The David Lin Report ‘Reckoning Is Coming’: Rick Rule’s Shocking Forecast For Gold, Oil, Dollar
9 snips
Dec 11, 2025 
Rick Rule, a renowned resource investor and co-founder of Battle Bank, shares his bold predictions about the future of gold, oil, and the U.S. dollar. He forecasts a potential drop in gold prices of 30-50% before targeting $5,000-$10,000. Rule warns of a looming 75% loss in the dollar's purchasing power and discusses the impact of global policy divergence. He also highlights upcoming earnings surprises for silver and energy sectors, driven by a decade of underinvestment, which could lead to surging prices.
AI Snips
Chapters
Transcript
Episode notes
Dollar Purchasing Power Risk
- Rick Rule expects the US dollar to lose about 75% of its purchasing power over the next decade.
- He warns this reflects politicized rates and abandonment of dollar integrity by policymakers.
Harvest Gains, Rotate To Quality
- Rick sold 25% of his junior mining holdings to eliminate downside and recycled proceeds into higher-quality names and oil & gas.
- Do harvest gains and redeploy into perceived higher-quality or undervalued sectors rather than add new capital to overpriced juniors.
Retail Inflows Boost Metals Momentum
- Generalist money is entering precious metals, driving silver to outpace gold in recent weeks.
- Rising producer free cash flow and earnings surprises should lift valuations across the sector.