Rick Rule, president and CEO of Rule Investment Media and co-founder of Battle Bank, joins the Julia La Roche Show to explain why he remains surprised by economic resilience despite mounting challenges, breaks down why gold could reach $9,000-$10,000 as governments inflate away debt obligations, and shares specific sectors he sees as undervalued including oil & gas, community banks, and wholesale insurance. Rule also provides a sobering analysis of America's $130+ trillion in total obligations, explains why the government will likely choose gradual inflation over outright default, and offers advice for younger generations on navigating what he expects to be a challenging decade ahead.
Register for the Rick Rule Symposium 2025.
Timestamps:
00:00 Welcome to Rick Rule
01:01 Economic resilience despite challenges
02:52 Winners and losers in current economy
03:16 Warning signs: Fed losing control of long yields
04:33 Value opportunities in out-of-favor stocks
05:26 Gold price outlook and analysis
07:34 Real inflation vs CPI discussion
08:33 Foreign government gold buying
10:59 Price targets and Warren Buffett's wisdom
12:06 1970s inflation comparison
14:01 Impact of high inflation environments
17:13 Entitlement obligations analysis
19:37 Social Security reform discussion
23:00 10-year reckoning outlook
24:59 Department of Government Efficiency critique
28:15 Solutions to government spending
30:23 Monetary reset scenarios
35:04 Investment opportunities discussion
39:07 Canadian political outlook
44:46 Portfolio positioning and cash levels
47:48 Closing thoughts and upcoming events
Links:
Rick Rule Symposium: https://registration.allintheloop.net/register/event/rick-rule-symposium-2025-ccha?via=julia
Rule Investment Media: https://ruleinvestmentmedia.com