Rick Rule Changed His Mind on Uranium — Here’s Why…

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.

Subscribe
Notify of
guest
0 Comments
Inline Feedbacks
View all comments