Natural Resource Stocks host Andy Millette speaks with Rick Rule, Founder of Rule Investment Media and Co-Founder of Battle Bank, in a deep discussion on capital discipline, energy markets, and the global credit cycle. #Millettian
Rick explains how he’s rotating from frothy junior miners into physical gold, top-tier royalty companies, and select oil & gas producers — de-risking his portfolio while positioning for long-term upside. He outlines how financing windows have shifted, why credit contraction has begun, and how disciplined investors can prepare for opportunity amid recessionary pressures.
From liquidity mismatches in junk bond ETFs to underinvestment in energy exploration, Rick connects the dots on why the next great cycle will reward patient, contrarian investors with cash and courage. The conversation concludes with insights on his latest venture, Battle Bank, a digital bank offering hard-asset-backed financial services.
