Uploaded June 2026 | Updated September 2026, 2 weeks ago
Rick Rule joins Darrell to break down gold, U.S. debt, rising bond yields, and where he sees real opportunity in the resource sector. He explains why he would rather see gold pull back than run higher, why long-duration U.S. bonds remain unattractive, and how the current gold market is setting up a wave of mergers and acquisitions. Rick also shares his views on various resource companies and the broader uranium market as energy security becomes a bigger global concern.
Rick's Links:
https://x.com/RealRickRule
ruleinvestmentmedia.com
events.ringcentral.com/events/2026-rule-symposium/registration
battlebank.com
Follow Darrell on X: https://x.com/MoneyLevelsShow
Learn to invest alongside the top minds in commodities. Join The Commodity University today. CLICK: linkly.link/26yH9
Sign up for Jay’s newsletter at 2ly.link/211gx
00:00 Introduction
02:29 Rising bond yields and U.S. deficits
03:29 Why Rick avoids long-duration bonds
05:25 Gold miners and the coming M&A cycle
07:36 Equinox, Calibre, and Orla acquisition thoughts
09:57 Mayfair Gold and the Abitibi opportunity
12:21 Mayfair’s build-versus-sell strategy
14:01 Dakota Gold and the Homestake district
17:13 Vista Gold and Mount Todd concerns
18:42 Vizsla Silver and political risk in Mexico
25:20 Rick Rule’s uranium market outlook
28:23 NexGen, Saskatchewan, and uranium development
32:00 Denison and the ISR question
32:56 UEC and U.S.-centric uranium production
34:29 Uranium Royalty’s major acquisition
36:12 Rick Rule Symposium and Battle Bank
Copyright © 2026 Cambridge House International Inc. All rights reserved.
Rick Rule joins Darrell to break down gold, U.S. debt, rising bond yields, and where he sees real opportunity in the resource sector. He explains why he would rather see gold pull back than run higher, why long-duration U.S. bonds remain unattractive, and how the current gold market is setting up a wave of mergers and acquisitions. Rick also shares his views on various resource companies and the broader uranium market as energy security becomes a bigger global concern.
Rick's Links:
https://x.com/RealRickRule
ruleinvestmentmedia.com
events.ringcentral.com/events/2026-rule-symposium/registration
battlebank.com
Follow Darrell on X: https://x.com/MoneyLevelsShow
Learn to invest alongside the top minds in commodities. Join The Commodity University today. CLICK: linkly.link/26yH9
Sign up for Jay’s newsletter at 2ly.link/211gx
00:00 Introduction
02:29 Rising bond yields and U.S. deficits
03:29 Why Rick avoids long-duration bonds
05:25 Gold miners and the coming M&A cycle
07:36 Equinox, Calibre, and Orla acquisition thoughts
09:57 Mayfair Gold and the Abitibi opportunity
12:21 Mayfair’s build-versus-sell strategy
14:01 Dakota Gold and the Homestake district
17:13 Vista Gold and Mount Todd concerns
18:42 Vizsla Silver and political risk in Mexico
25:20 Rick Rule’s uranium market outlook
28:23 NexGen, Saskatchewan, and uranium development
32:00 Denison and the ISR question
32:56 UEC and U.S.-centric uranium production
34:29 Uranium Royalty’s major acquisition
36:12 Rick Rule Symposium and Battle Bank
Copyright © 2026 Cambridge House International Inc. All rights reserved.
