

Rick Rule & Josef Schachter - Commodities Bull Market, Gold’s Next Leg Higher, and Energy Buy Signals
14 snips Aug 30, 2025
Join Joseph Schachter, founder of the Schachter Energy Report, and Rick Rule, founder of Rule Investment Media, as they dissect the exciting commodities bull market. Schachter shares insights on oil investment strategies amid geopolitical tensions and energy equities. Rule highlights precious metals driven by U.S. dollar concerns, along with the copper supply crunch. They discuss missed opportunities for generalist investors and advise on navigating energy stocks that promise robust dividends amid rising global demand.
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Two Separate Commodities Bull Markets
- Rick Rule says there are two distinct bull markets: precious metals and broader commodities with different drivers.
- Precious metals rally stems from fear about fiat purchasing power while commodities depend on supply shortages and economic demand.
Dollar Decline Drives Gold Demand
- Rick Rule expects a long-term collapse in dollar purchasing power and continued gold appreciation.
- He projects roughly a 75% decline in U.S. dollar purchasing power over the next decade as a driver for gold.
Prepare For Generalist Inflow
- Watch for generalist investors to enter precious metals; current market share is only about 0.5% versus a 2% historical mean.
- If generalists arrive, expect substantial upside as demand can potentially quadruple from current U.S. allocation.