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| Titre | Date | Durée | |
|---|---|---|---|
| WRLG Madsen Restart and the Road to Commercial Production | 21 Dec 2025 | 00:35:46 | |
TSXV: WRLGOTCQB: WRLGF Recorded on December 18, 2025. Hosts Andy Millette and Steve Yang speak with Gwen Preston, VP Communications at West Red Lake Gold Mine, about where the company is in the Madsen restart, what the near-term operating milestones are, and what could drive the next leg of market re-rating. Key topics include Ramp up progress and what the company defines as commercial production 2026 production expectations and how management frames the growth pathway Mill throughput, the expansion constraint, and what needs to change to scale Rowan and Fork and how they fit into a hub and spoke approach…
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| Oil Is Hated Now: Josef Schachter Explains What Changes in 2026 | 21 Dec 2025 | 01:00:07 | |
Recorded on December 17, 2025. The opinions expressed are solely those of the guest and do not necessarily reflect those of Natural Resource Stocks. In this co-hosted conversation, Steve Yang and Andy Millette sit down with Josef Schachter, founder and editor of the Schachter Energy Report, to map out what could drive oil and natural gas prices through 2026 and beyond. Josef breaks down why crude lost momentum in 2025, what inventory and geopolitical factors can do to WTI in the first half of 2026, and why underinvestment could set up an energy-led commodity supercycle that lasts into the next…
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| The Next Athabasca Breakout? Cosa’s Darby + Murphy Lake North Explained (COSA) | 21 Dec 2025 | 00:18:30 | |
Recorded on December 16, 2025. Cosa Resources Corp.TSX-V: COSA | OTCQB: COSAF | FSE: SSKU In this Natural Resource Stocks company interview, host Andy Millette speaks with Cosa Resources President & CEO Keith Bodnarchuk about Cosa’s uranium exploration strategy in Saskatchewan’s Athabasca Basin. We cover why Cosa’s Denison-backed joint ventures are designed to move fast from target generation to drilling, and how the company is prioritizing near-term catalysts at Darby and Murphy Lake North. Keith also explains why Darby’s location near major uranium mines matters, how Cosa thinks about discovery probability in “elephant country,” and what the team wants to…
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| Inside Prince Silver’s Nevada Drill Program and Resource Plan | 21 Dec 2025 | 00:18:03 | |
CSE: PRNC | OTCQB: PRNCF | Frankfurt: T130 Recorded on December 16, 2025. In this Natural Resource Stocks company interview, host Steve Yang speaks with Derek Iwanaka, Chief Executive Officer of Prince Silver Corp, for an on-the-ground update on the Prince Silver Project in Nevada. Derek explains why the team believes it can move efficiently toward a maiden resource estimate, building on historic work and current drilling. They walk through the project’s past-producing profile, what the company is targeting today, and how metallurgical testing is being used to understand recoveries across silver and potential byproducts. If you track junior silver…
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| Henrik Zeberg: Recession Signals Are Flashing For 2026 | 21 Dec 2025 | 00:43:55 | |
In this Natural Resource Stocks interview, Steve Yang sits down with Henrik Zeberg, Head Macro Economist at Swissblock, to map the sequence he believes markets are heading into next: late-cycle strength, mounting consumer stress, and a recession window that becomes obvious to the broader public as 2026 unfolds. Henrik breaks down why headline narratives can stay optimistic even as underlying data deteriorates, and why liquidity and the US dollar can become the dominant force during a deflationary shock. He also explains why risk assets can still push higher in the near term, while warning that the setup can change fast…
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| Rick Rule: Why Copper Shortfalls Become Acute and What It Means | 21 Dec 2025 | 00:45:50 | |
Rick Rule of Rule Investment Media joins host Andy Millette to break down how capital scarcity, political risk, and long-cycle supply constraints are reshaping the opportunity set in natural resources. Rick explains what makes a merger truly value-creating, why jurisdiction and permitting remain decisive risk factors, and what he believes investors should be watching into 2026—especially across gold, copper, nickel, and oil and gas. #Millettian In this conversation we cover: The logic behind “intelligent” M&A and when scale actually improves outcomes Why certain jurisdictions can quietly destroy returns through delays and uncertainty Copper’s structural deficit and why future shortfalls could…
