Rule Investment Media: Recent Episodes
Sprott US Media
The Power & Market Report is an alternative market news and opinion videocast published by Sprott US Media.
Join host Albert Lu and his cast of expert guests as they critically analyze the market news and events.
Amir Adnani, Scott Melbye and Rick Rule discuss the upcoming virtual 2020 Sprott Symposium. For more information and to register, please click here.
Amir Adnani and Scott Melbye work together at both Uranium Energy Corp (UEC) and Uranium Royalty Corp (URC).
Amir is president and CEO of UEC, and chairman and director of URC.
Scott Melbye is president and CEO of URC, and executive vice president of UEC.
For more information about the companies, please follow these links: UEC or URC.
Amir Adnani and Rick Rule discuss the upcoming virtual 2020 Sprott Symposium. For more information and to register, please click here.
Amir Adnani is founder and chairman of GoldMining Inc. For more information about his company, please follow this link: https://www.goldmining.com/
Dan Wilton and Rick Rule discuss the upcoming virtual 2020 Sprott Symposium. For more information and to register, please click here.
Dan Wilton is director and CEO of First Mining Gold Corp. For more information about his company, please follow this link: https://firstmininggold.com/.
Craig Parry and Rick Rule discuss the upcoming virtual 2020 Sprott Symposium. For more information and to register, please click here.
Craig Parry is president and CEO of IsoEnergy Ltd. For more information about his company, please follow this link: https://www.isoenergy.ca/.
Morgan Poliquin and Rick Rule discuss the upcoming virtual 2020 Sprott Symposium. For more information and to register, please click here.
Morgan Poliquin is president and CEO of Almaden Minerals. For more information about his company, please follow this link: https://almadenminerals.com/.
Rudi Fronk and Rick Rule discuss the upcoming virtual 2020 Sprott Symposium. For more information and to register, please click here.
Rudi Fronk is Chairman and CEO of Seabridge Gold Inc. For more information about his company, please follow this link: https://seabridgegold.net/
Darwin Green and Rick Rule discuss the upcoming virtual 2020 Sprott Symposium. For more information and to register, please click here.
Darwin Green is president and CEO of HighGold Mining Inc. For more information about his company, please follow this link: https://www.highgoldmining.com/.
Michael McNeilly and Rick Rule discuss the upcoming virtual 2020 Sprott Symposium. For more information and to register, please click here.
Michael McNeilly is the CEO of Metal Tiger Plc. For more information about his company, please follow this link: https://www.metaltigerplc.com/.
Tony Giardini and Rick Rule discuss the upcoming virtual 2020 Sprott Symposium. For more information and to register, please click here.
Tony Giardini is the president and CEO of Trilogy Metals Inc. For more information about his company, please follow this link: https://trilogymetals.com/.
Trey Wasser and Rick Rule discuss the upcoming virtual 2020 Sprott Symposium. For more information and to register, please click here.
Trey Wasser is the president and CEO of Ely Gold Royalties. For more information about his company, please follow this link: https://elygoldinc.com/.
Andy Schectman and Rick Rule discuss the upcoming virtual 2020 Sprott Symposium. For more information and to register, please click here.
Andy Schectman is the president of Miles Franklin. For more information on his company, please follow this link: https://www.milesfranklin.com/.
Ivan Bebek and Rick Rule discuss the upcoming virtual 2020 Sprott Symposium. For more information and to register, please click here.
Ivan Bebek is executive chairman and director of Auryn Resources Inc. For more information on his company, please follow this link: https://www.aurynresources.com/
Darin Labrenz and Rick Rule discuss the upcoming virtual 2020 Sprott Symposium. For more information and to register, please click here.
Darin Labrenz is the president and CEO of PureGold Mining Inc. For more information on his company, please follow this link: https://puregoldmining.ca/
Keith Barron and Rick Rule discuss the upcoming virtual 2020 Sprott Symposium. For more information and to register, please click here.
Keith Barron is chairman and CEO of Aurania Resources Ltd. For more information on his company, please follow this link: http://www.aurania.com/.
Leigh Curyer and Rick Rule discuss the upcoming virtual 2020 Sprott Symposium. For more information and to register, please click here.
Leigh Curyer is the founder, president and CEO of NexGen Energy Ltd. For more information on his company, please follow this link: https://www.nexgenenergy.ca/.
Keith Neumeyer and Rick Rule discuss the upcoming virtual 2020 Sprott Symposium. For more information and to register, please click here.
Keith Neumeyer is the president and CEO of First Majestic Silver. For more information on his company, please follow this link: https://www.firstmajestic.com/.
As the President and Chief Executive Officer, a director and a founder of Uranium Energy Corp (UEC: NYSE American), Amir Adnani advanced the Company from concept to U.S. production in its first five years, and has developed an extensive pipeline of low-cost, near-term production projects.
Mr. Adnani is also the founder and Chairman of GoldMining Inc. (GOLD: TSX; GLDLF: OTCQX), a gold-resources acquisition and development company that has grown to control a sizeable portfolio of gold projects across the Americas. By background, he is an entrepreneur, and earlier started and expanded two private companies.
