From Gold to Gas: Rick Rule’s Massive Commodities Pivot

Video Description

In this exclusive Rule Classroom Plus session, Steve Barton sits down with Rick Rule for a deep and wide-ranging conversation on the global commodities landscape and his latest investment pivots. Rick opens up about selling 25% of his junior gold holdings, reallocating capital into physical gold and oil & gas, and why he believes buying what’s hated is the key to outsized returns. Rick also breaks down a fascinating helium opportunity, discusses the rise of uranium and rare earths, and shares insights on Battle Bank’s official launch in early 2026. He explains how he’s positioning ahead of the next commodities super cycle, why the U.S. government’s nuclear initiatives matter, and how investors can prepare for the coming shifts in gold, energy, and strategic materials. Stay until the end as Rick discusses his upcoming joint venture course with the Colorado School of Mines, the Golden Triangle Bootcamp, and why disciplined education is the real edge in resource investing. Like, Share, and Subscribe for more expert insights. Join our community to access premium Q&A sessions! Rule Classroom (Free) https://ruleclassroom.com/share/-ztDnefsS5h6MTkD?utm_source=manual Rule Classroom Plus (Free 2 Months) https://ruleclassroom.com/share/--qqlFVftepbST8a?utm_source=manual Chapters: 00:00 – Rick Rule on Battle Bank’s progress & official 2026 launch 01:31 – Why Rick sold 25% of his junior gold positions 02:47 – How he reinvested into physical gold & oil/gas 03:28 – The helium business: from waste to opportunity 04:36 – Legendary oil investor returns from retirement 06:27 – The psychology of great speculators & risk/reward 10:54 – Rick’s PTPOC rule: past the point of concern 12:12 – Pembina Pipeline: oil infrastructure favorite 12:25 – Largo & vanadium: lessons from a losing trade 13:32 – How to cut 25 precious metal stocks to your top 5 14:51 – New $5,000 Colorado School of Mines valuation course 18:46 – Rick’s top uranium holdings & U.S. nuclear revival 22:26 – Manduro’s private placement & growth strategy 24:41 – Greatland Gold, Artemis Gold, and Luca Mining 28:54 – Doing business safely in cartel-controlled regions 31:50 – Midstream vs. downstream oil: where Rick invests 34:04 – When to sell rare earths & why hate is over 36:22 – U.S. vs. China: the rare earths showdown 40:27 – Global scramble for critical minerals & capital 42:57 – Meg Energy buyout & Canadian oil consolidation 43:25 – Skeena Gold permitting risk in British Columbia 44:46 – Golden Triangle Bootcamp announcement 45:43 – Bear Creek Mining & silver price leverage 48:40 – Discovery Silver & Tony Makuch’s bold plan 51:21 – Ring of Fire: massive untapped potential 53:21 – Dundee Corp & the Goodman family legacy 56:49 – Royal Gold: the cheapest royalty major? 58:05 – Upcoming live events & Rick’s final investing advice 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. #RickRule #RuleClassroomPlus #Gold #OilAndGas #Uranium #Commodities #RareEarths #Helium #Investing #NaturalResources #BattleBank #EnergyInvesting #GoldStocks #MiningStocks #StockMarket2025