Rick Rule, president and CEO of Rule Investment Media and co-founder of Battle Bank, joins the Julia La Roche Show to explain why he remains surprised by economic resilience despite mounting challenges, breaks down why gold could reach $9,000-$10,000 as governments inflate away debt obligations, and shares specific sectors he sees as undervalued including oil & gas, community banks, and wholesale insurance. Rule also provides a sobering analysis of America's $130+ trillion in total obligations, explains why the government will likely choose gradual inflation over outright default, and offers advice for younger generations on navigating what he expects to be a challenging decade ahead.


Register for the Rick Rule Symposium 2025.


Timestamps:

00:00 Welcome to Rick Rule

01:01 Economic resilience despite challenges

02:52 Winners and losers in current economy

03:16 Warning signs: Fed losing control of long yields

04:33 Value opportunities in out-of-favor stocks

05:26 Gold price outlook and analysis

07:34 Real inflation vs CPI discussion

08:33 Foreign government gold buying

10:59 Price targets and Warren Buffett's wisdom

12:06 1970s inflation comparison

14:01 Impact of high inflation environments

17:13 Entitlement obligations analysis

19:37 Social Security reform discussion

23:00 10-year reckoning outlook

24:59 Department of Government Efficiency critique

28:15 Solutions to government spending

30:23 Monetary reset scenarios

35:04 Investment opportunities discussion

39:07 Canadian political outlook

44:46 Portfolio positioning and cash levels

47:48 Closing thoughts and upcoming events

Links:

Rick Rule Symposium: https://registration.allintheloop.net/register/event/rick-rule-symposium-2025-ccha?via=julia

Rule Investment Media: https://ruleinvestmentmedia.com

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