Rick Rule: What I’m Buying When Commodities Go On Sale

Rick Rule: What I’m Buying When Commodities Go On Sale

From Competent Man Podcast by Tom Bodrovics

April 3, 2026 · 57 min

About this episode

Rick Rule discusses investment insights and strategies in the context of current economic challenges and opportunities in commodities.

Tom Bodrovics welcomes Rick Rule to the show. Rick Rule is a legendary Investor, Speculator, Founder and CEO of Rule Investment Media. Rule discusses several critical economic and investment insights, focusing on potential risks and opportunities in the current global landscape. Rick emphasizes the potential for a liquidity squeeze and credit crisis, advising investors to maintain liquidity and be prepared for potential market downturns. He highlights the ongoing trend of resource nationalism and geopolitical tensions, which are reshaping global energy and commodity markets. Specifically, he sees significant opportunities in uranium and nuclear energy, noting that countries like Japan are rapidly reconsidering nuclear power as a reliable, low-carbon energy source. Regarding investment strategies, Rule critiques retail investors’ common mistakes, including insufficient research, following outdated recommendations, and lacking patience with long-term investment theses. He advocates for thorough due diligence, understanding company valuations, and being psychologically prepared for market volatility. Rule is particularly critical of proposed wealth taxes, arguing that such…

People in this episode

Host: Tom Bodrovics

Guest: Rick Rule

Topics covered

  • investment strategies
  • commodities
  • liquidity squeeze
  • resource nationalism
  • nuclear energy
  • market volatility

Keywords

  • commodities
  • investment
  • liquidity
  • nuclear energy
  • resource nationalism
  • market downturns
  • wealth taxes

Mentioned in this episode

Organizations: Rule Investment Media

Places: Japan

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