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| GreenLight Metals GRL High Grade Copper Gold VMS In Wisconsin | 21 Dec 2025 | 00:19:18 | |
In this Natural Resource Stocks company interview, hosts Andy Millette and Steve Yang sit down with Matt Filgate, President and CEO of GreenLight Metals, to break down the GreenLight story in Wisconsin and why the Bend copper gold VMS deposit is drawing attention. GreenLight Metals is a Wisconsin focused exploration company advancing copper gold and gold projects across the Penokean Volcanic Belt, including the Bend copper gold deposit, the Reef high grade gold project, and the Lobo and Lobo East massive sulfide targets. The company also holds the Kalium Canyon epithermal gold project in Nevada. What we cover1 Wisconsin, permitting,…
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| Europe Debt Spiral and Euro Endgame by 2030 | 21 Dec 2025 | 00:42:57 | |
In this Natural Resource Stocks interview, host Andy Millette speaks with Martin Armstrong of Armstrong Economics about why Europe is structurally breaking, why capital keeps running to the US, and what weaponizing the monetary system could trigger next. #Millettian Martin explains why he believes the euro was built with fatal incentives, why he does not expect it to last beyond 2030, and why sovereign debt risk is re-emerging across the EU. He also breaks down how the freezing of Russian assets and the push to use SWIFT as a geopolitical weapon accelerates parallel payment rails and strengthens the BRICS narrative.…
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| Peter Grandich: Why Gold Crushed Stocks and Bonds Since 2021 | 14 Dec 2025 | 00:46:34 | |
Veteran market strategist Peter Grandich, Founder of Peter Grandich & Company, joins host Steve Yang to discuss why he believes the coming year demands capital preservation over appreciation. In this wide-ranging conversation, Grandich reflects on four decades in the markets and explains why he thinks we have entered “the most bearish fundamental, social, political, and economic period” of his career. He breaks down how thin liquidity and algorithmic trading create volatility during December’s triple witching, why year-end calm often hides systemic stress, and how passive funds have re-wired market structure. He details his 2021 pivot into physical gold—an asset he…
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| Dollar Risk Is Rising: What Michael Pento Thinks Breaks First | 14 Dec 2025 | 00:26:37 | |
Michael Pento is President and Founder of Pento Portfolio Strategies, a registered investment advisory firm focused on macro-driven portfolio management. In this interview with host Andy Millette, Michael lays out how he is thinking about the next phase of the cycle, why he expects policy makers to keep leaning on rate cuts and financial repression, and where he sees the biggest risks if inflation stays sticky. Key topics include the Fed response function, yield curve signals, the risk of intractable stagflation, how fiscal dynamics can push the long end of the bond market higher, and why precious metals and energy…
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| Noble Plains Uranium Duck Creek Drill Results and Wyoming ISR Setup | 14 Dec 2025 | 00:25:14 | |
Noble Plains Uranium is building a district scale uranium position in Wyoming across the Powder River and Shirley basins, targeting roll front sandstone uranium deposits that can be advanced toward in situ recovery. In this company update, host Andy Millette speaks with Drew Zimmerman, CEO of Noble Plains Uranium, about early Duck Creek drilling, what the team is learning from historic data, and how they are sequencing permits and drilling to move fast in a pro mining jurisdiction. #Millettian Financial Disclaimer for Galt Consulting Group doing business as NaturalResourceStocks.net The content provided by Galt Consulting Group, doing business as NaturalResourceStocks.net,…
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| Tocvan Ventures: From Exploration to Pilot Production Steps in Sonora, Mexico | 14 Dec 2025 | 00:19:24 | |
