Rick Rule, legendary investor and founder of Rule Investment Media, returns to Kitco News for a full-market breakdown with Jeremy Szafron. In this interview, Rule dissects the gold miner breakout, looming silver supply crunch, copper’s structural deficit, and why uranium’s long-term setup remains intact despite short-term consolidation.
Rule also warns that the “bubble in trust” that fueled markets for four decades is now eroding in real time – and explains how that collapse is reshaping global capital flows into hard assets. With central bank credibility slipping, deficits ballooning, and resource equities finally catching a bid, Rule lays out the asymmetric setup facing serious investors.
Key topics:
-Gold, silver, copper, uranium: Where the smart money is rotating
-The "bubble in trust" and what happens when it bursts
-Gold miner earnings and the M&A setup
-Why silver could squeeze—even if COMEX cash-settles
-Copper supply risks after 30 years of underinvestment
-Uranium’s 24-month pause—and what happens after
-Why no jurisdiction is truly safe anymore
-The next leg of the real asset reset
Follow Jeremy Szafron on X: @JeremySzafron (https://x.com/JeremySzafron)
Follow Kitco News on X: @KitcoNewsNOW (https://x.com/KitcoNewsNOW)
Follow Rick Rule on X: @RealRickRule (https://x.com/RealRickRule)
00:00 Introduction
01:11 Attendee Growth and Conference Success
03:07 Investor Sentiment and Market Confidence
04:10 Gold Miners’ Performance and Market Trends
07:50 Investment Strategies and Company Picks
11:01 Silver Market Analysis
16:52 Uranium Market Outlook
19:49 Copper Market Opportunities
24:55 Final Thoughts
__________________________________________________________________
Like, share, and subscribe to Kitco News—and turn on alerts to stay current with expert interviews, market insights, and breaking news coverage.
FOLLOW US:
X: https://x.com/kitconewsnow
Instagram: https://www.instagram.com/kitconews
Facebook: https://www.facebook.com/KitcoNews
LinkedIn: https://www.linkedin.com/company/kitconews
Visit: https://Kitco.com/ for live gold, silver, and crypto prices, the latest mining news, and macroeconomic insights.
Live gold price and chart: https://www.kitco.com/charts/gold
Live silver price and chart: https://www.kitco.com/charts/silver
Live crypto market data: https://www.kitco.com/price/crypto
Learn more about Kitco News: https://www.kitco.com/news/about/
For more information on advertising, sponsorship and marketing promotions – please visit our online media kit at: https://www.kitco.com/advertising
Disclaimer:
The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video.
