Rick Rule is back. One of the world's most respected resource investors and credit analysts returns to Connecting the Dots for one of the most wide-ranging and brutally honest conversations we've had on the show.Rick believes the US dollar will lose 75% of its purchasing power over the next decade. He believes copper is heading for a rationing crisis within five years. He believes uranium is quietly setting up one of the most powerful supply-demand imbalances in commodity history. And he believes most investors have no idea what's coming.From Japan's carry trade unwind and the US Treasury market under pressure, to why central banks are loading up on gold, to why the CPI is a lie, to how he thinks about building Battle Bank — this is 60 minutes of unfiltered, decades-deep macro and resource investing wisdom.In this episode we cover:✅ Japan's currency crisis and why the US intervened✅ Why the market is beginning to control the long bond✅ Why foreign central banks are buying gold — the Russia lesson✅ How geopolitics has permanently changed resource investing✅ Uranium — the supply-demand imbalance building quietly✅ Why the incentive price for uranium may have been misread✅ The copper crisis — 18 to 20 years to build a mine, already in deficit✅ Gold's ten year outlook — and short term headwinds✅ Why the US dollar will lose 75% of its purchasing power✅ When Rick would sell his gold — four impossible conditions✅ Where Rick puts his first dollar today — oil, gold, large resource companies✅ What investors are most complacent about — the CPI fallacy✅ Building Battle Bank — what surprised Rick most about banking regulation✅ Why lending against gold is one of the best businesses in the worldAbout Rick RuleRick Rule is one of the world's most experienced natural resource investors and credit analysts, with over 50 years in the resource business. He is the co-founder of Battle Bank and the founder of Rule Investment Media and Rule Classroom, which provide free educational resources and portfolio analysis to thousands of investors worldwide.Rule Investment Media - https://ruleinvestmentmedia.com/Battle Bank - https://battlebank.com/🌐 Connect with Farzin → https://linktr.ee/farzinirani🌐 Business website → https://www.sovereignty.capital/🌐 Free Wealth Diagnostic → https://www.sovereignty.capital/the-diagnosticChapters00:00 Introduction02:27 Japan — Is The System Breaking Down?05:35 Why Bessent Stopped Japan Selling Treasuries06:16 The Market Is Taking Control Of The Long Bond08:16 Why Central Banks Are Buying Gold11:32 How Geopolitics Has Changed Resource Investing13:28 The Arab Oil Embargo & Uranium16:08 Uranium — Where Is The Mispricing?17:47 The Supply Deficit Nobody Knows19:47 How Contract Pricing Changes Uranium21:38 Bruce Nuclear & US Nuclear Plans23:24 Natural Gas vs Nuclear27:25 Copper — 18 To 20 Years To Build A Mine30:32 A Billion People Without Electricity32:11 Copper Will Be Rationed By Price33:58 The Dollar Loses 75% — What Gold Does35:57 Short Term Headwinds For Gold37:31 The 1975 Playbook & Gold38:22 Gold As Insurance39:58 Gold Is Massively Underowned42:58 Oil First, Then Gold, Then Resource Companies45:51 Modi's Visits & What He Was Really After48:25 When Rick Would Sell His Gold50:30 The CPI Is A Lie53:15 SP 500 To Gold — Gone Nowhere In 25 Years54:49 Building Battle Bank58:04 Why Lending Against Gold Works1:01:26 Could Battle Bank Work In New Zealand?1:03:32 Rule Investment Media & Rule Classroom1:04:52 The Rule Symposium RecordingsRick Rule, Gold, Copper, Uranium, NaturalResources, ResourceInvesting, WealthPreservation, ConnectingTheDots, MacroInvesting, USDollar, Inflation, CopperCrisis, GoldInvesting, UraniumInvesting, BattleBank, CentralBanks, Geopolitics, OilAndGas, JapanCarryTrade, CPI, FederalReserve, SovereignWealth, CommodityInvesting, RuleClassroom, GoldStandard
