Rick Rule Warns Of Liquidity Crisis And Energy Shock Ahead ~ Rule Classroom Plus
Release Date: 04/25/2026
Oil Explodes 9% As Nickel Breakout Signals Massive Upside ~ Monday Market Moves
In it to Win it
In this week’s Monday Market Moves, I break down a 0.9% S&P 500 breakout, falling volatility, and major moves across gold, oil, and Bitcoin to map out where markets are likely headed next. 📩 📩 👉 Recorded on 5-1-2026. I break down the S&P 500 pushing up 0.9% and testing key Fibonacci levels while flashing mixed signals that suggest a short term pullback before continuation. I also highlight volatility dropping sharply and the dollar showing early signs of a bounce despite a longer-term bearish trend. Across rates and macro, I explain why yields may push toward 4.5% and...
info_outline
Rick Rule & Mike Rothman Warn Oil Could Hit $200 Faster Than Anyone Expects
In it to Win it
Rick Rule, one of the most respected natural resource investors of the past 50 years, and Mike Rothman, founder of Cornerstone Analytics and a veteran energy market analyst. 👉 👉 Recording Date 4-28-2026. In this episode, Rick and Mike into a bold and controversial thesis that the world is not facing an oil glut but a structural supply crisis. Mike brings decades of experience studying oil supply, demand, and geopolitics, while Rick offers a capital allocator’s perspective shaped by cycles across mining, energy, and commodities. Together, they explore whether the world is on the...
info_outline
S&P 500 Breakout Targets $7400 While Oil Explodes 13% Is This The Top ~ Monday Market Moves
In it to Win it
In this week’s Monday Market Moves, I break down a shocking divergence across markets as stocks push higher toward new targets while gold and silver sharply sell off and oil explodes 13% raising the question of whether we are witnessing the start of a major macro shift. 📩 📩 👉 Recorded on 4-24-2026. I walk through the S&P 500 pushing higher after breaking key Fibonacci resistance while the U.S. dollar continues to weaken inside a long-term channel. I also highlight rising bond yields signaling potential stress in global demand for U.S. debt. Across commodities I analyze...
info_outline
Rick Rule Warns Of Liquidity Crisis And Energy Shock Ahead ~ Rule Classroom Plus
In it to Win it
Rick Rule is a legendary natural resource investor and longtime market strategist known for his deep expertise in commodities and mining equities. 👉 👉 👉 Recording Date 4-24-2026. In this episode of the Rule Classroom Plus, Rick joins Steve Barton to break down key insights from recent bootcamps, including copper and uranium, while also walking through real-time investor questions. Rick covers how to properly evaluate mining companies, what separates successful operators from weak ones, and why due diligence remains the most critical skill for investors. Rick...
info_outline
How To Invest In Coal ~ Matt Warder
In it to Win it
Matt Warder is the founder of Sea Wolf Research and a leading expert in coal, metals, and global supply chains. 👉 👉 Recording Date 4-22-2026. In this episode, he breaks down the critical differences between thermal and metallurgical coal while revealing why both are essential to global growth. He explains how energy demand continues to rise despite the narrative around coal’s decline and why supply constraints are the real story. The conversation highlights how coal remains deeply embedded in electricity generation and steel production worldwide. Warder sets the stage for a major...
info_outline
This Market Is Being Artificially Pumped And Nobody Sees It ~ Clem Chambers
In it to Win it
Clem Chambers is a veteran market commentator, investor, and longtime Forbes contributor known for his contrarian and highly practical views on global markets. 👉 👉 Recording Date 4-21-2026. In this episode, he breaks down the current environment as chaotic and largely uninvestable due to political instability and aggressive liquidity intervention. Drawing from decades of experience starting as a child trader in commodities, he explains how today’s markets are increasingly shaped by central bank actions rather than fundamentals. Chambers emphasizes that massive liquidity injections...
info_outline
Copper Up 3.9% Signals Massive Bull Run Ahead To 6.58 ~ Monday Market Moves
In it to Win it
In this week’s Monday Market Moves, I break down the latest market action alongside insights tied to Rick Rule’s upcoming , where I continue to track what I believe is a developing multi-year copper bull market. 👉 📩 📩 👉 Recorded on 4-17-2026. I walk through a surprising 4.5% surge in the S&P 500 that pushed us to new all-time highs, completely invalidating my previous downside expectation. At the same time, the U.S. dollar continues to weaken under heavy resistance while yields show a potential setup for higher moves ahead. Across commodities, I highlight continued...
info_outline
Rick Rule’s Copper Bootcamp Exposes $250B Supply Shock Opportunity
In it to Win it
Rick Rule, legendary natural resource investor and founder of Sprott Global, delivers a powerful macro and commodities outlook in this Rule Classroom session. 👉 📩 📩 👉 Recording Date 4-16-2026. In this episode, Rick breaks down why copper is entering a structural supply crisis after decades of underinvestment and why this trend could drive massive gains over the next decade. The discussion spans uranium, mining equities, and global energy dynamics, giving viewers a clear roadmap of where capital could flow next. Rule also highlights key companies and...
info_outline
Rick Rule Says Copper Shortage Will Drive Massive Price Surge
In it to Win it
Rick Rule, legendary resource investor and former CEO of Sprott US Holdings, joins Steve Barton in this episode to break down what the market is currently mispricing across energy, commodities, and macro trends. 👉 📩 👉 Recording Date 4-13-2026. In this episode, Rick explains how rising oil and LNG prices are being driven by anticipated shortages rather than actual supply depletion, warning that a prolonged disruption in the Strait of Hormuz could send prices significantly higher. The discussion also highlights second-order effects already emerging, including...