Tocvan Ventures Corp is advancing gold and silver opportunities in Sonora, Mexico, with a near term focus on its Gran Pilar project and additional upside at El Picacho. In this company update with host Steve Yang, Tocvan CEO Brodie Sutherland explains how the company is working to combine ongoing exploration with staged development steps designed to move the project forward. Brodie also discusses why he views Sonora as a top tier mining jurisdiction, the infrastructure advantages on the ground, and how management frames scale and potential production pathways. Key topics include Gran Pilar and El Picacho in Sonora, the pilot…
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| Private Credit Is the Next Shock and Investors Are Not Ready | 21 Dec 2025 | 00:53:10 | |
Recorded on December 17, 2025. In this episode of Natural Resource Stocks, Steve Yang sits down with Larry McDonald, founder of The Bear Traps Report, to unpack what markets may be signaling into 2026 and why energy, power, and hard assets keep re-entering the conversation in a #Millettian world. Larry draws from his cross-asset risk work and his experience watching warning signs before the Lehman collapse to discuss systemic risk, crowded trades, and where capital can rotate when confidence in financial assets starts to slip. Guest Links Larry McDonaldThe Bear Traps Report: https://www.thebeartrapsreport.com X: https://x.com/convertbond Host Steve Yang Natural Resource…
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| Commercial Scale Discoveries G50 Corp's Vision for the Southwest | 14 Dec 2025 | 00:30:09 | |
In this Natural Resource Stocks company interview, host Andy Millette sits down with Mark Wallace, Managing Director of G50 Corp Limited, for a full update on the company’s Arizona and Nevada exploration portfolio. The conversation focuses on the Golconda Project in northwest Arizona and the White Caps Project in Nevada, including why Golconda is being reinterpreted through a larger porphyry style lens near the Mineral Park copper molybdenum system, what that could mean for potential scale, and why gallium has become a strategic upside at Golconda alongside gold and silver. #Millettian Topics include: G50 Corp links:Website: https://www.g50corp.com/Projects: https://www.g50corp.com/projects/Golconda Project: https://www.g50corp.com/projects/golconda/White…
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| Cassiar Gold Taurus Drill Results and 2026 Catalysts with CEO Marco Roque | 14 Dec 2025 | 00:16:15 | |
In this Natural Resource Stocks company interview, host Andy Millette speaks with Marco Roque, President and Chief Executive Officer of Cassiar Gold Corp., about the latest Taurus Deposit drill results and what the company is prioritizing into 2026 at the Cassiar Gold Project in northern British Columbia. #Millettian Cassiar Gold recently reported results from nine initial 2025 drill holes at Taurus, including 13.4 m of 13.53 g/t Au from 28.2 m downhole in drill hole 25TA-245. We break down what those results may imply for higher-grade zones at Taurus, what’s still to come from remaining 2025 assays (including Newcoast), and…
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| Resource Bull Market Setup Geopolitics Supply Chains Junior Miners Jeff Phillips | 14 Dec 2025 | 00:31:03 | |
junior resource sector. In this interview with host Andy Millette, Jeff explains why a short-term gold pullback doesn’t automatically mean the cycle has topped, and why he believes the next leg of the resource bull market will be driven by geopolitics, supply chains, and “security of supply.” Key topics include: Guest linksWebsite: https://globalmarketdevelopment.com Host / channel linksNatural Resource Stocks website: https://naturalresourcestocks.netYouTube (full interviews): https://www.youtube.com/@naturalresourcestocksYouTube (clips): https://www.youtube.com/@NaturalResoureStocksClipsX: https://x.com/theandymilletteLinkedIn: https://www.linkedin.com/in/andymillette Financial Disclaimer for Galt Consulting Group dba NaturalResourceStocks.net: The information in this video is for general informational purposes only and is not investment advice. Viewers should do their own due diligence and…
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| Why Utah And Idaho Could Power Revival Gold Into A New Revaluation For Investors | 14 Dec 2025 | 00:24:46 | |
