Rick Rule previously had a negative outlook on the uranium market, yet his opinion has dramatically changed. In this video, we discuss why.
00:56:32
Timestamps:
- 0:00 - Rick's uranium thesis.
- 02:13 - Comments on the general market environment.
- 05:44 - Mistaking liquidity for brains.
- 13:28 - Cash as an insurance policy.
- 15:01 - Multiple simultaneous risks emerge in the market.
- 20:19 - Canada's emergency action against protesters.
- 26:37 - The reason Rick (and Warren Buffett) like capital intensive businesses.
- 30:44 - Charlie Munger's comments on inflation.
- 33:47 - What would Rick do in this inflationary environment if he still ran a restaurant?
- 37:38 - Why isn't gold up more this year?
- 41:16 - Gold miners are up this year.
- 43:17 - How Rick values gold miners.
- 44:05 - Junior miners have not kept pace with the large producing companies, and they shouldn't.
- 45:48 - The reason Rick changed his outlook on uranium (again).
- 49:52 - Announcing Rick's Uranium Bootcamp (Online Mar. 19).
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