Rick Rule: Why Copper Shortfalls Become Acute and What It Means
Update: 2025-12-21
Description
Rick Rule of Rule Investment Media joins host Andy Millette to break down how capital scarcity, political risk, and long-cycle supply constraints are reshaping the opportunity set in natural resources. Rick explains what makes a merger truly value-creating, why jurisdiction and permitting remain decisive risk factors, and what he believes investors should be watching into 2026—especially across gold, copper, nickel, and oil and gas. #Millettian In this conversation we cover: The logic behind “intelligent” M&A and when scale actually improves outcomes Why certain jurisdictions can quietly destroy returns through delays and uncertainty Copper’s structural deficit and why future shortfalls could…
Comments
In Channel
Download from Google Play
Download from App Store
United States00:00
00:00
x
