Prepare for the coming decade of shortages in everything from energy to materials and agriculture. Learn how we strive to protect and profit from a period of massive dislocation.
Leigh Goehring has managed natural resource portfolios for over 30 years. He is known as a thought leader in the natural resource space and has been featured in many publications include Grant's Interest Rate Observer, The Wall Street Journal, Barrons, 13D Research and Forbes. He co-founded G&R in 2016.
Adam Rozencwajg has 15 years of natural resource investing experience. He has been working with Leigh Goehring since 2007, first at Chilton Investment Company and then as co-founder of G&R. He is known as one of the foremost experts in global commodity markets and has been featured in many publications and podcasts.
Edward Chancellor is a well-known financial historian, author, journalist and investment strategist. His most recent book is ‘The Price of Time –the real story of interest (July 2022). In this book, Edward illustrates how extremely low interest rates create asset price inflation but are also largely responsible for the weak economic growth, rising inequality, elevated debt levels, and pensions crises that have impacted our economies in recent years. Meanwhile, access to easy money in China has inflated the irreal estate sector and has created an epic credit and investment boom. He forewarns that the global financial system is moving closer to another major crisis. The book has been longlisted for the FT Business Book of the Year2022. His prior books are Devil Take the Hindmost: A History of Financial Speculation which has been translated into many languages and was a New York Times Book of the Year. He also wrote ‘Crunch-Time for Credit?’ and ‘Capital Returns: Investing Through the Capital Cycle: A Money Manager’s Reports 2002-2015″. After reading history at Cambridge and Oxford ,Edward worked for Lazard Brothers and until 2014 he was a senior member of the asset allocation team at GMO. He is currently a columnist for Reuters Breaking Views and has contributed to the Wall Street Journal, the Financial Times, Money Week and the New York Review of Books. In 2008, he received the George Polk Award for financial reporting for his article “Ponzi Nation” in Institutional Investor.
A frequent contributor to Barron’s, FuturesMagazine, Reuters, Bloomberg, US Farm Report, Ag-TV, Market to Market-IPTVas well as regular radio show contributor for the likes of Chip Flory-AgriTalkAfter The Bell, Michell Rook-WNAX and Linda Brekke-The Linda Network, Agcommodities expert Shawn Hackett has dedicated his life to educating Agindustry leaders and farmers about financial risk management, hedging and theutility of indicator-based Ag commodity price forecasting tools. Shawn makeshard-to-understand concepts easily digestible to a wide audience and is thepublisher of the Hackett Money Flow Agricultural Report and the Hackett DairyReport.
Marko is the partner for Clocktower Group's strategy team which leads markets coverage and macro intelligence. Marko received his degrees from the University of Texas at Austin and the University of British Columbia. Before joining Clocktower Group he was with BCA Research and Stratfor. He is the author of Geopolitical Alpha.
Vivek is a first-generation American entrepreneur, investor, and New York Times bestselling author. Before founding Strive, he founded multibillion-dollar enterprises including Roivant Sciences, which he led as CEO. Vivek graduated summa cum laude from Harvard, and received his law degree from Yale while working as a hedge fund partner.
Donald Sadoway has been called an international thought leader, a visionary, and a leading developer of battery technology. Taking the approach of extreme electrochemistry, he has moved forward new battery chemistries but also innovation in metals extraction with molten oxide electrolysis, a new way to produce steel without CO2 emissions. Mitigating climate change requires radical, rapid solutions that transform our relationship with energy. Donald Sadoway is leading a wave of innovation with extreme electrochemistry and building the technology to get to carbon zero.