Commodity Culture

'Best of the Best' Gold & Silver Miners - Rick Rule's Top Picks

15 snips
Aug 16, 2025
Rick Rule, a legendary commodities investor and CEO of Rule Investment Media, shares his insights on navigating the junior mining sector, revealing top picks in gold, silver, uranium, and oil. He discusses the potential revaluation of U.S. gold reserves and its economic implications. Rule dives into the evolving uranium market, spurred by political support for nuclear energy, while contrasting this with the undervalued oil sector. He also critiques the impact of Trump's tariffs on inflation and calls for personal accountability in investment decisions.
Ask episode
AI Snips
Chapters
Books
Transcript
Episode notes
INSIGHT

Gold Revaluation Is Mostly Symbolic

  • Revaluing US gold reserves is largely a political factoid with no lasting economic power.
  • Rick Rule says creditors can't perfect against Fort Knox and it wouldn't change the dollar long-term.
INSIGHT

Silver Junior Euphoria Has Returned

  • Silver juniors have moved from being hated to being overbought in places.
  • Rule warns that momentum can push poor projects large financings despite low economic chances.
ADVICE

Be Patient Holding High-Conviction Silver Bets

  • If you believe silver could triple, tolerate being early because long-term returns outweigh short-term carry costs.
  • Hold core positions and trim speculative adds when sentiment improves.
Get the Snipd Podcast app to discover more snips from this episode
Get the app