Rick Rule, an investor and CEO of Rule Investment Media with nearly 50 years in natural resources, shares compelling insights on commodity markets. He predicts significant growth in gold as U.S. dollar purchasing power declines, suggesting a threefold price increase for the precious metal. Rule remains bullish on oil and gas, deeming them essential for decades, and calls companies like Exxon undervalued. He also highlights underinvested commodities like copper and nickel, cautioning about environmental costs in nickel production while identifying long-term opportunities.
57:49
forum Ask episode
web_stories AI Snips
view_agenda Chapters
auto_awesome Transcript
info_circle Episode notes
insights INSIGHT
Dollar Decline Could Lift Gold Dramatically
Rick Rule expects the US dollar's purchasing power to fall ~75% over the next decade, mirroring the 1970s.
He argues this could translate to a roughly threefold nominal rise in gold, albeit with volatility and cycles.
volunteer_activism ADVICE
Match Gold Strategy To Your Timeframe
If you can hold gold for five to ten years, Rick says now is a good entry point.
Traders who fear short-term volatility should take profits and reduce speculative exposure.
insights INSIGHT
Hidden Liabilities Inflate Fiscal Risk
Off-balance-sheet US liabilities (Medicare, Social Security, pensions) create massive fiscal strain.
Rick cites CBO figures implying roughly $150 trillion of obligations versus ~$5 trillion annual federal receipts.
Get the Snipd Podcast app to discover more snips from this episode
Stijn Schmitz welcomes Rick Rule to the show. Rick Rule is Investor, Speculator, Founder & CEO of Rule Investment Media. In this comprehensive discussion, Rule provides deep insights into commodity markets, focusing on gold, oil, and various other resources. Regarding gold, Rule believes the precious metal is positioned for significant growth over the next five to ten years. He anticipates a potential 75% decline in the US dollar's purchasing power, which could translate to a three-fold increase in gold's nominal price. Rule emphasizes that while gold's trajectory won't be a smooth ascent, investors should be prepared for volatility and cyclical movements. In the energy sector, Rule is particularly bullish on oil and gas. He argues that despite narratives about alternative energy, fossil fuels will remain the dominant global energy source for decades. He sees tremendous value in companies like Exxon, which he believes is trading at a 50% discount to its net present value. Rule suggests that the industry's ongoing infrastructure investments and technological advancements make oil and gas an attractive investment opportunity. Rule also shares perspectives on various commodities, including nickel, copper, zinc, and uranium. He highlights the significant underinvestment in these sectors over the past decades, which creates potential long-term investment opportunities. For instance, he sees a substantial copper supply deficit emerging in the next five years due to decades of underinvestment. Beyond commodities, Rule discusses his involvement with Rule Investment Media and Battle Bank, offering investors resources to analyze natural resource stocks and providing innovative banking services. He encourages investors to conduct thorough research, be patient, and look for opportunities in sectors experiencing market disfavor. Throughout the conversation, Rule's investment philosophy emphasizes understanding long-term trends, focusing on high-quality producers, and being willing to take calculated risks in undervalued sectors. His approach combines deep industry knowledge with a pragmatic, patient investment strategy.
Palisades Gold Radio 