Adam Rozencwajg is a managing partner at Goehring & Rozencwajg, a New York City-based investment firm that focuses on natural resources. In this episode, he explains why the “undercapitalized and underloved” oil and gas sector is going to continue seeing big profits, why rising interest rates and higher commodity prices are slamming the renewable sector, why EROEI -- energy return on energy invested -- is key to understanding our energy and power systems, and why, in his words, “nuclear power really gives me hope.”