In this in-depth interview, Rick Rule joins us to break down the latest developments in gold, silver, uranium, oil, and global energy markets. Rick explains why the recent gold pullback is completely normal within a long-term bull market, what’s really behind Turkey’s gold sale, and how liquidity stress could be building across global markets. He also shares a powerful outlook on uranium as the ultimate energy security asset, discusses the risk of a global energy crisis driven by geopolitical tensions in the Persian Gulf, and reveals what he is currently buying in the market — including undervalued gold juniors. This interview is packed with macro insights, commodity analysis, and long-term investment strategies for investors navigating uncertainty in 2026.
🗓️ Recording date: March 27, 2026
📖 Chapters
00:00 Intro
01:04 – Turkey sells gold: what it means
03:18 – Gold & silver pullback explained
05:59 – Energy market risks & global tensions
06:22 – Oil supply disruption & recession risk
09:50 – Oil outlook if conflict de-escalates
10:42 – Why oil stocks lag oil prices
12:37 – Uranium & energy security explained
15:26 – Uranium demand & Japan restarts
17:57 – Uranium supply risks & long-term outlook
19:22 – Sprott uranium trust & market impact
22:20 – Is uranium bull market on track?
23:35 – Silver strategy & why Rick sold
26:33 – Coal investment outlook
28:01 – Rare earths: opportunity or hype?
31:33 – What Rick Rule is buying now
34:39 – Gold juniors: explorers vs producers
36:14 – Portfolio rankings & upcoming events
39:21 – Closing remarks
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