info_outline
Dollar Drops 1.5% Gold Climbs 2.3% Major Shift In Global Trends ~ Monday Market Moves
In it to Win it
In this week’s Monday Market Moves, I break down what happened across the markets and what I expect going into next week. 📩 📩 - Discount Code “GOLDENEGG” 📩 📩 👉 Recorded on 4-10-2026. I walk through the S&P 500 rally of 3.6% as it breaks above the 200-day moving average, along with a sharp drop in the VIX and continued weakness in the U.S. dollar. I also discuss how unexpected macro events like a ceasefire influenced price action and why I didn’t anticipate that move. While the recent strength looks bullish on the surface, I explain why my...
info_outlineRick Rule is a legendary natural resource investor and longtime market strategist known for his deep expertise in commodities and mining equities.
👉 Rule Classroom Plus (2 Free Months)
Recording Date 4-24-2026. In this episode of the Rule Classroom Plus, Rick joins Steve Barton to break down key insights from recent bootcamps, including copper and uranium, while also walking through real-time investor questions. Rick covers how to properly evaluate mining companies, what separates successful operators from weak ones, and why due diligence remains the most critical skill for investors. Rick emphasizes disciplined thinking, skepticism, and understanding management quality as core pillars of success. This episode is both a masterclass and a real-world application of resource investing principles.
Rick dives into major macro risks including a potential liquidity crisis, rising credit concerns, and geopolitical shocks such as disruptions in global energy supply chains. He explains why he is raising cash, trimming winners, and preparing for volatility despite strong commodity trends. The discussion highlights opportunities in silver equities, uranium portfolios, and select copper and royalty plays, while also warning about overvaluation and structural risks in ETFs and lithium markets. Rick stresses patience, contrarian thinking, and buying during periods of extreme pessimism as the key to outsized returns. He closes by reinforcing that investor education and independent judgment are more valuable than any single stock pick.
Key Insights in this episode
✅ Rick Rule is actively raising cash due to rising liquidity and credit risks
✅ Silver stocks are undervalued relative to metal prices based on NPV assumptions
✅ Lithium supply is abundant but processing capacity is the real bottleneck
✅ High yield bond ETFs carry hidden liquidity risks beneath the surface
✅ Best investment opportunities appear when sectors are deeply hated
✅ Large tier one deposits consistently outperform smaller mining projects
Tools for Success that I Love and find Helpful / Affiliates:
Rule Classroom Plus (2 Free Months)
Chapters
00:00 Welcome To Rule Classroom Plus
00:51 Copper Bootcamp And Luca Due Diligence
03:00 Mining Team Experience And Local Expertise
03:50 Luca Mining And Empress Royalty Updates
05:27 Discovery Silver And Mexico Permit Catalyst
07:08 Lithium Refining And Processing Capacity
08:54 Vetting Companies And Management Fees
11:00 Mega Uranium And Holding Company Discount
13:09 Canadian Copper In New Brunswick
14:57 Marin Energy Rating And Lundin Selling
16:06 Strait Of Hormuz And Liquidity Risk
17:27 High Yield ETF Liquidity Concerns
19:45 Lobo Tiggre Cash Position
21:19 Occidental Petroleum Valuation
22:22 Silver Stocks Outperformance Indicator
25:15 Lundin Royalty Ranking And Strategy
26:44 Energy Fuels Uranium And Rare Earths
28:10 Jurisdiction Risk In Resource Bonds
29:34 Royalty Valuations And NAV Premiums
31:38 Lifezone Metals Catalysts
33:14 Aldebaran Resources Ranking
34:35 Paramount Resources And Canadian Oil
35:17 New Found Gold Size And Fundraising
36:23 Lifezone Centaurus And Nickel Picks
37:26 Magnum Mining Copper And Nickel Optionality
38:39 Battle Bank Account Feedback
39:59 Ero Copper Opinion
40:36 Exxon Bonds Versus US Treasuries
41:47 Tungsten Market And Pure Tungsten
42:48 Snowline Gold And Bravo Mining
44:33 Battle Bank For Non US Residents
45:48 Emerita And Denarius Bid
46:53 How To Support Rick Rule
48:17 Lumina Metals And Polish Copper Silver
49:59 Banyan Gold Production Potential
52:30 Gold Hart Copper Opinion
54:40 Western Copper And Casino Project
56:36 Final Thoughts And Investor Education
DISCLAIMER: I am not a financial advisor. This is not financial advice. I only express my opinion based on my experience, and your experience may be different. These videos are for educational and motivational purposes only. Investing of any kind involves risk. Do your own due diligence. Every investment and bet comes with the risk that your capital could go to zero.
WHAT I DO: I spread out my investments. It's not all on one thing. For every bet that I make, I devote one hour of study per month to that investment. I keep the number of bets to what I can feasibly study.
AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, the show may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion. I recommend them because they are helpful and useful, not because I am looking for the small commission. Thank you for using the links.
#RickRule #Commodities #MiningStocks #Silver #Gold #Copper #Uranium #Lithium #EnergyCrisis #MacroEconomics #Investing #StockMarket #NaturalResources #ETFs #CreditRisk #Inflation #ResourceInvesting #PreciousMetals #OilMarkets #LiquidityCrisis #SteveBarton #InItToWinIt