

Rick Rule LIVE (Gold, Uranium, Commodities Deep Dive)
43 snips Jan 20, 2025
Rick Rule, a seasoned commodities expert, shares his deep knowledge of the natural resource sector. He delves into the historical resilience of gold mining in Colombia and discusses the evolving dynamics of gold, oil, and natural gas markets. The conversation highlights the crucial link between energy access and economic mobility in emerging markets. Rule also examines the potential of uranium as a key player in meeting future energy demands, alongside investment opportunities within the sector. His insights illuminate the complex interplay of resources and global markets.
AI Snips
Chapters
Transcript
Episode notes
Marmato's Dangerous Past
- Rick Rule and George Gammon discuss Marmato, Colombia, where gold mining has persisted for centuries.
- Rule recounts a harrowing helicopter trip in the early 90s, navigating dangers posed by narcotraficantes and guerillas.
Modern Marmato's Security
- George Gammon describes modern Marmato, noting a new town with amenities but similar mining practices.
- He shares a shopkeeper's explanation for the town's safety: thieves are instantly shot, ensuring security.
Energy Market Insights
- Rick Rule discusses the state of oil and gas markets, predicting the end of the natural gas bubble.
- He explains that overproduction in North America has kept prices low, but infrastructure investments and reshoring will drive prices up.