In this special #Millettian conversation, host Andy Millette sits down with Hugh Agro, Founder, President and Chief Executive Officer of Revival Gold, a gold mine developer advancing two brownfield projects in the western United States. Revival Gold controls the Mercur Gold Project in Utah and the Beartrack-Arnett Gold Project in Idaho, together representing a multi-million-ounce gold resource base with the goal of building long-life heap leach production in top-tier jurisdictions. Hugh walks through the Mercur Preliminary Economic Assessment, which outlines a shallow open-pit, heap-leach operation targeting roughly 100,000 ounces of gold per year with strong capital efficiency and solid economics…
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| Starcore CEO Robert Eadie On Growing A Mexican Gold And Silver Producer | 14 Dec 2025 | 00:20:47 | |
In this Natural Resource Stocks company interview, hosts Andy Millette and Steve Yang sit down with Robert Eadie, CEO, President and Director of Starcore International Mines Ltd, a gold and silver producer with its flagship San Martin underground mine in central Mexico. Eadie explains how Starcore generates steady production of about eight hundred ounces per month and why he believes the mine still holds significant untapped potential across nearly thirteen thousand hectares of ground. He walks through how the team has focused on safety, efficiency and disciplined capital allocation to keep operations profitable through volatile commodity cycles. The conversation then…
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| Matt Warder The Coal Trader On AI Data Centers And Coal Demand | 14 Dec 2025 | 00:46:09 | |
In this Natural Resource Stocks interview, host Steve Yang sits down with Matt Warder, founder of Seawolf Research and creator of The Coal Trader, an energy, metals, and mining analyst with nearly two decades of experience in global resource and industrial markets. Matt has advised miners, institutions, and governments on coal, iron ore, and steel, and now runs The Coal Trader platform focused on coal and related commodity cycles. The opinions expressed in this interview are solely those of the guest and do not necessarily reflect the views of Natural Resource Stocks or Galt Consulting Group. This content is for…
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| F3 Uranium Adds Tetra Zone To JR Zone In The Athabasca Basin | 14 Dec 2025 | 00:26:12 | |
F3 Uranium is a Canadian uranium exploration company focused on the southwest Athabasca Basin where grades can reach many times the global average The company is advancing the Patterson Lake North project which now includes the ultra high grade JR Zone discovery and the new Tetra Zone on the Broach property along with the broader Minto and PLN land packageF3 Uranium+1 In this Natural Resource Stocks interview host Andy Millette sits down with F3 Uranium vice president of exploration Sam Hartman to walk through how the team went from grassroots exploration to multiple high grade discoveries on one trend They…
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| Contango Ore Dolly Varden High Grade Merger Story | 14 Dec 2025 | 00:22:28 | |
Contango ORE NYSE American CTGODolly Varden Silver TSX Venture DV NYSE American DVS OTCQX DOLLF FSE DVQ For more information about the merger, please visit:https://contango-ore-to-merge-with-dollar-varden-silver.com/ Recorded on December 9, 2025. In this Natural Resource Stocks company feature, host Andy Millette sits down with Contango ORE chief executive Rick Van Nieuwenhuyse and Dolly Varden Silver chief executive Shawn Khunkhun to walk through a merger they believe creates a new high grade gold and silver platform in North America. Contango brings cash flow from the Manh Choh gold joint venture in Alaska together with the Johnson Tract and Lucky Shot high grade…
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| Metals Lead While Energy Lags Darrell Fletcher On The New Commodity Cycle | 14 Dec 2025 | 00:35:42 | |
Darrell Fletcher Managing Director of Commodities at Bannockburn Capital Markets joins host Steve Yang to break down why metals have broken away from energy and what that means for investors heading into 2026. With more than twenty five years of experience navigating volatile commodity markets Darrell focuses on real trading flows hedging behavior and how large players are actually positioned rather than just headline narratives. In this interview Darrell explains why precious metals and copper are leading the commodity complex while crude oil and natural gas have lagged and how that leadership ties directly into tariffs energy transition policy and…
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| Bond Market Panic And The New Gold Cycle With Michael Oliver | 07 Dec 2025 | 00:31:29 | |
