Rare Earths: China’s Dominance and US Capacity Gap

This week on The Big Skinny, Lou Basenese dives into the resource renaissance with Rick Rule, the ultimate natural-resource insider, and Frank Trotter, banking veteran turned fintech disruptor behind Battle Bank and EverBank. The trio unpack how gold’s rally is lighting the fuse for a wider commodities boom, why oil is the next trade Wall Street’s missing, and how rare earth metals could reshape the AI and energy supply chain. Plus, Lou weighs in on biotech’s rebound, earnings season shake-ups, market bubble talk, and the ominous technical indicators flashing beneath the surface.