In it to Win it podcast

Rick Rule Says the Golden Triangle Could Ignite Gold and Silver

12/16/2025
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Rick Rule, renowned commodities investor and natural resource financier, opens the discussion by grounding the market narrative in capital flows, risk perception, and the ongoing mispricing of real assets. He explains how interest rate expectations and currency behavior continue to distort investor decision making, keeping many commodities undervalued despite tightening physical fundamentals. Gold remains supported by expanding margins and improving underlying economics, while silver begins to display stronger momentum and heightened volatility. Mining equities stay deeply compressed, a condition Rick interprets as prolonged accumulation driven by capital scarcity rather than fundamental weakness.

The focus then shifts to industrial and energy markets, where Rick highlights a growing copper supply deficit caused by meaningful production disruptions that the market has yet to fully recognize. Oil remains under pressure due to soft demand rather than oversupply, while uranium stands out for its price discipline and improving long term structure. He also addresses niche metals and speculative excess, cautioning investors against promotional narratives and emphasizing disciplined allocation. The segment concludes with updates on investor education initiatives and tools designed to help serious participants navigate the next phase of the commodity cycle.

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Key Market Insights This Week:

āœ… Rick Rule remains constructive on commodities despite uneven macro signals
āœ… Gold continues to strengthen as margins expand and fundamentals improve
āœ… Silver outperforms with rising momentum and increasing volatility
āœ… Mining equities stay deeply compressed, signaling ongoing accumulation
āœ… Copper faces a growing supply deficit despite muted price response
āœ… Uranium holds firm with disciplined pricing and solid demand support
āœ… Oil remains weak due to demand softness rather than excess supply
āœ… Industrial metals lag precious metals in investor attention
āœ… Niche metals attract hype, but fundamentals remain selective
āœ… Capital scarcity continues to favor high-quality resource assets

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Tools for Success that I Love and find Helpful / Affiliates:

Rule Classroom (Free)

Rule Classroom Plus (2 Free Months)

TradingView (Free)

Lobo's Weekly Recap (Free)

Uranium Insider Justin Huhn Newsletter

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Chapters:

00:00 Welcome & Rick Rule ReturnsĀ 

04:56 Golden Triangle Bootcamp OverviewĀ 

07:35 Key Takeaways From the Golden Triangle TourĀ 

11:27 Precious Metals Bull Market ConfirmedĀ 

13:21 Caution on Niche MetalsĀ 

15:26 Copper Outlook Still IntactĀ 

18:21 Copper Supply DisruptionsĀ 

22:56 Silver at New HighsĀ 

24:25 When to Trim Silver PositionsĀ 

27:24 Mining Costs vs Silver PricesĀ 

31:27 Oil Market PullbackĀ 

34:36 Geopolitics and Oil SupplyĀ 

39:39 Closing Thoughts & Where to Follow RickĀ 

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DISCLAIMER: I am not a financial advisor. This is not financial advice. I only express my opinion based on my experience, and your experience may be different. These videos are for educational and motivational purposes only. Investing of any kind involves risk. Do your own due diligence. Every investment and bet comes with the risk that your capital could go to zero.

WHAT I DO: I spread out my investments. It's not all on one thing. For every bet that I make, I devote one hour of study per month to that investment. I keep the number of bets to what I can feasibly study.

AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, the show may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion. I recommend them because they are helpful and useful, not because I am looking for the small commission. Thank you for using the links.

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#RickRule #Commodities #GoldenTriangle #Gold #Silver #Copper #MiningStocks #Uranium #Oil #NaturalGas #Coal #Platinum #Nickel #Bitcoin #SP500 #SteveBarton #InItToWinIt

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