Rule Investment Media, Released on 2/20/22 (Recorded on 2/18/22)
0:00 Rick’s uranium thesis
02:13 Comments on the general market environment
05:44 Mistaking liquidity for brains
13:28 Cash as an insurance policy
15:01 Multiple simultaneous risks emerge in the market
20:19 Canada’s emergency action against protesters
26:37 The reason Rick (and Warren Buffett) like capital intensive businesses
30:44 Charlie Munger’s comments on inflation
33:47 What would Rick do in this inflationary environment if he still ran a restaurant?
37:38 Why isn’t gold up more this year?
41:16 Gold miners are up this year
43:17 How Rick values gold miners
44:05 Junior miners have not kept pace with the large producing companies, and they shouldn’t
45:48 The reason Rick changed his outlook on uranium (again)
49:52 Announcing Rick’s Uranium Bootcamp (Online Mar. 19)
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.