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 28:16 Rare Earths: Myths, Realities, and Opportunities 34:14 AI and Its Impact on Commodities and Resources 38:59 Introduction to Battle Bank and Its Unique Features 43:54 What Could Make Rick Rule Bearish on Gold 45:34 The Future of US Debt and Currency Deterioration 46:38 How to Connect with Rick Rule and Resources

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This presentation is for informational purposes only and should not be construed as a recommendation to purchase or sell any security referenced herein. Planet MicroCap Holdings LLC and MicroCapClub LLC (collectively, “we” or “our”) are not licensed brokers nor registered investment advisors. We, our partners, contractors, members, subscribers, guests, or affiliates may or may not hold positions in one or more of the securities mentioned in this presentation and may trade in such securities at any time. We may have received cash compensation from one or more participants for presenting at past, present, or future events. We recommend you consult a licensed investment adviser, broker, or legal counsel before purchasing or selling any securities referenced in this presentation.

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

Planet MicroCap Podcast | MicroCap Investing Strategies

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