Artwork for podcast Top Traders Unplugged
GM39: The Secrets of a Natural Resource Speculator ft. Rick Rule
12th April 2023 • Top Traders Unplugged • Niels Kaastrup-Larsen
00:00:00 01:21:49

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Join us for an insightful and personal conversation with Rick Rule, a renowned investor and speculator with decades of experience in sub $1,000,000,000 market capitalisation public and private issuers in natural resource industries. With a track record of structuring and leading numerous debt and equity issuances for resource companies worldwide, Mr. Rule shares his expertise on navigating the complexities of this unique market. As a sought-after speaker at investment conferences, he offers valuable insights into the natural resource industry's future and how to make informed investment decisions. In this episode, Mr. Rule discusses his personal investment philosophy as well as some of the wildest speculations that he has done in his career. Tune in for an engaging conversation with one of the industry's top experts.

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Episode TimeStamps:

02:41 - Introduction to Rick Rule

04:16 - Financial experimentation and taking bets

16:35 - Commodities and the state of the economy

28:37 - Themes in resourcable markets

30:47 - Inflation - a political phenomenon?

38:57 - Are we seeing a change in ESGs?

44:26 - The pushback by the lower class

49:48 - Is owning gold becoming pointless?

56:14 - Central banks buying - a sign of demand?

01:00:40 - Finding convex ways to invest in gold

01:06:49 - Too much hype in the narrative?

01:11:57 - Being a contrarian

01:14:15 - Learn more about Rick and his work



Copyright © 2023 – CMC AG – All Rights Reserved

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