Technical analyst Michael Oliver, founder and chief analyst of Momentum Structural Analysis, joins host Andy Millette on Natural Resource Stocks to walk through the charts he thinks matter most right now and why the next big move in markets is already underway. Using his proprietary momentum work, Michael argues that gold has just broken out of an eleven-year base versus the S&P 500 and that the money flow into monetary metals is only just beginning, not ending. Michael explains why every major stock market bear of the last fifty years saw money migrate into gold, why the classic 60/40 portfolio…
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| Central Banks, Rate Cuts, And The Next Metals Move | 21 Dec 2025 | 00:35:02 | |
Recorded on December 17, 2025. The opinions expressed are solely those of the guest and do not necessarily reflect those of Natural Resource Stocks. In this Natural Resource Stocks interview, host Andy Millette sits down with Nick Hodge (Co-founder of Digest Publishing and publisher of Daily Profit Cycle) to break down what he’s seeing across gold, silver, and uranium as the commodity cycle matures. We cover the macro drivers Nick watches most closely (rates, liquidity, and demand trends), how he thinks about positioning and profit-taking during a bull move, and why certain parts of the resource market can stay mispriced…
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| Newfoundland District Scale Play In Gold Silver Copper And Zinc | 07 Dec 2025 | 00:33:44 | |
Canstar Resources is a Newfoundland-focused explorer targeting high-grade gold and critical metals across its Golden Baie and Buchans Mary March projects in one of Canada’s most prolific historic mining regions. Golden Baie is a large, district-scale land position with high-grade gold and antimony showings along a major regional structure that already hosts multiple known deposits. Buchans and Mary March sit in the historic Buchans VMS mining camp, famous for very high-grade zinc, copper, lead, gold and silver production. In this Natural Resource Stocks interview, host Andy Millette speaks with Juan Carlos Giron Jr, President and CEO of Canstar Resources, about…
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| Risks Higher Than Any Time Since 1941? Jeffrey Christian on Metals & War | 07 Dec 2025 | 01:00:02 | |
In this Natural Resource Stocks interview, host Steve Yang sits down with Jeffrey M. Christian, managing partner and founder of CPM Group, an independent commodities research and consulting firm focused on precious and specialty metals. Jeffrey explains how his team really looks at gold and silver: macro drivers, physical supply and demand, investment flows and central bank activity, so serious #Millettian investors can filter signal from noise. They open with the move that set social media on fire: silver jumping about $10 and gold roughly $150 in five trading days. Jeffrey breaks down why futures roll mechanics, positioning and short-term…
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| Spartan Metals CEO Brett Marsh On Critical Minerals For US Defense And AI | 07 Dec 2025 | 00:24:09 | |
In this Natural Resource Stocks company interview, host Steve Yang speaks with Brett R Marsh, President and Chief Executive Officer of Spartan Metals Corp, a US focused critical minerals explorer advancing the Eagle Tungsten Silver Rubidium Project in eastern Nevada. Spartan is building a district scale story around tungsten, rubidium, silver and other critical metals, aiming to position Eagle as a future domestic supply source for United States defense, technology and industrial users. Brett explains why Eagle stands out as one of the highest grade historic tungsten districts in the United States. He walks through the past producing Tungstonia and…
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| Where Will The Copper Come From Next? Andina Copper’s Argentina And Colombia Discoveries | 07 Dec 2025 | 00:28:13 | |
In this Natural Resource Stocks company interview, host Steve Yang sits down with Joseph van den Elsen, President and CEO of Andina Copper, to dig into how this South America focused explorer is trying to turn a portfolio of copper and copper gold discoveries into a meaningful new producer. Andina Copper holds the high grade Piuquenes copper gold porphyry discovery in San Juan, Argentina, the Cobrasco copper moly porphyry in Chocó, Colombia, and an undrilled copper gold target in Chile’s Coastal Cordillera, all positioned along the world’s premier Andean porphyry belt. Joseph explains how the team thinks about grade, scale,…
