Rick Rule, Global Resource Investments - In Resources You Are Either A Contrarian Or You Are Going To Be A Victim | #197

The Meb Faber Show - Better Investing

The Idea Farm

Investing, Management, Business

4.8 • 978 Ratings

🗓️ 15 January 2020

⏱️ 59 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

In episode 197 we welcome our guest, Rick Rule. Rick and Meb start with Rick’s background in natural resource investing and Rick getting into his outlook for resources and precious metals. Meb and Rick dive into some of the forces that he sees influencing gold and precious metals prices including negative yielding sovereign bonds, US budget deficits, and potential reversion to the mean for precious metals investing market share. Rick then covers some interesting statistics Sprott has observed in investor interest in natural resource investing. The conversation then shifts to commodities and natural resources more broadly. Rick talks oil and uranium followed by some practical thoughts on portfolio implementation. All this and more in episode 197, including Rick’s most memorable investment. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Welcome to the Medfavor Show, where the focus is on helping you grow and preserve your wealth.
0:11.0	Join us as we discuss the craft of investing and
0:13.5	uncover new and profitable ideas all to help you grow wealthier and wiser.
0:17.2	Better investing starts here.
0:18.8	Met Faber is the co-founder and chief investment officer at Cambria Investment Management.
0:23.3	Did it industry regulations, he will not discuss any of Cambry's funds on this podcast.
0:27.2	All opinions expressed by podcast participants are solely their own opinions and do not reflect the opinion of
0:31.2	Cambria Investment Management or its affiliates.
0:33.4	For more information, visit Cambria Investments.com.
0:35.6	Hey, podcast listeners, we got another great show for you today. Our guest is a
0:44.4	legend of the resource investing space where he specializes in mining, energy,
0:49.3	water utilities, forest products, and agriculture. he has originated and participated in hundreds of
0:54.9	debt and equity transactions with private and public companies with decades of investing experience.
1:01.6	He is the founder of Global Resource Investments,
1:03.7	President and CEO of Sprot U.S. Holdings, and a member of the Sprot Inc. Board of
1:08.9	Directors. In today's episode we discuss natural resource investing and the outlook for precious metals.
1:15.6	We cover some of the macro factors that have influenced prices historically and the case for
1:20.2	why metals appear attractive in today's environment.
1:23.0	Make sure you stay tuned to hear some of the thoughts about the best practices in portfolio
1:28.0	implementation and what to think about when getting involved in this asset class.
1:32.0	Do not miss, make sure you listen to the end,
1:35.9	where our guests makes the incredible offer to review your own personal natural resource portfolio.
	...

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