The Interview- Fleckenstein and Rule: Miners Are a Call on Unintended Fed Policy w/ Bill Fleckenstein & Rick Rule

The Interview- Fleckenstein and Rule: Miners Are a Call on Unintended Fed Policy w/ Bill Fleckenstein & Rick Rule

Bill Fleckenstein, president of Fleckenstein Capital, sits down with Rick Rule, president and CEO of Sprott U.S. Holdings Inc., to talk about the macro drivers of the recent precious metals bull market and what to look for when investing in miners. Using their decades of experience in the industry, Rule and Fleckenstein explain why regardless of a specific price target and because precious metals investments as a percentage of the total market for savings and investments is far below the average over the past 50 years, reversion to the mean has precious metals exposed investments poised to march higher. Rule provides his explanation as to why Warren Buffet, who has called gold a pet rock in the past, has recently allocated a portion of Berkshire Hathaway's portfolio in Barrick Gold Corporation. Fleckenstein argues that there is a problem with using traditional NAV-based analysis and provides viewers with strategies to find hidden value when analyzing miners and to avoid the pitfalls that many investors fall victim to when investing in the space. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Jaksot(2069)

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Software stocks get slammed, gold keeps climbing, and Bitcoin loses key support again. Palvatar covers today’s key macro and market headlines — from Claude’s AI plugin rattling software firms to AMD’s...

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Markets are ripping back after a wave of fear. Palvatar breaks down the massive upside surprise in U.S. manufacturing, Musk’s record-breaking $1.25T xAI merger with SpaceX, and wild moves in gold, sil...

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Markets Crash: Gold’s Worst Day Since 1983, BTC Dives, Fed Jitters Hit Equities

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Welcome back to the markets after a brutal weekend. Gold just had its worst day since 1983, crashing 9%, while silver fell a staggering 27%—the largest drop ever recorded. Add to that steep decline...

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Oil, Metals, and More Geopolitical Risk | Macro Mondays: Feb. 2, 2026

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Andreas Steno and Mikkel Rosenvold of Steno Research break down the mounting U.S.–Iran tensions, the implications for oil, the U.S.–China decoupling, strategic mineral stockpiles, and supply-chain wea...

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Markets Rattle as Warsh Named Fed Chair & BTC Hits $81K

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Markets were hit with a surge of volatility after President Trump confirmed Kevin Warsh as his nominee for Fed Chair, raising fresh uncertainty around U.S. monetary policy. The VIX jumped as much as 1...

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Fed Holds Steady, Big Tech Earnings Diverge, and Commodities Surge: PALvatar Market Recap, January 29 2025

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🔥 Get FREE ACCESS to Real Vision https://rvtv.io/41fVHWF . ⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powe...

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