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| Axel Merk Gold Above Four Thousand Two Hundred And The End Of Dollar Complacency | 07 Dec 2025 | 00:51:15 | |
In this #Millettian Natural Resource Stocks conversation, host Steve Yang sits down with Axel Merk, President and Chief Investment Officer at Merk Investments, to dissect why gold is trading above four thousand two hundred and why that price is only the surface of a much bigger story.Merk Investments Axel explains how different tribes of gold holders from inflation worriers to diversification seekers speculators and central banks have all stepped back into the market and why weaponization of the dollar confiscation of reserves and sanctions have quietly broken the old link between gold and traditional real yield models. He walks through…
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| Luca Mining two Mexican mines one polymetallic growth story | 07 Dec 2025 | 00:32:32 | |
In this Natural Resource Stocks company spotlight, host Andy Millette sits down with Luca Mining Corp chief executive officer Dan Barnholden to break down how a Canadian polymetallic producer is trying to scale two operating mines in Mexico, clean up its balance sheet, and unlock exploration upside in the next three years. This is a #Millettian deep dive focused on operations, cash flow, and risk, not trading tips or hype. Luca Mining is a Vancouver based producer with two fully owned mines on the Sierra Madre trend in Mexico. The Campo Morado underground operation in Guerrero produces zinc and copper…
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| John Rubino Gold Silver And The End Stage Of The Fiat Currency Game | 07 Dec 2025 | 00:35:36 | |
Substack newsletter Survive and Thrive in the Coming Crisis: https://rubino.substack.com John Rubino is a former Wall Street analyst, macro thinker, and author who built a following through DollarCollapse dot com and now focuses on his Survive and Thrive in the Coming Crisis Substack. In this Natural Resource Stocks conversation, he joins Andy to talk about what it really means when gold trades above four thousand, silver punches through fifty, and the global fiat system starts to show end-stage symptoms instead of a normal cycle. John lays out why he believes this move in precious metals signals the breakdown of the…
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| Do Not Chase This Silver Spike Patrick Karim On Stretched Charts | 07 Dec 2025 | 00:43:21 | |
In this Natural Resource Stocks guest interview, host Andy Millette sits down with market technician Patrick Karim of Northstar Badcharts to break down silver’s explosive move, why the charts say it is already stretched, and what that really means for risk and reward. Patrick is known for his evidence first approach that strips out narrative noise, which makes this a must watch for any #Millettian who wants data instead of hopium. Patrick walks through how silver quietly built its base on longer term charts before this surge and why the best entries were back when price was coiling instead of…
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| Building A New Exploration Story In Labrador | 30 Nov 2025 | 00:26:40 | |
Saga Metals Corp. is a Vancouver-based mining exploration company focused on discovering and advancing critical minerals that support the global green-energy transition. The company’s portfolio includes four 100%-owned projects in top-tier Canadian jurisdictions, with exposure to uranium, lithium, titanium–vanadium and high-purity iron ore. In this Natural Resource Stocks company interview, host Steve Yang speaks with CEO Mike Steer about how Saga Metals is positioning itself across its key assets: the Double Mer Uranium Project in Labrador, the Legacy Lithium Project in Quebec’s James Bay district, the Radar Titanium (Ti-V-Fe) Project in Labrador and the North Wind Iron Ore Project. They…
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| Jim Rogers Gold And Silver Are Your Lifeboat In The Debt Storm | 30 Nov 2025 | 00:24:08 | |
Legendary investor and author Jim Rogers joins Natural Resource Stocks host Steve Yang from Singapore to talk about why he still owns gold and silver and why he believes gigantic debt loads almost always end in crisis. Rogers explains why gold over 4100 and silver over 51 are not the real story and why he thinks most people still have far too little exposure to hard assets. If you are part of the #Millettian community this is a masterclass in how to think clearly when everyone else is chasing the crowd. In this conversation Jim lays out why he calls…
