Rick Rule is back on In the Money with Amber Kanwar, and this
time he’s doubling down on precious metals. In this wide-ranging
conversation, the legendary resource investor explains why he
believes we’re still in the early innings of a commodities bull
market and how investors should think about energy, rare earths,
and precious metals right now.
In the listener mailbag, Rick answers a round of questions across
the resource spectrum. He says he’s a copper bull but believes it
needs a break and discusses names like Freeport-McMoRan (FCX) and
NGex (NGEX). He says he’s even more bullish on silver than
he is on gold and suggests a number of ways to play it including
New Pacific Metals (NUAG), Vizsla Silver (VZLA), AbraSilver
(ABRA), Aya Gold & Silver (AYA), Pan American Silver (PAAS)
and GoGold (GGD). He also shares his outlook on uranium
suggesting that there is still upside in Cameco (CCJ) and gives
perspective on rare earth players like Meteoric (MEI) and Aclara
Resources (ARA.TO). He also weighs in on mining focused
investment firm Dundee (DC.A.TO). From big caps to thinly traded
juniors, Rick lays out what’s worth watching and what to avoid.
Amber and Rick walk through the performance of his past picks
(ARX.TO, TOU.TO, PEY.TO) and of course, Rick reveals his latest
Pro Picks. This time he highlights three very different
opportunities: Sprott (SII.TO), the go-to brand for precious
metals exposure; EMX Royalty (EMX), a fast-growing junior royalty
company with a powerful merger story; and ExxonMobil (XOM), his
low-risk bet on the future of energy. Together, they showcase how
Rick is positioning for what he sees as a long runway ahead for
commodities.
If you want insight on where to find value in today’s volatile
markets—and which commodity plays he thinks are best positioned
for the next decade—this is an episode you don’t want to
miss.
Timestamps
00:00 Intro & details on swag giveaway
01:55 Rick Rule returns to the podcast and says we’re in the
early innings of a gold price boom
05:30 How has the last 9-months informed Rick’s view on gold and
the USD?
08:00 So is this like the 1970s?
10:20 What about the Dotcom era?
14:00 We’re in inning 3 of a 9 inning game when it comes to
gold
16:00 Rick talks about the bank he’s building
20:00 ITM Mailbag: Copper, Ivanhoe Mines (IVN, FCX,NGEX)
24:30 Junior copper players
26:20 Rick’s more bullish on silver than gold, and tells us what
he owns (New Pacific, Vista, Abra, Aya)
30:00 Not pure silver miners (Pan American, Wheaton
Precious)
33:35 Dundee Corp. stock (DC.A)
36:50 Orla Mining stock (OLA)
38:25 Rapid fire small cap questions (FMT-V, ECOR, Rare Earths,
Uranium)
44:20 Rick’s Past Picks (ARX, TOU, PEY)
48:15 Rick’s Pro Picks (SII, EMX, XOM)
Sponsors
For over 25 years, Raymond James has been helping Canadians
achieve their financial goals. Visit https://raymondjames.ca
today to discover how you can live a life well planned.
Pro Picks is brought to you by ATB Financial. Visit
https://ATB.com/inthemoney for more information
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DISCLAIMERS
The information provided in this podcast is for informational
purposes only and does not constitute financial, investment, or
professional advice.The views expressed by the host and guests
are their own and do not necessarily reflect the opinions of any
organization or company. The host and guests may maintain
positions in any securities discussed on the podcast. Always
consult with a qualified financial advisor or professional before
making any investment decisions.
In the Money delivers expert stock picks, actionable ideas, and
timely money management tips. Hosted by business journalist Amber
Kanwar, each episode features interviews with top portfolio
managers who suggest ways to achieve good returns. Covering
everything from ETFs and Canadian stocks to global investing
trends, dividend strategies, and risk management, this show is
made for DIY investors, stock market enthusiasts, and anyone
looking to sharpen their financial strategy.
Contact: questions@inthemoneypod.com
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