Mr. Ridgway is a successful prospector and mining financier, gaining his initial experience with grass roots mineral exploration. Starting out as a prospector in the Yukon Territory in the 70's, Simon and the teams under his guidance have discovered gold deposits in Honduras, Guatemala and Nicaragua and silver deposits in Mexico. Simon is a founder and the Chairman of Fortuna Silver Mines, and Founder and CEO of Medgold Resources and Focus Ventures.
Mr. Parry is the current President and Chief Executive Officer of IsoEnergy Ltd. and is a Director of NexGen Energy Ltd.
Keith Neumeyer is the CEO of First Majestic Silver Corp and Chairman of First Mining Finance Corp.
Brien Lundin is the editor and publisher of Gold Newsletter. To learn more about Gold Newsletter, visit www.goldnewsletter.com.
Mr. Lundin is also the host of the famed New Orleans Investment Conference. To learn more, visit www.neworleansconference.com.
Rick Van Nieuwenhuyse, president and CEO of Trilogy Metals, and Rick Rule, hone in on the copper deposits and high-quality projects for the metals exploration company. Trilogy announced copper and cobalt metallurgical results for the Bornite Project located in the Ambler mining district of NW Alaska.
Leigh Curyer, president & Chief Executive Officer at NexGen Energy Ltd., and Rick Rule discuss catalysts on the horizon for the exploration and development company in the upcoming months. Curyer describes NexGen's portfolio of uranium exploration assets in the Athabasca Basin, Saskatchewan, Canada.
Hot Chili Limited's Managing Director, Christian Easterday, and Rick Rule, discuss Chile as a mining destination. Easterday highlights the importance of the mineral exploration company garnering a key position as a prominent copper developer on the ASX.
Dev Randhawa, CEO and Chairman of Fission Uranium, joins Rick Rule to discuss the trajectory for uranium prices in the current market and the PLS deposit in the Athabasca Basin.
Aurania's Chairman and CEO, Dr. Keith Barron, and Rick Rule offer a sneak peek into the junior mineral exploration company's plans in Ecuador. Ahead of the 2019 Sprott Vancouver Conference on Natural Resource Investing, Barron discusses how his previous record has prepared him for exploration success.
Rick Rule, president and CEO of Sprott US Holdings Inc. and Andy Schectman, president of Miles Franklin discuss the outlook for precious metals ahead of the 2019 Sprott Natural Resource Symposium.
Gary Shilling, economist, investment adviser and president of A. Gary Shilling & Co., joins Sprott Media's Remy Blaire at the NASDAQ MarketSite to focus on global recession risks. Monetary policy expectations and the rise of populism are considered amid the uncertain geopolitical environment.
Rudi Fronk, Chairman and CEO of Seabridge Gold joined Sprott's Rick Rule to discuss the outlook for gold prices and the assets of the development stage company. Fronk explains how Seabridge Gold offers exceptional leverage to a rising gold price.
Sprott Natural Resources Symposium, Adrian Day, CEO of Adrian Day Asset Management and editor of Global Analyst, joined Sprott's Rick Rule to discuss the investing landscape. The countdown to the annual gathering in Vancouver is only five months away and plenty of risk is on the horizon.
Michele Romanow, Dragons' Den's youngest "dragon," and co-founder of Clearbanc, joins Sprott Media's Remy Blaire at the NASDAQ MarketSite. Romanow breathes new life into investing in startups and shares vital life lessons learned as an entrepreneur.
David Stockman, former congressman and budget director for President Reagan joins Sprott Media's Remy Blaire at the NASDAQ MarketSite. Stockman discusses the premise behind his book, 'Peak Trump: The Undrainable Swamp And The Fantasy Of MAGA.'
David Stockman, former congressman and budget director for President Ronald Reagan joins Sprott Media's Remy Blaire at the NASDAQ MarketSite. Stockman warns of a stock market correction and looming political crisis in the U.S., while observing that the Federal Reserve is "out of dry powder." Tape Date: January 24, 2018.
Donald Luskin, Chief Investment Officer for Trend Macrolytics LLC, and Sprott Media's Albert Lu, recap the risk events that shook the markets in 2018 and discuss the outlook for 2019.
Danielle DiMartino Booth, CEO of Quill Intelligence, joins Remy Blaire at the NASDAQ MarketSite to discuss Federal Reserve policy and the latest comments from FOMC officials. The messages from current and former Fed members are dissected while Powell is graded for his ongoing term in the central bank.
Former Adviser to the President of the Dallas Fed and Quill Intelligence CEO, Danielle DiMartino Booth, joins Sprott's Remy Blaire, to discuss fundamentals affecting global and national economic growth. The effects of the partial U.S. government shutdown and the U.S.-China trade war are weighed as American wage-earners consider IRS tax withholding changes following tax reform legislation in 2018.
James G. Rickards, author and strategist, joins Remy Blaire of Sprott Media, to discuss gold and why "the little engine that could" will do more than chug higher when the Federal Reserve pauses. Rickards provides an explanation for why growth can occur during a depression and the warning signs that he considers point to an eventual recession in the U.S. economy.
Jim Rickards, author of The Road to Ruin, joins Remy Blaire at the NASDAQ MarketSite following the December FOMC rate announcement to discuss the trajectory of the Federal Reserve. Rickards weighs in on the U.S.-China trade war and the fundamental outlook for the global investment landscape.
