Hanging Out in Hated Places with Rick Rule

In today’s episode, we’re joined by renowned resource investor Rick Rule to explore where the most overlooked pockets of value lie in the market.

Our conversation covers the most beaten-up parts of the market, whether there’s merit in playing the ‘picks n shovels’ approach to resources, how the financing side of the industry continues to evolve, his views on the latest government intervention in the sector, and plenty more.

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TIMESTAMPS

(00:00) Introduction: Neglected Sectors 
(01:29) Oil and Gas 
(04:34) Government Influence on Commodities (09:29) Rare Earths and Global Supply Chains 
(15:54) Uranium Market Dynamics 
(26:28) Natural Resource Financing 
(28:21) Streaming and Royalties 
(35:08) Gold and Copper Miners 
(36:12) Barrick's Future 
(41:36) Mining Services Businesses 
(49:01) Lithium Market Insights 
(51:53) Vanadium and Nickel 
(56:49) Silver and Tin 
(01:03:11) Contrarian Views and the US Dollar 

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PARTNERS

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DISCLAIMER

All information in this podcast is for education and entertainment purposes only and is of general nature only. Please ensure you read our ⁠⁠⁠⁠⁠full disclaimer⁠⁠⁠⁠⁠.