EPISODE · Feb 11, 2026 · 36 MIN
Rick Rule: Why Uranium, Oil & Silver Stocks Are Set to Win Big
from In it to Win it · host Steve Barton
Rick Rule is a globally respected commodities investor, natural resource financier, and long-time advocate of disciplined contrarian investing . 📩 2026 Rule Symposium 📩 Substack In this episode of In It To Win It he returns to break down what is really driving today's commodity markets. Rick opens the discussion by addressing the emotional whiplash investors experience during periods of extreme volatility, particularly in precious metals, and explains why price action tends to validate narratives only after the easy money has already been made. Drawing directly from current market conditions, Rule explains why silver, gold, oil equities, platinum group metals, and uranium must be viewed through a long-term, math-driven lens rather than short-term sentiment. He outlines why underinvestment in oil and gas is setting up future supply deficits, why uranium's term market signals tightening fundamentals, and why platinum's pullback has improved its risk-reward profile. The conversation also highlights Chile, Brazil, and Argentina as the most attractive Latin American jurisdictions for resource investment and reinforces Rule's core message: investors who abandon contrarian discipline in cyclical markets inevitably become victims of volatility rather than beneficiaries of it. Key Insights in this episode: ✅ Precious metals volatility creates opportunity for disciplined investors ✅ Silver is more attractive after pullbacks than at market highs ✅ Emotion is the enemy; math and valuation matter most ✅ Miners can outperform bullion in strong price environments ✅ Oil equities are benefiting from long-term underinvestment ✅ Uranium offers a compelling risk-reward setup ✅ Platinum looks stronger after speculative excess clears ✅ Contrarian thinking is essential in commodity cycles 📩 2026 Rule Symposium 📩 Substack 👉 Technical Analysis Video Series Tools for Success that I Love and find Helpful / Affiliates: Rule Classroom (Free) Rule Classroom Plus (2 Free Months) TradingView (Free) Lobo's Weekly Recap (Free) Uranium Insider Justin Huhn Newsletter Chapters: 00:00 Rick Rule Returns 00:38 Market Volatility & Investor Psychology 06:44 Silver, Gold & Miner Re-Rating 09:56 Best Latin American Countries 12:37 Chile, Brazil & Argentina Breakdown 13:22 Oil Prices & Energy Stocks 16:33 Platinum & Palladium Outlook 17:20 PGM Miners Re-Rating Potential 18:49 Mechanized Mining & Platreef 22:24 Top Bullish Commodities 25:19 Uranium Spot vs Term Market 27:29 Rule Symposium Preview 35:07 Rule Classroom & Closing Remarks DISCLAIMER: I am not a financial advisor. This is not financial advice. I only express my opinion based on my experience, and your experience may be different. These videos are for educational and motivational purposes only. Investing of any kind involves risk. Do your own due diligence. Every investment and bet comes with the risk that your capital could go to zero. WHAT I DO: I spread out my investments. It's not all on one thing. For every bet that I make, I devote one hour of study per month to that investment. I keep the number of bets to what I can feasibly study. AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, the show may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion. I recommend them because they are helpful and useful, not because I am looking for the small commission. Thank you for using the links. #RickRule #Commodities #Gold #Silver #Uranium #OilStocks #Platinum #MiningStocks #Energy #ContrarianInvesting #NaturalResources #PreciousMetals #SilverSqueeze #GoldInvesting #UraniumMarket #OilAndGas #EnergyEquities #MiningInvesting #MinerStocks #ResourceStocks #HardAssets #InflationHedge #DollarDebasement #CommoditySupercycle #GlobalMacro #ValueInvesting #LongTermInvesting #MarketVolatility #InvestorPsychology #RuleSymposium #SteveBarton #InItToWinIt
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Rick Rule: Why Uranium, Oil & Silver Stocks Are Set to Win Big
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