Real Vision: Finance & Investing Rick Rule: The Energy and Commodities Angle ft. Tracy Shuchart
6 snips
Oct 8, 2023 
Rick Rule, President and CEO of Rule Investment Media, and Tracy Shuchart, CEO and founder of Hilltower Resource Advisors, delve into the macro implications and outlook for energy and commodities. They discuss topics such as inflation rates, labor shortages, investing in commercial real estate, peak oil's impact on the oil and gas industry, potential revival of the natural gas industry, demand for natural gas, coal, and uranium, challenges in energy production, and the macroeconomic perspective of energy and materials.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 6min
Labor shortages, inflation, interest rates, and the potential for a recession
05:50 • 6min
Investing in Commercial Real Estate and the Decline of Globalization
11:41 • 7min
Peak Oil and the Impact on Investments in the Oil and Gas Industry
18:16 • 7min
Allocation of Capital and Potential Revival of North American Natural Gas Industry
25:38 • 4min
Present and Future Demand for Natural Gas, Coal, and Uranium
29:15 • 14min
Challenges and Time Horizons in Energy Production
43:45 • 15min
The Impact of Energy and Materials on the Broader Macroeconomic Perspective
58:34 • 2min