Eps 9: Strait of Hormuz Crisis: Rick Rule’s Bold Take on Oil, Risk, and Profits
Join host Lyndsay Malchuk on Markets and Leaders, reporting live from PDAC 2026 in Toronto, for an exclusive and provocative interview with Rick Rule, the founder of Rule Investment Media and a true legend in natural resource investing. As the Strait of Hormuz crisis ignites oil prices and reignites inflation fears, Rick shares his no-nonsense perspective on what’s really driving the markets. In this deep dive, we move beyond the headlines to discuss the arithmetic of oil supply and demand, the difference between fear-driven speculation and long-term investment, and why he’s rotating out of silver and into silver stocks. Rick also offers his contrarian views on the lithium hype, the enduring value of farmland, and the surprising resilience of the US economy. Whether you’re a seasoned investor or just trying to navigate the chaos, this conversation is a masterclass in turning volatility into opportunity.



