In this exclusive interview, legendary natural resources investor Rick Rule shares his bold 2026 outlook on commodities, declaring the gold bull market still in its early-to-mid stages while a broader supercycle looms for industrial metals like copper and oil. With gold prices soaring past $2,700 and silver outperforming dramatically, Rick reveals his current portfolio allocation—around 40% in cash and liquids, shifting heavily into undervalued oil & gas, and selective gold equities—and dives deep into top mining stocks including GoldMining Inc., Royal Gold, McEwen Mining, Hot Chili, Chalice Mining, and more. He discusses the coming M&A explosion in junior miners, why many are historically undervalued, the revolutionary role of AI in resource investing, and essential advice for young investors looking to outperform in the sector. Don't miss these timeless insights from one of the industry's most respected voices—perfect for anyone interested in gold, silver, mining stocks, and commodity supercycles!

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🗓️ Recording date: December 17, 2025

📖 Chapters
00:00 Intro
00:48 – Rick Rule Symposium promo (Boca Raton July 6-10)
05:22 – 2026 outlook: Gold bull, silver breakout, supercycle coming
08:42 – Portfolio: 40% cash, oil & gas focus
11:53 – Position sizing & memos
15:09 – AI in investing
18:33 – Juniors undervalued + M&A wave
26:10 – GoldMining Inc. (long-term hold)
28:30 – Fury Gold Mines (turning around)
29:32 – Highgold & Southern Silver (doesn't own)
30:34 – Osisko Development (owns)
33:01 – Scottie Resources (small position)
34:45 – McEwen Mining (owns, copper upside)
36:07 – Royal Gold (loves royalty model)
37:45 – Sovereign Metals (tier-one potential)
40:24 – Silver Tiger & explorers (strict benchmarks)
41:31 – Copper Giant (owns)
44:21 – Hot Chili (owns, gigantic deposit)
45:53 – Chalice Mining (small position, nickel)
47:18 – Lotus (no opinion)
47:33 – Global Atomic (political risks)
50:21 – Denison Mines (questions ISR)
51:23 – Advice for young investors
53:02 – Portfolio ranking & wrap-up