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
Crime Junkie
Does hearing about a true crime case always leave you scouring the internet for the truth behind the story? Dive into your next mystery with Crime Junkie. Every Monday, join your host Ashley Flowers as she unravels all the details of infamous and underreported true crime cases with her best friend Brit Prawat. From cold cases to missing persons and heroes in our community who seek justice, Crime Junkie is your destination for theories and stories you won’t hear anywhere else. Whether you're a seasoned true crime enthusiast or new to the genre, you'll find yourself on the edge of your seat awaiting a new episode every Monday. If you can never get enough true crime... Congratulations, you’ve found your people. Follow to join a community of Crime Junkies! Crime Junkie is presented by audiochuck Media Company.
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.
New Heights with Jason & Travis Kelce
Football’s funniest family duo — Jason Kelce of the Philadelphia Eagles and Travis Kelce of the Kansas City Chiefs — team up to provide next-level access to life in the league as it unfolds. The two brothers and Super Bowl champions drop weekly insights about the weekly slate of games and share their INSIDE perspectives on trending NFL news and sports headlines. They also endlessly rag on each other as brothers do, chat the latest in pop culture and welcome some very popular and well-known friends to chat with them. Check out new episodes every Wednesday. Follow New Heights on the Wondery App, YouTube or wherever you get your podcasts. You can listen to new episodes early and ad-free, and get exclusive content on Wondery+. Join Wondery+ in the Wondery App, Apple Podcasts or Spotify. And join our new membership for a unique fan experience by going to the New Heights YouTube channel now!