Rick Rule: Why Gold Is Still ‘Stupidly’ Under Owned, Oil Shortages, Silver & Palisades Goldcorp

Rick Rule: Why Gold Is Still ‘Stupidly’ Under Owned, Oil Shortages, Silver & Palisades Goldcorp

From Palisades Gold Radio by Collin Kettell

July 11, 2026 · 44 min

About this episode

Rick Rule discusses the under-ownership of gold, oil shortages, and his investment strategies in silver and gold.

Stijn Schmitz comes to you from the Rule Symposium in Boca Raton, Florida. Rick Rule begins by emphasizing the importance of investing in oneself through knowledge and relationships, arguing that this foundational step precedes successful capital allocation. He notes that the easy money in commodities has been made, but the “sure money” lies ahead, particularly in gold. Rule explains that gold maintains purchasing power, having increased at 8% compounded nominally in US dollars over 26 years, while he predicts the US dollar could lose 75% of its purchasing power in the next decade. He highlights that precious metals currently represent only 0.5% of US savings assets, far below the four-decade mean of 2%, suggesting a potential fourfold demand increase if reversion occurs. Turning to oil, Rule describes a structural supply deficit due to chronic underinvestment in sustaining capital, amounting to roughly a trillion and a half dollars. He contrasts this with temporary disruptions, warning that the coming shortage will require massive capital input and cannot be quickly resolved. On silver, he shares his recent speculative strategy: he sold silver after a hyperbolic…

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