In this conversation with Adam, we managed to combine 3 of my favorite topics - AI, energy, and investing. We talked about applying AI to solve the oil wells’ productivity surge puzzle, building an ML system in the environment of an investment firm, Adam’s views on the solar, wind, and nuclear, as well as the future energy supply breakdown in the US, Europe, China, and India.
Adam is a Managing Partner of Goehring & Rozencwajg. Goehring & Rozencwajg (G&R) is a fundamental research firm focused exclusively on contrarian natural resource investments with a team with over 30 years of dedicated resource experience. G&R is an SEC Registered Investment Advisor.
0:00 Goehring & Rozencwajg Profile. Lessons from 30 years investing energy and minerals
12:26 Applying AI to the fundamental research & Solving the doubling of oil wells’ productivity puzzle
37:26 Global fossil fuels supply picture
47:10 Solar & Wind as sources of energy
54:29 Nuclear energy
58:56 The future global energy landscape
Links:
Web: gorozen.com
Letters: http://gorozen.com/research/commentaries
US geological survey: https://www.usgs.gov/
Twitter: @GoRozen
Linkedin: https://www.linkedin.com/company/goehring-&-rozencwajg-associates-llc/
Video on the history of energy: https://www.youtube.com/watch?v=Jz75yScqPpQ
At forward we invest in visionary leaders who move the world forward. Learn more at https://dawn-gv.com
Contact us at forward@dawnglobalventures.com
Popular Podcasts
United States of Kennedy
United States of Kennedy is a podcast about our cultural fascination with the Kennedy dynasty. Every week, hosts Lyra Smith and George Civeris go into one aspect of the Kennedy story.
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
Dateline NBC
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com