Rick Rule Called Gold Price Crash; Reveals Shocking Move After The Storm

Watch on YouTube ↗  |  June 15, 2026 at 01:56  |  58:40  |  The David Lin Report
Speakers
Rick Rule — Founder, Rule Investment Media

Summary

Rick Rule discusses his approach to saving in gold, argues gold miners are at extreme pessimism levels presenting a buying opportunity, and details his continued bullish stance on oil stocks and cheap Canadian natural gas producers. He also explains why market crashes are buying opportunities and previews his Rule Symposium conference.

  • Rick Rule systematically buys physical gold as a savings vehicle to preserve purchasing power.
  • Gold miners are at historically low sentiment readings and offer cheap valuations for long-term investors.
  • High-quality gold royalty/streamers and large deposit developers are specifically attractive.
  • Canadian natural gas stocks are extremely cheap and owned by Rule despite political headwinds.
  • Oil stocks remain a long-term hold due to global underinvestment in sustaining capital and war-driven rebuild demand.
  • He views market crashes as facilities to buy fractional business ownership at discounts.
  • The Rule Symposium features only companies personally owned by Rule, vetted for value.
Ideas
Rick Rule Founder, Rule Investment Media 20:01
Buy gold systematically to preserve purchasing power.
Gold is the best savings tool to preserve purchasing power. He systematically buys physical gold regardless of price, using excess liquidity. Inflation erodes dollar value; CPI understates true cost-of-living increases near 8–10% compounded. Gold's market share as an asset class is 0.5% vs a 40-year mean of 2%, implying a reversion to mean over the next decade. Rising US deficits and debt will likely be funded by low rates and QE, which directly benefits gold.
Rick Rule Founder, Rule Investment Media 40:14
Buy gold miners; extreme pessimism, cheap valuations.
Gold miners are deeply oversold with the gold miners bullish percent index near 7, indicating extreme pessimism. High-quality companies like Franco-Nevada, Agnico Eagle, and Wheaton Precious are reasonably priced based on a decade-long gold bull thesis. Single-asset producers and developers of large 5+million-ounce deposits are cheap by historic metrics. Gold’s low market share suggests a long-term reversion that will lift gold equities.
Rick Rule Founder, Rule Investment Media 40:32
Buy Canadian natural gas stocks, very cheap.
Canadian natural gas stocks are very cheap, driven by political headwinds and policy mistakes. The low valuations are so compelling that he is willing to accept the risks and owns them.
Rick Rule Founder, Rule Investment Media 43:08
Hold oil stocks; underinvestment supports higher prices.
Oil stocks are not for sale because the global industry is underinvesting in sustaining capital by over $1 billion per day, and war-destroyed infrastructure must be rebuilt. This underinvestment will support higher oil prices through 2029–2030, even if near-term prices could dip. He is willing to endure short-term pain for the long-term supply-driven thesis.
Up Next

This The David Lin Report video, published June 15, 2026, features Rick Rule discussing GLD, GDX, AEM, FNV, WPM, Canadian Natural Gas Stocks, XLE. 4 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Rick Rule  · Tickers: GLD, GDX, AEM, FNV, WPM, Canadian Natural Gas Stocks, XLE