Chris Gaffney, president of World Markets at TIAA Bank joins Remy Blaire at the NASDAQ MarketSite to weigh in on global growth expectations heading into year-end. Gaffney offers his take on the trajectory for the Federal Reserve and considers the outlook for commodities and the currency markets.
Jim Rogers, veteran investor and author of "Street Smarts," weighs in on the U.S.-China trade war ahead of the G20 meeting. Rogers considers current investing opportunities around the globe and the risks that could manifest with a bear market.
Jim Rogers, author of "Street Smarts" joins Sprott Media's Remy Blaire at the NASDAQ MarketSite to consider risks and opportunities on the investment horizon. Rogers offers his take on geopolitical and political risk around the globe and discusses the implications of potential scenarios.
Steve Todoruk, Senior Investment Executive at Sprott Global Resource Investments sits down with Albert Lu, President and CEO of Sprott U.S. Media to discuss investing in new discovery plays and the "right ingredients" that make up the ideal investment.
Rick Rule, Chairman of Sprott US Holdings, discusses the state of the uranium equity market, supply & demand for uranium, and the reasons why it can be an explosively cyclical market for the metal.
TOPICS IN THIS INTERVIEW:
00:09 'Why' Invest In Uranium Equities
03:20 When Will The Uranium Market Turn Higher?
05:20 Supply Destruction In The Commodity Business
08:16 Uranium Company Survivors - How Far Can They Run?
10:22 How To Invest In Uranium Companies - What To Look For
12:27 Mentally Preparing For The Risk
Rick Rule, Chairman of Sprott US Holdings, discusses the general state of the resource equity market. He notes that the "Cost of Money is high, Large commodity producers are depleting mine reserves," and are now shifting back toward exploration.
TOPICS IN THIS INTERVIEW:
00:33 'Cost of Capital' For Resource/Mining Companies Today
02:32 Where is Rick Rule Allocating His Capital?
05:20 Bear Markets Are Sales; Imagine Buying Entire Companies Outright
10:29 Prospect Generators - Unknown, Unloved, Unwanted--Perfect.
11:59 Anecdote - Major Miners Circling Prospect Generators
13:26 Will The Majors Buy Prospect Generators Outright--Or Just 'Partner'
Rick Rule, Chairman of Sprott US Holdings, discusses the increasing trend of M&A's in the Gold Mining Sector. He covers what's likely to come next, the types of companies which attract M&A, and how M&A's are impacting the mining sector overall.
TOPICS IN THIS INTERVIEW:
00:32 Growing M&A Trend In Gold & Mining Companies
02:32 Logic Behind Recent M&A Transactions
05:05 What Types of Companies Are Fertile For Acquisition
07:31 What Makes A Deposit A Good Take-Out Target
08:27 'Optionality' Deposits Are Something Much Different
09:51 How Does M&A 'Trickle-Down' And Affect Sector?
Rick Rule, Chairman of Sprott US Holdings, discusses the outlook for Resource Investing in Africa. He notes the continent hosts extraordinary geological formations, which contain dozens (and many undiscovered) very large, world class resource deposits. He further discusses his preferred method of investing in the continent.
TOPICS IN THIS INTERVIEW:
00:29 Africa: One of The Last Great Frontiers For Resource Investing
03:07 Western Institutional Investors Fearful of The Region
06:07 Africa Host of Many World Class Deposits
08:51 Continent Largely Unexplored - Lots More Exploration Upside
12:39 Defining Political Risk
Christopher Whalen, Chairman of Whalen Global Advisors LLC and publisher of 'The Institutional Risk Analyst' joins Sprott Media's Remy Blaire at the NASDAQ MarketSite. Whalen weighs in on the "boom and bust" of industries as he considers the implications of the Federal Reserve's normalization of monetary policy.
Donald Luskin, Chief Investment Officer of Trend Macrolytics LLC, emphasizes the importance of equilibrium and reciprocity in global trade. Luskin offers his perspective on the Chinese economy and points out the risks to the nation's outlook.
Donald Luskin, Chief Investment Officer of Trend Macrolytics LLC, and Albert Lu of Sprott Media, discuss trade policies and debate the consequences of trade wars on economies.
Donald Luskin, Chief Investment Officer of Trend Macrolytics LLC, discusses Federal Reserve monetary policy and offers his take on the current Chairman, Jerome Powell. Luskin weighs in on the Chinese economy and the implications of the trade war.
Don Luskin, Chief Investment Officer at Trend Macro, discusses the latest U.S. economic data and the outlook for inflation and expansion. Luskin weighs in on the implications of Federal Reserve rate hikes and considers the risks and opportunities in the market.
Whitney George, Chief Investment Officer at Sprott and Chairman of Sprott U.S. Holdings, weighs in on this week's equity market pullback. George discusses the importance of "redeploying the capital" when there are bargains in the broader market.
Come see Doug Casey and Rick Rule at the New Orleans Investment Conference, Nov. 1-4, 2018.
Register by October 12, 2018 to receive a special invitation to meet Doug Casey at the conference. Must register using the link: http://goldnewsletter.com/wp-content/uploads/2018/07/NOIC_2018_Rule.html
In this series, Rick Rule chats with top leaders in the natural resource sector.
