Real Asset Reset Is Underway: Rick Rule Warns Trust Is Gone and Commodities Will Soar

Legendary investor Rick Rule returns to Kitco News to sound the alarm on a breakdown in global trust—and the capital rotation it’s triggering. In this high-stakes interview with anchor Jeremy Szafron, Rule explains how confidence in fiat currencies, central banks, and government deficits is rapidly eroding, setting the stage for a generational shift into gold, silver, copper, and uranium.

With silver supplies tightening, copper facing a structural deficit, uranium consolidating, and miners finally catching a bid, Rule makes the case for why hard assets are now in the driver’s seat. He warns that the “bubble in trust” that inflated markets for 40 years is deflating—and serious investors need to act accordingly.

Key topics:
-Gold, silver, copper, uranium: Where the smart money is rotating
-The "bubble in trust" and what happens when it bursts
-Gold miner earnings and the M&A setup
-Why silver could squeeze—even if COMEX cash-settles
-Copper supply risks after 30 years of underinvestment
-Uranium's 24-month pause—and what happens after
-Why no jurisdiction is truly safe anymore
-The next leg of the real asset reset

Follow Jeremy Szafron on X: @JeremySzafron (https://x.com/JeremySzafron)
Follow Kitco News on X: @KitcoNewsNOW (https://x.com/KitcoNewsNOW)
Follow Rick Rule on X: @RealRickRule (https://x.com/RealRickRule)

00:00 Introduction
01:11 Attendee Growth and Conference Success
03:07 Investor Sentiment and Market Confidence
04:10 Gold Miners' Performance and Market Trends
07:50 Investment Strategies and Company Picks
11:01 Silver Market Analysis
16:52 Uranium Market Outlook
19:49 Copper Market Opportunities
24:55 Final Thoughts

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Disclaimer:
The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video.