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Rick Rule's Commodity Picks: "You Ain't Seen Nothing Yet" (Preview)

Sep 1, 2026 · 3m

Summary

Rick Rule, founder of Rule Investment Media, joins Financial Sense to discuss the emerging commodity bull market and the CRB Index’s recent breakout to multi-year highs. He argues that current nominal gains mask underlying inflation and that the market is merely making up for lost time due to dollar depreciation. Rule predicts a return to artificially low interest rates and quantitative easing, similar to the 1970s, which could erode the US dollar’s purchasing power by 70-75% over the next decade. He also highlights severe underinvestment in production means, warning that price rationing fo…

Topics discussed

Preview: Precious metals demand and interest rate outlook Dollar purchasing power and commodity underinvestment Introduction of guest Rick Rule CRB Commodity Index breakout to new highs Big picture commodity outlook and dollar purchasing power Rising mine construction and operation costs Current stage of the commodity cycle
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