- Morgan Poliquin, Almaden Minerals
- Ivan Bebek, Auryn Resources / Torq Resources
- Nav Dhaliwal, Bonterra Resources
- Dev Randhawa, Fission Uranium
- Amir Adnani, GoldMining Inc.
- Christian Easterday, Hot Chili
- Andy Schectman, Miles Franklin Precious Metals
- Amir Adnani, UEC
- Leah R. Curyer, NexGen Energy
Visit http://sprottconference.com for more information.
Douglas R. Casey, Founder and Chairman of Casey Research, weighs in on cryptocurrencies and the implications of technological advancements on society. Casey mulls the outlook for mankind and believes Bitcoin is "better than the USD but not better than Gold."
View the video: https://www.youtube.com/watch?v=pXkVWWOIB_g&list=PLcVjw7FDXXrbJttQlS6m-eDQyyt_8JJwp&index=2&t=0s
* More available from the 2018 Sprott Natural Resource Symposium:**
"Saudi Arabia of Uranium" | Positioned for Discovery Success: https://youtu.be/Jz8PPO_G8ks
Gold: Only Form of Money That's Lasted Test of Time: https://youtu.be/YOT3Pht_Jw0
Every Asset Has Risk | Minimize Impact with Strategy: https://youtu.be/YOT3Pht_Jw0
In this series, Rick Rule chats with top leaders in the natural resource sector.
- Morgan Poliquin, Almaden Minerals
- Ivan Bebek, Auryn Resources / Torq Resources
- Nav Dhaliwal, Bonterra Resources
- Dev Randhawa, Fission Uranium
- Amir Adnani, GoldMining Inc.
- Christian Easterday, Hot Chili
- Andy Schectman, Miles Franklin Precious Metals
- Amir Adnani, UEC
Visit http://sprottconference.com for more information.
In this series, Rick Rule chats with top leaders in the natural resource sector.
- Morgan Poliquin, Almaden Minerals
- Ivan Bebek, Auryn Resources / Torq Resources
- Nav Dhaliwal, Bonterra Resources
- Dev Randhawa, Fission Uranium
- Amir Adnani, GoldMining Inc.
- Christian Easterday, Hot Chili
- Andy Schectman, Miles Franklin Precious Metals
- Amir Adnani, UEC
Visit http://sprottconference.com for more information.
In this series, Rick Rule chats with top leaders in the natural resource sector.
- Morgan Poliquin, Almaden Minerals
- Ivan Bebek, Auryn Resources / Torq Resources
- Nav Dhaliwal, Bonterra Resources
- Dev Randhawa, Fission Uranium
- Amir Adnani, GoldMining Inc.
- Christian Easterday, Hot Chili
- Andy Schectman, Miles Franklin Precious Metals
- Amir Adnani, UEC
Visit http://sprottconference.com for more information.
In this series, Rick Rule chats with top leaders in the natural resource sector.
- Morgan Poliquin, Almaden Minerals
- Ivan Bebek, Auryn Resources / Torq Resources
- Nav Dhaliwal, Bonterra Resources
- Dev Randhawa, Fission Uranium
- Amir Adnani, GoldMining Inc.
- Christian Easterday, Hot Chili
- Andy Schectman, Miles Franklin Precious Metals
- Amir Adnani, UEC
Visit http://sprottconference.com for more information.
Joel Litman, President & CEO of Valens Research, joins to the show to discuss the disruption in the real estate market and who's taking advantage of the opportunities.
In this series, Rick Rule chats with top leaders in the natural resource sector.
- Morgan Poliquin, Almaden Minerals
- Ivan Bebek, Auryn Resources / Torq Resources
- Nav Dhaliwal, Bonterra Resources
- Dev Randhawa, Fission Uranium
- Amir Adnani, GoldMining Inc.
- Christian Easterday, Hot Chili
- Andy Schectman, Miles Franklin Precious Metals
- Amir Adnani, UEC
Visit http://sprottconference.com for more information.
In this series, Rick Rule chats with top leaders in the natural resource sector.
- Morgan Poliquin, Almaden Minerals
- Ivan Bebek, Auryn Resources / Torq Resources
- Nav Dhaliwal, Bonterra Resources
- Dev Randhawa, Fission Uranium
- Amir Adnani, GoldMining Inc.
- Christian Easterday, Hot Chili
- Andy Schectman, Miles Franklin Precious Metals
- Amir Adnani, UEC
Visit http://sprottconference.com for more information.
Chris Mayer, the author of "100 Baggers: Stocks That Return 100-to-1 and How to Find Them", joins the show to talk about the Berkshire Hathaway annual meeting and Warren Buffett's comments on gold.
In this series, Rick Rule chats with top leaders in the natural resource sector.
- Morgan Poliquin, Almaden Minerals
- Ivan Bebek, Auryn Resources / Torq Resources
- Nav Dhaliwal, Bonterra Resources
- Dev Randhawa, Fission Uranium
- Amir Adnani, GoldMining Inc.
- Christian Easterday, Hot Chili
- Andy Schectman, Miles Franklin Precious Metals
- Amir Adnani, UEC
Visit http://sprottconference.com for more information.
