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Palisades Gold RadioAuthor: Collin Kettell
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Rick Rule: A ‘Generational Opportunity’ In Gold Miners, ‘Substantially’ Higher Gold Prices Ahead
Friday, 25 September, 2026
Stijn Schmitz welcomes back Investor, Speculator, Founder & CEO of Rule Investment Media, Rick Rule to the show. Mr. Rule begins by discussing his current focus on preparing for increased market volatility by deeply re-valuing his major holdings, emphasizing the importance of understanding value over price to capitalize on market fluctuations. He notes that while few sectors are truly hated now, geopolitical war zones and lesser-known jurisdictions like Ivory Coast and Kazakhstan present unique opportunities. Addressing gold, Rule expresses a substantially higher outlook over five years, though he warns of short-term headwinds from rising US interest rates. He draws parallels to the 1970s, explaining that high interest rates and a rising gold price can coexist if driven by inflation fears, but also highlights the current environment’s worse government debt ratios and less favorable demographics, balanced by technological advances. The conversation shifts to gold miners, with Rule bullish on their potential to outperform the metal due to structural underinvestment in exploration, driving significant merger and acquisition activity. He identifies strategic, tactical, and arbitrage-driven acquisitions as key themes for the sector, noting that single-asset producers are prime takeover targets. On energy, Rule remains long-term bullish on oil due to chronic underinvestment in sustaining capital, though he cautions that a near-term resolution to geopolitical conflicts could cause a sharp price drop. He concludes with advice for resource investors: do the necessary fundamental work, maintain patience for multi-year holds, and cultivate tolerance for volatility. Finally, Rule directs listeners to his free resources at ruleinvestmentmedia.com, the Rule Classroom, and his bank, Battle Bank. Timestamps: 00:00:00 – Introduction 00:01:03 – Preparing for Market Volatility 00:04:31 – Investing in Hated Sectors 00:05:28 – Raising Cash for Opportunities 00:07:53 – Gold Price Outlook 00:11:12 – Parallels to the 1970s 00:12:30 – Technology and Demographics 00:17:30 – Debt, Inflation, & GDP 00:22:04 – Gold as Portfolio Liquidity 00:31:30 – Gold Miners Leverage Potential 00:33:00 – Mining M&A Opportunities 00:46:00 – Energy Sector Analysis 00:52:50 – Rule Investment Media Guest Links: X: https://x.com/@realrickrule Website: https://ruleinvestmentmedia.com YouTube: https://www.youtube.com/@RuleInvestmentMedia Classroom: https://ruleclassroom.com Battle Bank: https://battlebank.com Rick Rule has dedicated his entire adult life to many aspects of natural resources securities investing. Besides the knowledge and experience gained in a long and focused career, he has a global network of contacts in the natural resources and finance sectors. Mr. Rule is a frequent speaker at industry conferences and is regularly interviewed for radio, television, print, and online media outlets concerning natural resources investment and industry topics. Prominent natural resources-oriented newsletters and advisories frequently quote him. Mr. Rule and his team have expertise in many resource sectors, including agriculture, alternative energy, forestry, oil and gas, mining, and water.
