WTFinance, Released on 10/1/23 (Recorded on 9/29/23)

On this episode of the WTFinance podcast I had the pleasure of speaking with Rick Rule – Former President & CEO of Sprott U.S. Holdings with decades of experience in the commodities business. During our conversation we spoke about what Rick is currently seeing in the commodity market, potential supply gap for many commodities, who will be the winners in this scenario, whether a supply shock can be prevented and more!

0:00 – Introduction
0:15 – What Rick is currently seeing in the commodity markets?
2:18 – Short term risk of recession followed by commodity bull market
3:38 – Is there a way to fill the supply gap?
5:11 – Positive impact of innovations
6:45 – Which commodities will have the worst supply/demand gap?
9:22 – Winners in battery, industrial and precious metals?
14:36 – Precious metals diversification for bonds?
19:17 – Gold and Silver to act similarly?
21:12 – One message to takeaway from our conversation?

Rick Rule, founder and chairman of Sprott Global Resource Investments Ltd., began his career in the securities business in 1974. He is a leading American retail broker specializing in mining, energy, water utilities, forest products and agriculture. His company has built a national reputation on taking advantage of global opportunities in the oil and gas, mining, alternative energy, agriculture, forestry and water industries. He is also the founder of Rule Investment Media.

  commodities, investing, natural resources