The Big Skinny Banking on Bullion: Gold, Oil & the Fintech Disruption You Didn’t See Coming
18 snips
Nov 3, 2025 
Rick Rule, a renowned natural-resources investor known for his contrarian views, joins fintech disruptor Frank Trotter to delve into the booming resource market. They discuss the ongoing gold rally and its potential to ignite broader commodity interest. Rick highlights the underinvestment in oil, suggesting it's a prime opportunity for investors. The duo also explores the strategic importance of rare earth metals and the innovative offerings of Battle Bank, hinting at a digital banking revolution tied to precious resources.
AI Snips
Chapters
Transcript
Episode notes
Rare Earths: Supply Not Scarcity
- Rare earth elements are not geographically rare but the U.S. lacks refining and production capacity.
- China controls ~90% of production, creating a strategic supply-chain chokehold that will take years to fix.
Use ETFs To Enter Rare Earths
- Start with ETFs to gain diversified exposure to rare earths rather than single-stock bets.
- Lou recommends the VanEck Rare Earths and Strategic Metals ETF as a toehold position.
Deferred Capex Signals Future Oil Tightness
- The oil and gas sector is generating record free cash flow while deferring sustaining capital.
- Deferred investment now implies tighter supply and higher prices by 2027–2028.