Legendary commodity investor Rick Rule sees weakness coming for
natural resources and thinks investors should be ready to take
advantage. In this special season premiere episode, he's here to
tell you what he's buying.
Rick Rule, President and CEO of Rule Investment Media, joins In
the Money with Amber Kanwar to kick off a new season with his
outlook for gold, oil and natural resource stocks. While higher
interest rates and a stronger U.S. dollar could weigh on
commodities through the rest of 2026, Rule remains firmly bullish
over the longer term—and says a pullback could put the assets he
wants to own “on sale.”
He explains why he believes declining purchasing power and
negative real interest rates could ultimately propel gold higher,
and why years of underinvestment could leave the oil market
facing a structural supply shortage by the end of the decade.
In the mailbag, Rule tackles viewer questions on Abaxx
Technologies (ABXX), Nations Royalty (NRC), International
Petroleum (IPCO), Athabasca Oil (ATH), Dundee Corporation (DC.A),
Vizsla Silver (VZLA), Solaris Resources (SLS), Copper Giant
Resources (CGNT) and Alphamin Resources (AFM)—digging into
everything from management and valuation to geopolitical risk and
the enormous potential rewards that can come with it.
And in Pro Picks, Rule revisits last year’s ideas—including
Sprott (SII), Exxon Mobil (XOM) and the former EMX Royalty, now
part of Elemental Royalty (ELE)—and reveals three stocks he likes
now across the risk spectrum: Agnico Eagle Mines (AEM), Equinox
Gold (EQX) and speculative play Talon Metals (TLO). On Talon,
Rule makes the stakes clear: if his exploration thesis is wrong,
investors could lose 50%. If it works, he believes the discovery
could be profound.
Like and comment for a chance to win some In the Money swag, and
now you can buy some merch at our new store! Check it out!
https://inthemoneypod.myshopify.com/
Timestamps
0:00 Trailer: Rick Rule on commodities, gold, and oil
0:39 Episode intro and season premiere setup
2:02 Disclaimer and what this episode covers
2:28 Welcome to the season premiere with Rick
Rule
4:49 Commodities near-term outlook, rates,
dollar, and inflation
6:34 Why inflation and bond yields may stay
sticky
8:34 Debt, deficits, and why the cycle feels
familiar
9:58 Lessons from the 1970s inflation era
12:52 Why falling commodity prices can be buying
opportunities
15:00 Gold, war, and negative real interest
rates
17:36 Why oil has not reacted like a true shock
yet
19:30 When oil shortages become structural
22:57 How Canada can better position itself
26:16 Rick Rule’s investing method and edge
29:55 ITM Mailbag: Abaxx Technologies and the
short report (ABAX)
32:23 Nations Royalty and Indigenous led
royalties (NRC)
36:47 International Petroleum vs Athabasca
(IPCO, ATH)
40:52 Why Dundee still matters to Rick (DC.A)
44:30 Vizsla Silver, huge upside, major risk
(VZLA)
51:01 Solaris Resources and Copper Giant (SEI,
CGNT)
52:36 AlphaMin Resources and the tin market
(AFM)
55:21 Past & Pro Picks (SII, XOM, ELE, AEM,
EQX, TLO)
1:08:05 Rick Rule off the mic, outdoors,
reading, mentoring
Sponsors
Thank you to our partners at ATB Financial. ATB Cormark Capital
Markets is a leading North American investment firm providing
holistic corporate and capital markets advice and full-service
financial solutions. Visit https://ATB.com/inthemoney for more
information.
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.
Thank you to our partners at Hamilton ETFs. For more information
visit https://hamiltonetfs.com
All the charts you’ll see today are sponsored by Wealthsimple
Trade. The self-directed trading platform built for active
traders in Canada. Learn more at
https://app.wealthsimple.com/74rd/83ftma8x
Support for this podcast is brought to you by EQB – the company
behind EQ Bank, Canada’s Challenger Bank. For more information
visit https://www.eqbank.ca/
The Closing Bell is sponsored by The Haliburton Post House:
private executive retreats in Ontario's Haliburton Highlands.
Reserve your Fall 2026 or Spring 2027 dates at The Haliburton
Post House. Mention In the Money for $1000 off your reservation!
E-mail
info@haliburtonposthouse.ca for more information.
Links
https://inthemoneypod.com/
https://instagram.com/inthemoneypod
https://facebook.com/profile.php?id=61569721774740
https://twitter.com/inthemoneypod
https://tiktok.com/@inthemoneypod
questions@inthemoneypod.com
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
#IntheMoney #Investing #StockMarket #CanadianInvesting
#FinancialNews
Kommentare (0)
Melde dich an, um einen Kommentar zu schreiben.