#226 Rick Rule: Rick Rule: "I Am Cautious" - Holding Cash For The Coming Squeeze

The Julia La Roche Show

Rick Rule, president and CEO of Rule Investment Media and co-founder of Battle Bank, joins the Julia La Roche Show to explain why he remains surprised by economic resilience despite mounting challenges, breaks down why gold could reach $9,000-$10,000 as governments inflate away debt obligations, and shares specific sectors he sees as undervalued including oil & gas, community banks, and wholesale insurance. Rule also provides a sobering analysis of America's $130+ trillion in total obligations, explains why the government will likely choose gradual inflation over outright default, and offers advice for younger generations on navigating what he expects to be a challenging decade ahead.

Register for the Rick Rule Symposium 2025.

Timestamps: 00:00 Welcome to Rick Rule 01:01 Economic resilience despite challenges 02:52 Winners and losers in current economy 03:16 Warning signs: Fed losing control of long yields 04:33 Value opportunities in out-of-favor stocks 05:26 Gold price outlook and analysis 07:34 Real inflation vs CPI discussion 08:33 Foreign government gold buying 10:59 Price targets and Warren Buffett's wisdom 12:06 1970s inflation comparison 14:01 Impact of high inflation environments 17:13 Entitlement obligations analysis 19:37 Social Security reform discussion 23:00 10-year reckoning outlook 24:59 Department of Government Efficiency critique 28:15 Solutions to government spending 30:23 Monetary reset scenarios 35:04 Investment opportunities discussion 39:07 Canadian political outlook 44:46 Portfolio positioning and cash levels 47:48 Closing thoughts and upcoming events

Links:

Rick Rule Symposium: https://registration.allintheloop.net/register/event/rick-rule-symposium-2025-ccha?via=julia Rule Investment Media: https://ruleinvestmentmedia.com