From Gold to Gas: Rick Rule’s Massive Commodities Pivot

In it to Win it, Released on 10/30/25

In this exclusive Rule Classroom Plus session, Steve Barton sits down with Rick Rule for a deep and wide-ranging conversation on the global commodities landscape and his latest investment pivots. Rick opens up about selling 25% of his junior gold holdings, reallocating capital into physical gold and oil & gas, and why he believes buying what’s hated is the key to outsized returns. Rick also breaks down a fascinating helium opportunity, discusses the rise of uranium and rare earths, and shares insights on Battle Bank’s official launch in early 2026. He explains how he’s positioning ahead of the next commodities super cycle, why the U.S. government’s nuclear initiatives matter, and how investors can prepare for the coming shifts in gold, energy, and strategic materials. Stay until the end as Rick discusses his upcoming joint venture course with the Colorado School of Mines, the Golden Triangle Bootcamp, and why disciplined education is the real edge in resource investing. Like, Share, and Subscribe for more expert insights. Join our community to access premium Q&A sessions!

00:00 – Rick Rule on Battle Bank’s progress & official 2026 launch
01:31 – Why Rick sold 25% of his junior gold positions
02:47 – How he reinvested into physical gold & oil/gas
03:28 – The helium business: from waste to opportunity
04:36 – Legendary oil investor returns from retirement
06:27 – The psychology of great speculators & risk/reward
10:54 – Rick’s PTPOC rule: past the point of concern
12:12 – Pembina Pipeline: oil infrastructure favorite
12:25 – Largo & vanadium: lessons from a losing trade
13:32 – How to cut 25 precious metal stocks to your top 5
14:51 – New $5,000 Colorado School of Mines valuation course
18:46 – Rick’s top uranium holdings & U.S. nuclear revival
22:26 – Manduro’s private placement & growth strategy
24:41 – Greatland Gold, Artemis Gold, and Luca Mining
28:54 – Doing business safely in cartel-controlled regions
31:50 – Midstream vs. downstream oil: where Rick invests
34:04 – When to sell rare earths & why hate is over
36:22 – U.S. vs. China: the rare earths showdown
40:27 – Global scramble for critical minerals & capital
42:57 – Meg Energy buyout & Canadian oil consolidation
43:25 – Skina Gold permitting risk in British Columbia
44:46 – Golden Triangle Bootcamp announcement
45:43 – Bear Creek Mining & silver price leverage
48:40 – Discovery Silver & Tony Makuch’s bold plan
51:21 – Ring of Fire: massive untapped potential
53:21 – Dundee Corp & the Goodman family legacy
56:49 – Royal Gold: the cheapest royalty major?
58:05 – Upcoming live events & Rick’s final investing advice

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 co-founder of Battle Bank and founder of Rule Investment Media.

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