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| Silver Is Becoming An Industrial Metal And That Is Bullish | 21 Dec 2025 | 00:46:33 | |
Recorded on December 17, 2025. The opinions expressed are solely those of the guest and do not necessarily reflect those of Natural Resource Stocks. In this Natural Resource Stocks interview, host Steve Yang sits down with Peter Krauth (Silver Stock Investor / author of The Great Silver Bull) to break down why silver’s supply/demand picture continues to tighten—and why industrial demand is increasingly the dominant driver. Peter explains how industrial consumption has evolved, what that implies for deficits, and why the next sustained move in silver could look very different than prior cycles. #Millettian We also cover the growing bridge…
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| Why Silver Is Still Mispriced At An 80 To 1 Ratio Bob Coleman | 30 Nov 2025 | 00:43:30 | |
Natural Resource Stocks host Steve Yang sits down with Bob Coleman, founder of Idaho Armored Vaults and Profits Plus Capital Management, to break down what is really happening in gold and silver today. With three decades of experience managing client money and running a fully segregated vault, Bob focuses on one core idea. If your metal lives inside layers of brokers, banks, and derivatives, you do not truly control it. Bob explains why physical demand from Asia — especially India around Diwali — is a bigger driver of gold than most Western investors realize, and how silver has quietly become…
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| The 50-Year Mortgage Is a Housing Time Bomb — Melody Wright Explains | 30 Nov 2025 | 00:45:07 | |
Housing analyst Melody Wright returns to Natural Resource Stocks with host Steve Yang to warn that America’s housing market has lost touch with reality — and that the proposed 50-year FHA mortgage is not a solution but a symptom of systemic failure. Wright calls it “spaghetti at the wall,” arguing that politicians and regulators are avoiding the core issue: homes are no longer priced against income but against speculation. In this conversation, she details how debt-to-income ratios have quietly crept back to 2008 levels, why property tax and insurance inflation are causing mass defaults, and how fraud among investor networks…
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| Fiat Titanic And Gold Lifeboats Jaime Carrasco On The Coming Reset | 30 Nov 2025 | 00:50:19 | |
In this Natural Resource Stocks interview, host Andy Millette sits down with Jaime Carrasco, Senior Portfolio Manager and Senior Investment Advisor at Harbourfront Wealth Management, to break down why he thinks the fiat system has become a monetary Titanic and why gold and silver are the only real lifeboats left. Jaime explains why gold near four thousand is not the story, why the real signal is that Western wealth still has almost no allocation to precious metals, and why he believes the sector is set up like Warren Buffett in the late nineties when everyone thought he had lost it.…
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| Four Thousand Gold Revival Gold CEO On The Next Leg Of The Bull Market | 30 Nov 2025 | 00:09:04 | |
In this Natural Resource Stocks interview, host Andy Millette speaks with Revival Gold President and CEO Hugh Agro about what four thousand dollar gold means for disciplined developers and why he believes this bull market is driven by real scarcity. As a mining engineer, Hugh breaks down the forces behind gold’s surge, the industry’s limited new supply, and how Revival Gold’s two U.S. projects are positioned to benefit. For serious gold investors and #Millettian viewers, this conversation connects macro drivers with company-level execution. Hugh starts with the big picture. Fiat currencies are losing value faster than ever, and central banks…
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| Alex Krainer — Is the U.S. and Russia Alliance Already Taking Shape? | 30 Nov 2025 | 00:58:30 | |
In this Natural Resource Stocks interview, host Andy Millette sits down with author and macro analyst Alex Krainer to dissect the geopolitical tipping points reshaping the world economy. Krainer argues that Western elites have lost control of the narrative and that a U.S.–Russia rapprochement is quietly emerging to reshape the global security architecture. He explains how Europe’s current leadership has become a “parasitic cabal” driving the continent toward self-destruction — and why the 28-point peace plan offers a real path to stability. From de-dollarization and energy realignment to the collapse of European financial markets and the role of propaganda in…