In this series, Rick Rule chats with top leaders in the natural resource sector.
- Morgan Poliquin, Almaden Minerals
- Ivan Bebek, Auryn Resources / Torq Resources
- Nav Dhaliwal, Bonterra Resources
- Dev Randhawa, Fission Uranium
- Amir Adnani, GoldMining Inc.
- Christian Easterday, Hot Chili
- Andy Schectman, Miles Franklin Precious Metals
- Amir Adnani, UEC
Visit http://sprottconference.com for more information.
Adam Taggart, Co-Author of “Prosper!: How to Prepare for the Future and Create a World Worth Inheriting” and Co-Publisher of PeakProsperity.Com, conveys the importance of the interrelated “8 Forms of Capital.”
Joel Litman, President and CEO of Valens Research with his take on earnings season and the outlook for the broader markets. Litman talks value as equity markets remain elevated amid recent volatility.
Valens is a corporate performance and investment research and analytics firm.
Rick Rule, President and CEO of Sprott US Holdings Inc. weighs in on the trajectory of gold prices. Rule discusses the prospect generator model and private placements ahead of his panel discussion.
Jeffrey Tucker at Libertopia 2018. Full video interview available at http://sprottmedia.com.
Experience can be a great teacher with many difficult lessons to impart. The marketplace has its seasons that bring both expected and abnormal patterns. Sprott U.S. Holdings Inc.'s President and CEO, Rick Rule, spoke to veteran investor and market economist, Doug Casey. Rick and Doug offer colorful insights into a variety of intriguing topics that will leave you with as many questions as answers.
With decades of experience in the commodity markets it can be an easier feat to weather the storms and bask in the rays of the golden ages. Doug says it is inevitable that the "bad times turn into the good," and cyclicality comes with the territory. As Rick and Doug reflect on the past 35 years they discuss whether we are at "the beginning of a bull market in commodities" or not.
Volatility and velocity are two words that are now an integral part of the market watcher’s vocabulary. February is a short month but wild swings in the market have been fast and furious. With so many swift moves in such a short period of time the passive investor has more than one reason to come out of hibernation.
As we take a look ahead, inflation and economic growth will be closely monitored amid global monetary policy shifts. Whitney George is Chairman of Sprott U.S. Holdings. Inc. and Senior Portfolio Manager at Sprott Asset Management USA. Take a closer look at Whitney’s insights on recent market volatility and why opportunities abound for value investors.
James G. Rickards joins Remy Blaire in the aftermath of the 'Gold vs. Bitcoin' debate with James Altucher at the Stand Up NY comedy club. Rickards weighs in on the outlook for commodities and cryptocurrencies in "the year of living dangerously.
View the original presentation (with slides) here: http://edge.media-server.com/m/p/m2qy...
For information on the Money Cruise visit: http://rule.moneyshow.com
Rick Rule (moderator) discusses the prospects for gold, mining companies, crypto-currencies and more with panelists Mike Burnick, Sean Brodrick, Byron King and Brien Lundin.
Whitney George, chairman of Sprott U.S. Holdings, shares his method of identify the best value stocks.
Read Whitney's interview in Value Investor Insights (below)
http://www.sprott.com/media/1688/value-investor-insights-whitney-george-12-30-17-reprint.pdf
Interview Highlights
[1:22] Thoughts on 2017-- double digit returns-- capitalism working again
[3:45] Will active management return to favor in 2018?
[6:38] What does the value investor do during long upward trends?
[7:55] How will higher interest rates affect the value investor?
[10:20] Do interest rates change your time horizon?
[11:07] Tax cuts are generally good.
[12:35] Should companies be re-investing or returning capital in 2018?
[13:52] How does a weak US dollar impact your portfolio?
[14:58] What do companies like Apple, Exxon-Mobil, and Microsoft have in common with the smaller companies in your portfolio?
[18:55] Why do you like Cirrus Logic?
Tweet @albertklu
About the guest
W. Whitney George has been the portfolio manager of the Sprott Focus Trust since 2003. Prior to joining Sprott, he was a Managing Director and Portfolio Manager of Royce and held positions with Dominick & Dominick, Inc., WR Lazard & Laidlaw, Inc., Laidlaw, Adams & Peck, and Oppenheimer & Co. Inc. He holds a bachelor's degree from Trinity College.
About the host
Albert Lu (@AlbertKLu) is the President & CEO of Sprott US Media and an Investment Adviser Representative with Sprott Asset Management USA in Carlsbad, California.
Contact him via:
Twitter @AlbertKLu
Web at http://sprottmedia.com
Links
http://sprottconference.com
Full webinar: http://edge.media-server.com/m/p/m2qy5qiw
Cruise information: http://rule.moneyshow.com
James Rickards is the bestselling author of Currency Wars, The Death of Money, The New Case for Gold, and The Road to Ruin.
Interview Highlights
[0:55] Update on N. Korea -- A war is not priced into the market. Is it a real possibility?
[8:05] How important is the language coming out of the White House?
[12:05] Is Jerome Powell a surprise choice for Fed Chairman?
[20:30] Will Powell be 'innovative' with policy?
[24:00] Are bond yields providing a good signal to investors?
