In today’s episode, we’re joined by renowned resource investor Rick Rule to explore where the most overlooked pockets of value lie in the market.
Our conversation covers the most beaten-up parts of the market, whether there’s merit in playing the ‘picks n shovels’ approach to resources, how the financing side of the industry continues to evolve, his views on the latest government intervention in the sector, and plenty more.
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TIMESTAMPS
(00:00) Introduction: Neglected Sectors
(01:29) Oil and Gas
(04:34) Government Influence on Commodities (09:29) Rare Earths and Global Supply Chains
(15:54) Uranium Market Dynamics
(26:28) Natural Resource Financing
(28:21) Streaming and Royalties
(35:08) Gold and Copper Miners
(36:12) Barrick's Future
(41:36) Mining Services Businesses
(49:01) Lithium Market Insights
(51:53) Vanadium and Nickel
(56:49) Silver and Tin
(01:03:11) Contrarian Views and the US Dollar
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PARTNERS
Thank you to the mining services businesses that make this content possible:
· Axis Mineral Services – Crushing services for all requirements in mining, milling & civil applications | jason.orourke@axisminerals.com.au
· Sandvik Ground Support – The only ground support you’ll ever need
· Africa Down Under – Get your tickets for Australia’s premier African-focused conference, running from Sept 3 – 5
· Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial
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• Email us Word on the Decline: gc@moneyofmine.com
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DISCLAIMER
All information in this podcast is for education and entertainment purposes only and is of general nature only. Please ensure you read our full disclaimer.