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.