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Today on the show, Rick Rule breaks down the real implications of escalating geopolitical conflict in the Middle East and what it means for energy markets, uranium, and global supply chains. He explains why short-term volatility in oil, gold, and copper may be misleading, and where long-term opportunity is quietly building. Connect with Rick: https://x.com/RealRickRule https://www.ruleinvestmentmedia.com/ https://events.ringcentral.com/events... https://ruleclassroom.com/ Brought to you by US Gold Corp (NASDAQ: USAU) https://www.usgoldcorp.com/ Learn to invest alongside the top minds in commodities. Join The Commodity University today. CLICK: https://linkly.link/26yH9 Sign up for Jay’s newsletter at https://2ly.link/211gx 00:00 – Intro 00:45 – Oil & gas outlook amid geopolitical conflict 02:00 – Damage to global energy infrastructure 04:10 – Long-term implications for global energy markets 05:00 – Why uranium could be the biggest beneficiary 06:00 – LNG, fertilizers & supply chain diversification 07:00 – Risk of broader Middle East conflict (Sunni vs Shia) 08:35 – Russia & China strategy in the conflict 11:05 – Strait of Hormuz and escalation risks 15:00 – U.S. foreign policy vs domestic priorities 19:45 – Market reactions: rates, gold, and the dollar 21:35 – Gold stocks sell-off = buying opportunity 23:20 – Psychology of buying during market fear 27:00 – Wheaton Precious Metals & long-term positioning 29:30 – Junior miners: capital allocation strategy 31:00 – Silver stocks & market mispricing 34:00 – Royalty companies vs producers 35:50 – Copper outlook & Ivanhoe Electric 39:15 – Taking profits vs holding long-term 40:00 – Conference demand & market sentiment 45:30 – “Buy hate, sell love” strategy Copyright © 2025 Cambridge House International Inc. All rights reserved.