In this episode of The ROI Podcast, I sit down with legendary investor Rick Rule to uncover key insights on navigating today’s markets. We dive into the upcoming Natural Resources Investment Symposium, the power of long-term investing, and how baby boomer wealth is reshaping financial markets. Rick shares his sharp takes on private equity, community banks, and the hidden opportunities in farmland and natural gas. We also get into the challenges in the mortgage industry, the evolving landscape of private debt, and some rapid-fire stock analysis you won’t want to miss.
Quick reminder - Join Me for the RULE INVESTMENT SYMPOSIUM July 2025! → click here
Takeaways
Investing requires patience and tenacity.
Compounding is essential for long-term wealth.
Community banks can be a good investment.
Natural gas prices are recovering, presenting opportunities.
Financial exchanges are evolving with technology.
Understanding the 'why' behind investments is crucial.
I hope you enjoy today’s podcast and get a lot out of it.
For a brief synopsis I’ve left the takeaways in point form below along with the timestamps.
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00:00 - Introduction
00:40 - Overview of the Rule Symposium
04:53 - Investing Across Business Cycles
08:30 - Equity Yield and Long-Term Thinking
10:01 - Financial Exchanges as Investments
12:24 - Volatility and Derivatives
14:05 - Current Investments in Financial Services
17:03 - Real Estate Brokers and Reverse Mortgages
19:20 - The Silver Tsunami Thesis
21:48 - Battle Bank’s Focus on Deposits and Mortgages
23:11 - Private Equity Investments Discussion (Brookfield, Icon Capital)
26:29 - Private Debt in Resource Industries (Quest)
29:24 - Dundee Corporation Investment Case
32:30 - Agriculture Investments and Farmland Insights
34:37 - Opportunities in Natural Gas Markets (Exploration, Production, Midstream)
36:53 - New Fortress Energy Challenges
38:10 - Water Investments and Challenges in the Sector
40:32 - Viewer Questions (Shoot From The Hip)
40:54 - EMX Royalty Corporation Analysis42:23 - Sandstorm Gold (SAND) Financial Engineering Issues
43:57 - B2Gold (BTG) Project Concerns in Northern Canada
44:51 - Altius Minerals Praise for Management and Cash Generation
45:41 - Hot Chili Copper Deposit Potential and Starter Pit Concerns
47:33 - Adriatic Metals Exploration Upside and Bosnia Mining Code Challenges
49:09 - Closing Thoughts on Asking "Why" in Investments
51:46 - How to Connect with Rick Rule (Rule Investment Media, Rule Classroom, Natural Resources Investment Symposium)
⚠️ Disclaimer: The content provided in this podcast and related materials is for informational and entertainment purposes only and should not be considered financial, investment, or legal advice. I document my personal investment journey and share insights based on my own research and experience. Any investment decisions you make should be based on your own due diligence. Always consult a qualified financial professional before making any financial or investment decisions. Investing involves risk, and past performance is not indicative of future results.
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