Tweet @albertklu @jamesgrickards
About the guest
James Rickards (@JamesGRickards) is a New York Times Bestselling author and the chief global strategist at Meraglim, Inc.
About the host
Albert Lu (@AlbertKLu) is the President & CEO of Sprott US Media and an Investment Adviser Representative with Sprott Asset Management USA in Carlsbad, California.
Contact him via: Twitter @AlbertKLu Web at http://sprottmedia.com
Links
http://meraglim.com - James' company
http://sprottUSA.com - Info on the webcast
http://sprottconference.com
Tekoa Da Silva interviews Rick Rule on the current state of the resource sector.
Interview Highlights
[0:54] What are the attractive themes in the resource market?
[2:45] Compare the market now (late-2017) to that of 2015.
[4:00] Which segments of the space do you find most attractive now?
[5:50] Talk about buying stocks when they're on sale?
[12:14] Are you competitors also ready to talk advantage of a sale in equities?
[13:14] Explain the idea of being a contrarian.
[17:19] Talk about thinking in terms of "when" not "if".
About the show
As the media arm of Sprott US Holdings Inc., we strive to produce the highest quality and most reliable market news and commentary in the natural resource sector. Our vision is to connect scarce knowledge with the people who seek it and to inspire intelligent investing decisions.
About the guest
Rick Rule is the president and CEO of Sprott U.S. Holdings, Inc.
Tekoa Da Silva is an investment executive at Sprott Global Resources Investments
Contact them via: Web: http://www.sprottglobal.com
Tekoa Da Silva interviews Rick Rule about two of his favorite investing books, "The Intelligent Investor" and "Securities Analysis."
Interview Highlights
[0:56] How did "The Intelligent Investor" save you from a career in law.
[3:50] What's the difference between price and value?
[5:55] Differentiate between the acts of investing and speculating.
[8:45] What do you consider attractive equity valuations?
[13:04] Can these lessons be applied to assets other than securities?
[15:00] Comment on your own transition from business owner to investor.
About the show
As the media arm of Sprott US Holdings Inc., we strive to produce the highest quality and most reliable market news and commentary in the natural resource sector. Our vision is to connect scarce knowledge with the people who seek it and to inspire intelligent investing decisions.
About the guest
Rick Rule is the president and CEO of Sprott U.S. Holdings, Inc. Tekoa Da Silva is an investment executive at Sprott Global Resources Investments
Contact them via: Web: http://www.sprottglobal.com
In this interview, Rick Rule and longtime friend Richard Maybury, publisher of U.S. & World Early Warning Report, explore the economic and political consequences of U.S. foreign policy amid growing tension between the Trump Administration and North Korea.
Tweet comments @RealRickRule
Interview Highlights
[1:48] What do you see happening in Europe? The move toward nationalism.
[4:50] Will nationalism harm the European economy?
[8:22] Does it make sense to hold U.S. defense stocks?
[10:24] What will be the impact on natural resources?
[14:45] What will be the role of China in the global economy?
[18:15] Nobody is going to fire a nuclear weapon at the United States
[22:54] Summarize the American political and economic outlook
About the show As the media arm of Sprott US Holdings Inc., we strive to produce the highest quality and most reliable market news and commentary in the natural resource sector. Our vision is to connect scarce knowledge with the people who seek it and to inspire intelligent investing decisions.
About the guest
Richard Maybury is widely regarded as one of the top free-market writers in America. His articles have appeared in the Wall Street Journal, USA Today and other major publications. President of Henry Madison Research, Inc., Mr. Maybury is a world-renowned author, lecturer and analyst who consults with business firms and individuals in the U.S. and Europe. Mr. Maybury is often compared to General Billy Mitchell. You may remember that Mitchell foretold the Japanese attack on Pearl Harbor; he was one of those rare individuals with the amazing knack for seeing through the "conventional wisdom" and political smoke screens, to spot crucial new trends - the kind that catch most other experts by surprise.
Contact him via: Web: https://www.richardmaybury.com
About the host:
Rick Rule is the President & CEO of Sprott U.S. Holdings, Inc.
Contact him via: Twitter @RealRickRule Web at http://sprottmedia.com
NGEx Resources' president and CEO, Wojtek Wodzicki, joins the Power & Market Report to discuss his outlook for copper.
Tweet comments @AlbertKLu #copper
Interview Highlights
[0:30] Introduction to NGEx Resources
[1:12] Bullish outlook on copper
[3:12] Copper usage rising aggressively in electric vehicles
[4:42] Copper price chart
[5:55] Outlook for electric car adoption
[7:20] What economic performance does copper need to thrive?
[9:12] De-risking mining projects
[11:15] Long-run benefits of taking care of baseline environment concerns
About the show
As the media arm of Sprott US Holdings Inc., we strive to produce the highest quality and most reliable market news and commentary in the natural resource sector.
Our vision is to connect scarce knowledge with the people who seek it and to inspire intelligent investing decisions.
About the guest
Dr. Wodzicki has worked in the international mining industry since 1987 and has managed exploration programs on five continents. He is a geologist by training and has a doctorate in Geosciences from the University of Arizona. He previously served as Vice President of Strategic Partnerships for Lundin Mining Corporation and President, CEO and Director of Sanu Resources Ltd. Prior to joining the Lundin Group, Dr. Wodzicki was with Teck Cominco Ltd. in a variety of roles that included managing exploration offices in Bolivia, Peru, Chile, and Argentina. He finished his career with Teck Cominco as General Manager of Exploration for North America and Europe-Africa.
