Thursday, January 8th, 2026
Investment Director Tom Dyson talks individual oil and gas stocks below with our go-to expert on natural resources, Rick Rule. Please enjoy!
Tom Dyson: Hi, Rick. Thanks for joining us.
Rick Rule: Tom, it’s a pleasure to be on with you. I’m a huge fan of your writing and Bill’s writing and of your staff, so it’s an honor to be on.
Tom: The feeling is mutual. I read and watch almost everything you put out. You just get more and more prolific as time goes on. It’s amazing.
Rick: Well, when I resigned my position at Sprott, three years too late, but better late than never, I learned at Sprott that I was spending half of my time on administration, which didn’t make anybody any money, and it constrained what I was able to say. Now, I have freedom and time. Maybe you can teach an old dog new tricks.
Tom: Yeah. You just started a newsletter too. Better late than never.
Rick: Yeah, I think that’s right. Not wanting to be necessarily marketing newsletters in the old Agora format, which is to say three adjectives per sentence. I decided to make this newsletter free for a while. If we decided to make it a subscription publication, what we’re going to say to the people is, “If you’ve enjoyed this for free, perhaps you’d care to pay us a little.”
So yes, we do have a newsletter, and it’s enjoyed a lot of growth. We’ve got a lot of love, people emailing us saying, “I still can’t believe you do this for free,” but we do. It’s a way to talk to the people who are interested in what we have to say on a consistent basis in a format that they can digest easily.
Tom: For viewers, it’s a Substack newsletter, and it’s just simply called Rick Rule. Is that right?
Rick: I don’t know, to be honest with you. I’m lousy at branding. It wouldn’t surprise me if I called my newsletter Rick Rule.
Tom: Your username is @RealRickRule.
Rick: @RealRickRule, that’s correct.
Tom: I’m a subscriber, and I would urge all readers to sign up, particularly as I followed you into a new energy trade here, which is the real reason that I wanted to talk to you specifically about some of the companies that we’re talking about. If I could fire out the names. I’m at the learning stage, and I just like to pick your brain on specifically some of these companies. Sometimes when we talk or when you talk to Dan, it’s more of a big macro conversation, talking about uranium and the dollar and all that stuff. Today, I’d really just like to talk about companies.
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