Rick Rule shares his market insights with Peter in this week’s episode. They start out talking about commodities cycles and the current state of commodities. The conversation shifts to gold, the US dollar and global currencies. Peter discusses his own technique for using US dollar as a hedge in his portfolio and Rick gives his own insight on this topic. Peter and Rick talk about growing Chinese presence in global commodities futures markets. They discuss specific commodities including Uranium, followed by a discussion on the oil shale boom. Peter and Rick discuss how to invest in today’s natural resource marketplace, which leads to a discussion on Ben Graham’s “The Intelligent Investor”. Peter and Rick talk about the growing presence of oligarchs in the economy, and the conversation concludes with a word association game.
Magnum Opus ft. Rick Rule