Contact him via:
Web: http://www.ngexresources.com
About the host: Albert Lu is the President & CEO of Sprott US Media.
Contact him via:
Twitter @AlbertKLu
Web at http://sprottmedia.com
Tekoa Da Silva interviews Rick Rule on the potentially explosive bull market coming in uranium.
About the show
As the media arm of Sprott US Holdings Inc., we strive to produce the highest quality and most reliable market news and commentary in the natural resource sector.
Our vision is to connect scarce knowledge with the people who seek it and to inspire intelligent investing decisions.
About the guest
Rick Rule is the president and CEO of Sprott U.S. Holdings, Inc.
Tekoa Da Silva is an investment executive at Sprott Global Resources Investments
Contact them via:
Web: http://www.sprottglobal.com
In anticipation of the 2017 New Orleans Investment Conference, Rick Rule assembled a distinguished panel to discuss the state of the gold market and opportunities in mining stocks.
You can see the entire panel of experts at this year's New Orleans Investment Conference.
http://neworleansconference.com
October 25-28, 2017
For over four decades, there’s been only one sure thing in investing: The New Orleans Investment Conference.
Thousands of investors will testify that the New Orleans Conference is the single best place to learn how to protect and build your wealth during uncertain markets.
And today’s uncertain investing environment is undoubtedly one of the riskiest and potentially profitable periods in history.
The four-decade record clearly shows it is in times like these that the New Orleans Conference truly shines.
And that’s why we’re building another value-packed agenda for New Orleans 2017 — with dozens of the world’s top experts to address every one of the crucial problems, risks and opportunities facing investors today.
With celebrated authorities in geopolitics, economics and every asset class — including many of the top experts in gold, metals and mining shares — this year’s conference will more than live up to our reputation as “the world’s greatest investment event!”
David Garofalo, President & CEO, Goldcorp
http://goldcorp.com
Rick Rule discusses the highlights from David Garofalo's keynote speech at the 2017 Sprott Vancouver Natural Resource Symposium.
Rick also tackles attendee-submitted questions.
Interview Highlights
[5:30] Gold companies as leverage instruments
[7:30] What happened to gold companies during the last decade?
[9:17] Did companies rush to produce uneconomical deposits?
[10:40] What is the consequence of falling gold reserves?
[14:03] The industry has under-invested in exploration for two decades.
[16:00] How can investors protect themselves against the uncertainties of the gold mining business
[19:58] Is the progression of gold mining companies to real companies real?
[23:47] Conference attendee Q&A
1. What was your costliest investment mistake?
2. Can you comment on the psychology of investing?
3. If you could pick three jockeys, who would you pick?
4. What are you thoughts on the use of trailing stops?
5. What traits attract you to a company and what traits cause you to walk way?
About the guest
Rick Rule is the president and CEO of Sprott U.S. Holdings, Inc.
Contact him at: http://sprottglobal.com
About the host: Albert Lu is the President & CEO of Sprott US Media.
Contact him via:
Twitter @AlbertKLu
Web at http://sprottmedia.com
John Borshoff, founder of Paladin Energy and CEO of Deep Yellow Ltd., explains what it takes to make a globally recognized, multi-billion dollar uranium mining company. Tweet comments @AlbertKLu #deepyellow
Interview Highlights
[0:40] History of Paladin Energy [7:00] Struggles at Paladin [9:08] The Deep Yellow team [10:40] Uranium companies are like the airlines [12:55] Planning for decades in the future [15:04] The advantage of no Chinese equity in Deep Yellow [16:55] The advantage of no private equity in Deep Yellow [19:34] On coming out of retirement
About the guest Mr Borshoff is a geologist and uranium industry veteran who founded Paladin Energy Limited in 1993, taking that company from a junior explorer to a globally recognized, multi-billion dollar uranium mining company. Mr Borshoff joined the Deep Yellow Board in October 2016.
Contact him via: Email: info@deepyellow.com.au Web: http://www.deepyellow.com.au
About the host: Albert Lu is the President & CEO of Sprott US Media.
Contact him via: Twitter @AlbertKLu Web at http://sprottmedia.com
Brien Lundin, the editor of Gold Newsletter and president of the New Orleans Investment Conference, joins Albert to discuss the recent downward move in gold and his conference later this month.
Tweet comments @AlbertKLu #gold #neworleansconference
Interview Highlights
[4:29] What's behind the recent drop in the gold price?
[8:00] Is the US poised for a continued recovery?
[10:13] Will tax cuts propel US markets higher?
[11:55] Will equity investors rotate into bonds?
[13:17] How far will the Fed raise rates before turning around?
[15:07] Does the market get a rate hike in Dec. 2017?
About the show
As the media arm of Sprott US Holdings Inc., we strive to produce the highest quality and most reliable market news and commentary in the natural resource sector.
Our vision is to connect scarce knowledge with the people who seek it and to inspire intelligent investing decisions.
About the guest
Brien Lundin is the editor of Gold Newsletter and the president of the New Orleans Investment Conference.
