Rick Rule Says This Gold Stock Panic Looks Like a Buyer Opportunity

Rick Rule joins Andy Millette for a wide-ranging conversation on one of the sharpest resets in gold equities and why he sees panic selling as opportunity for disciplined buyers with a longer time horizon. He explains why he is using a shopping list instead of trying to call exact bottoms, how discounted NAV multiples can create takeover setups, and why high-quality names can separate quickly from weaker peers after a washout. The discussion then moves into the 2026 Rule Symposium, including how attendees can prepare before arriving, why the pre-conference interviews matter, and what investors can gain from both the live event and the recordings. Later, Rule breaks down the ripple effects of oil, LNG, helium, fertilizer, and Gulf supply disruptions, then connects those pressures to long rates, QE, housing affordability, and broader stress in credit markets. He also lays out why he remains constructive on gold, copper, and uranium over a multi-year horizon even if the next few months stay volatile. Rick closes by explaining his free portfolio review process and why independent thinking and long-term resource investing still offer major upside for prepared investors. If you follow natural resources, macro, energy, precious metals, and long-cycle investing, this interview is worth your time. Like, subscribe, and ring the bell. #Millettian