In this episode of the Planet MicroCap Podcast, recorded a couple weeks ahead of Planet MicroCap Las Vegas, I spoke with Rick Rule - Founder and CEO of Rule Investment Media and co-founder of Battle Bank - for a wide-ranging conversation on natural resources, gold, and where Rick thinks the smart money is quietly moving next.
A note worth flagging before you listen: when we recorded this, Rick called gold north of $3,000 and said we were 20 years into a 30-year bull market. Gold has since crossed $4,000 - make of that what you will. We break down why Rick thinks the bull run still has a decade left, why he trimmed his junior miners and redeployed into royalty streamers, what he considers the most misread commodity setup right now, and why uranium's fundamental case has quietly changed in a way most investors still haven't caught up to. We also get into rare earths, copper, and his new venture, Battle Bank.
For more information about Rule Investment Media, please visit: https://www.ruleinvestmentmedia.com/
Chapters:
00:00 Introduction and Rick Rule's Market Perspective
00:21 Rick Rule's Background and Investment Philosophy
01:24 Gold Price Surge and Market Cycles
03:30 Why Generalist Capital Is Still Hesitant in Juniors
04:56 The Long-Term Bull Market in Gold and Resources
06:18 US Debt, Inflation, and Gold's Future
08:44 The Role of Political Risk in Resource Investing
23:55 Uranium's Resurgence and Energy Security
28:16 Rare Earths: Myths, Realities, and Opportunities
34:14 AI and Its Impact on Commodities and Resources
38:59 Introduction to Battle Bank and Its Unique Features
43:54 What Could Make Rick Rule Bearish on Gold
45:34 The Future of US Debt and Currency Deterioration
46:38 How to Connect with Rick Rule and Resources
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