Contact him via:
Web: http://neworleansconference.com
About the host: Albert Lu is the President & CEO of Sprott US Media.
Contact him via:
Twitter @AlbertKLu
Web at http://sprottmedia.com
2017 Sprott Vancouver Natural Resource Symposium
James Rickards is the bestselling author of Currency Wars, The Death of Money, The New Case for Gold, and the Road to Ruin. Last year, he predicted the Trump victory when very few saw it coming. Now he sees a trade war with China and a shooting war with N. Korea.
Visit http://sprottconference.com to download an audio recording of James' Vancouver speech (purchase required).
Tweet @albertklu @jamesgrickards
About the guest
James Rickards (@JamesGRickards) is a New York Times Bestselling author and the chief global strategist at Meraglim, Inc.
About the host Albert Lu (@AlbertKLu) is the President & CEO of Sprott US Media and an Investment Adviser Representative with Sprott Asset Management USA in Carlsbad, California. Contact him via: Twitter @AlbertKLu Web at http://sprottmedia.com
Links
http://meraglim.com - James' company
http://sprottUSA.com - Info on the webcast http://sprottconference.com - Purchase the MP3 of James' keynote speech here
Brandon Zick and Hunt Stookey of Ceres Partners join the Power & Market Report for a discussion on farmland investing.
Tweet comments @AlbertKLu #farmland
Interview Highlights
[1:00] High-level view of the US farming sector
[1:57] What is causing the downward pressure on crop prices?
[3:10] Do we have a sustained rally in corn prices?
[3:46] Will we return to peak farming profits?
[5:29] Farmland as a complement to precious metals
[9:22] The importance of water rights
[16:53] Which crops are of interest to Ceres?
[18:08] Solar energy applications
[19:55] Farming as a hedge against stock market volatility
[22:38] Farmland expected real ROI
About the show
As the media arm of Sprott US Holdings Inc., we strive to produce the highest quality and most reliable market news and commentary in the natural resource sector.
Our vision is to connect scarce knowledge with the people who seek it and to inspire intelligent investing decisions.
About the guests
Brandon Zick focuses on managing all assets of the farm portfolio, performing valuation analysis and due diligence of property acquisitions, deal sourcing and negotiating acquisition terms, tenant sourcing and ongoing relationship management and oversees all portfolio management of the Fund.
Hunt Stookey brings broad experience in agribusiness and private equity. Prior to joining Ceres, Hunt was Director of Agriculture at AEW Capital Management, a $45 billion manager of commercial real estate investments.
Contact them via:
Web: https://www.cerespartners.com/
About the host: Albert Lu is the President & CEO of Sprott US Media.
Contact him via:
Twitter @AlbertKLu
Web at http://sprottmedia.com
Michael Kosowan, the president and CEO of Torq Resources, joins Albert Lu and Sonia Shirprashad at the Sprott Natural Resource Symposium in Vancouver.
Tweet comments @AlbertKLu #torqresources
Interview Highlights
[0:47] Introduction to Torq Resources
[3:13] On pedigree and treasury
[4:55] The reason scale and jurisdiction are so important
[8:03] What prompted the change in name?
About the guest
Mr. Kosowan holds a Master’s of Applied Science degree, is a Mining Engineer (P.Eng.) and a former Investment Advisor of Sprott Private Wealth (Canada) and Sprott Global Resources Inc (USA). Michael is also an industry expert with over 20 years experience in the junior mining sector. For the past 17 years, he has been leading mining investment and financings in the USA and Canada through his work with Sprott and other premier brokerage houses. Previously, Mr. Kosowan worked for a number of top-tier Canadian mining companies such as Placer Dome, Falconbridge and Inco, as a project Engineer, and for Atapa Minerals in Indonesia and Peru, as an Exploration Manager. Currently, Mr. Kosowan serves as a Director at Auryn Resources.
Contact him via:
Web: http://torqresources.com
About the host: Albert Lu is the President & CEO of Sprott US Media.
Contact him via:
Twitter @AlbertKLu
Web at http://sprottmedia.com
David Stockman is the bestselling author of Trumped and The Great Deformation. He joins Albert at the 2017 Sprott Natural Resource Symposium following his keynote address.
Tweet comments @AlbertKLu #davidstockman
Interview Highlights
[0:28] All prices are falsified and distorted
[2:44] Stock prices are a pig going through a python
[3:27] Can the Fed shrink the balance sheet without crashing the bond market?
[4:16] Everybody is a speculator now
[5:43] How big is the repo financing problem in the bond market?
[8:37] The Great Reagan Expansion was actually an experiment in Keynesian economics
[10:52] Sell the stocks. Sell the house. Sell the wife. Sell the kids. Sell everything.
About the guest
David Stockman is the ultimate Washington insider turned iconoclast. He began his career in Washington as a young man and quickly rose through the ranks of the Republican Party to become the Director of the Office of Management and Budget under President Ronald Reagan. After leaving the White House, Stockman had a 20-year career on Wall Street.
Contact him via:
Web: http://davidstockmanscontracorner.com/
About the host: Albert Lu is the President & CEO of Sprott US Media.
Contact him via:
Twitter @AlbertKLu
Web at http://sprottmedia.com