Triangle Investor, Released on 2/16/26 (Recorded on 2/13/26)

Legendary investor Rick Rule delivers a bold 2026 outlook on commodities, warning of an epic opportunity in the oil and gas sector due to massive global underinvestment in sustaining capex—predicting oil prices could surge to $85–$90 per barrel in the next 3–4 years amid structural supply deficits. He reveals his portfolio shifts: selling a significant portion of physical silver after its run-up to redeploy into leveraged silver equities, quality oil names like Exxon, Chevron, and high-yielding Canadian producers (Suncor, Canadian Natural, and more), plus plans to get more aggressive on speculative juniors in the last unloved sector—conventional offshore and frontier exploration in emerging markets, where one success could deliver 20x returns. Rick also covers the ongoing gold bull market as a long-term purchasing power hedge (with USD potentially losing 75% value over a decade), copper as the next major bull play from chronic deficits and electrification demand, and his steady stance on uranium via Cameco and physical holdings. Don’t miss this must-watch deep dive into contrarian natural resource investing, macro warnings, and Rick’s picks for profiting from hated sectors—subscribe for more expert commodity insights!

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.

  gold, investing, oil, silver, uranium