The Most Misread Commodity Setup with Rick Rule, Founder & CEO of Rule Investment Media

In this episode of the Planet MicroCap Podcast, recorded a couple weeks ahead of Planet MicroCap Las Vegas, I spoke with Rick Rule - founder and CEO of Rule Investment Media and co-founder of Battle Bank - for a wide-ranging conversation on natural resources, gold, and where Rick thinks the smart money is quietly moving next.

A note worth flagging before you listen: when we recorded this, Rick called gold north of $3,000 and said we were 20 years into a 30-year bull market. Gold has since crossed $4,000 - make of that what you will. We break down why Rick thinks the bull run still has a decade left, why he trimmed his junior miners and redeployed into royalty streamers, what he considers the most misread commodity setup right now, and why uranium’s fundamental case has quietly changed in a way most investors still haven’t caught up to. We also get into rare earths, copper, and his new venture, Battle Bank.

For more information about Rule Investment Media, please visit: https://www.ruleinvestmentmedia.com/

Chapters:

00:00 Introduction and Rick Rule’s Market Perspective

00:21 Rick Rule’s Background and Investment Philosophy

01:24 Gold Price Surge and Market Cycles

03:30 Why Generalist Capital Is Still Hesitant in Juniors

04:56 The Long-Term Bull Market in Gold and Resources

06:18 US Debt, Inflation, and Gold’s Future

08:44 The Role of Political Risk in Resource Investing

23:55 Uranium’s Resurgence and Energy Security