Lead-Lag Live cover image

Rick Rule on Price Controls, Gold Investment Strategies, and Natural Resource Market Dynamics

Lead-Lag Live

00:00

Investment Challenges in Industrial Commodities

This chapter addresses the critical under-investment in industrial commodities, particularly metals, and analyzes the potential supply issues arising from inadequate production capacities. It also explores the complexities and political risks of investing in mining stocks across different regions, stressing the importance of nuanced understanding in investment decisions.

Play episode from 17:41
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app