Rick Rule, President and CEO of Rule Investment Media, joins Kitco Mining’s Digging Deep with Paul Harris to discuss gold’s pullback below $4,500, U.S. interest rates, critical minerals funding, and the next wave of mining deals.
Rule says the gold weakness is “heaven-sent” for long-term buyers and says political pressure on the Fed could eventually drive rates lower, creating a more supportive setup for gold.
In this interview, Rule also discusses:
• Why major miners may need acquisitions to replace production
• Development-stage assets as a potential M&A “sweet spot”
• U.S. Ex-Im financing for Perpetua Resources
• Mexican government backing for Vizsla Silver amid Sinaloa security concerns
• OceanaGold, B2Gold, Agnico Eagle, and Sunshine Silver’s IPO
The 2026 Rule Symposium runs July 6–10. Virtual Access includes live streaming and full on-demand access through the end of 2026. Register by May 29 to lock in early-bird savings: https://cvent.me/XOqdLa?via=Kitco-News
Don’t forget to subscribe to the Kitco Mining & Kitco News YouTube channels to stay up to date on the latest industry news and interviews.
Recorded May 27, 2026
00:29 - Gold Dips Below $4,500
02:04 - Fed Chair and Rate Outlook
04:28 - Iran Conflict and Commodity Risk
07:59 - U.S. Critical Minerals Loans
11:56 - Vizsla Silver, Mexico, and Sinaloa Security
17:38 - Challenger Gold’s Argentina PFS
20:43 - Mining M&A Wave Builds
26:02 - Dream Deals and Takeover Targets
34:14 - Sunshine Silver IPO Buzz
37:44 - Rule Symposium and Closing Remarks
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Disclaimer: Videos are not trading advice, and the views expressed may not reflect those of Kitco Metals Inc.
Disclaimer: The views expressed in this podcast are those of the author and may not reflect those of Kitco Metals Inc. The author has made every effort to ensure accuracy of information provided; however, neither Kitco Metals Inc. nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in commodities, securities or other financial instruments. Kitco Metals Inc. and the author of this podcast do not accept culpability for losses and/ or damages arising from the use of this publication.
