Macroscopic Podcast

Rick Rule: The Coming Resource Shortage Will Be Historic

Macroscopic Podcast

Show Notes

Rick Rule returns to the Macroscopic Podcast for a timely conversation on gold, silver, copper, oil, platinum, interest rates, and the next phase of the natural resource bull market.

After a major correction in precious metals and mining stocks, Rick explains why lower prices may not be bad news for long-term investors and why he believes the “easy money” in resources may be gone, while the “sure money” could still lie ahead.

In this episode, we discuss the outlook for gold and silver, the impact of higher U.S. interest rates, the pressure on the Federal Reserve, and why Rick believes political leaders may eventually lose their nerve. We also explore the structural shortages forming in copper, oil, and energy markets, the long lead times required to bring new supply online, and why underinvestment in natural resources could shape the next decade.

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