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| Fifty Years of Dead Money — Dave Collum on the Market Delusion | 23 Nov 2025 | 01:01:40 | |
In this episode of Natural Resource Stocks, Andy sits down with Professor David B. “Dave” Collum, the Betty R. Miller Professor of Organic Chemistry at Cornell University. Collum has spent decades working on organolithium and organosodium chemistry, publishing extensively on how aggregation and solvation control reactivity in complex organic systems. Away from the lab, he’s built a reputation as a hardcore contrarian macro and markets commentator, known for long-form annual reviews and unfiltered views on geopolitics, debt, and the direction of Western institutions. In this conversation, Collum explains why he thinks today’s equity markets may be the most dangerously overvalued…
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| David Murrin: War Cycles, Empire Decline, And The Next Superpower | 23 Nov 2025 | 00:54:44 | |
In this episode, geopolitical strategist and macro investor David Murrin joins host Steve Yang to break down the world through the lens of long term war and empire cycles. Murrin explains why he believes the West is in the late stages of its current cycle, why entropy is rising across political, financial, and social systems, and how that translates into real world risk for investors and citizens. Drawing on four decades of professional investing, Murrin challenges the idea of true black swans. He argues that so called surprises are usually the result of bad models and missed signals. Using his…
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| Why Insiders Are Buying More Sendero Resources (TSXV SEND | SRRCF) | 23 Nov 2025 | 00:26:57 | |
Sendero Resources Corp is an exploration company targeting a large scale copper gold system at its flagship Penas Negras project in the Vicuna District of La Rioja Argentina, a neighborhood already home to deposits such as Filo del Sol and Josemaria. In this episode Natural Resource Stocks host Steve Yang speaks with strategic investor Jeremy Gillis about why he believes this district scale project still offers significant upside as Sendero moves into its next drilling phase. Gillis explains the recent approximately four million dollar brokered financing priced at ninety five cents per share with no warrants and what that structure…
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| Contango Ore More Like A Royalty Company | 23 Nov 2025 | 00:26:35 | |
In this Natural Resource Stocks interview, host Andy Millette speaks with Rick Van Nieuwenhuyse of Contango ORE about a record third quarter, how the Manh Choh mine is running ahead of plan, and why costs came in below guidance while gold trades near 4000. They walk through the direct ship ore strategy with Kinross and the Fort Knox mill, the path to paying off the hedge book, and how Contango is positioning for an unhedged profile over the next cycle. Rick explains how the company agreed with its banks to deliver roughly seventy percent of near-term production into hedges at…
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| Simon Hunt On Iran Israel Risk, BRICs Gold System, And NATO’s Ukraine Problem | 23 Nov 2025 | 00:37:42 | |
Natural Resource Stocks host Steve Yang sits down with Simon Hunt, founder of Simon Hunt Strategic Services, for a sweeping analysis of how geopolitics, war, and monetary realignment are reshaping global markets. Hunt — widely respected for his deep connections in China and decades of experience advising institutional investors on copper, industrial metals, and macroeconomic trends — shares a blunt assessment of where the world economy is heading and how investors should interpret the next stage of de-dollarization. Hunt begins by addressing the Middle East flashpoint, warning that the apparent pauses in the Gaza conflict could simply serve as staging…
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| Sonoro Gold Updates $4M Fully Committed Financing and Path to Production | 21 Dec 2025 | 00:16:42 | |
TSX Venture Exchange: SGO | OTCQB: SMOFF | Frankfurt: 23SP Recorded on December 17, 2025. In this Natural Resource Stocks company interview, host Andy Millette speaks with John M. Darch, Chairman of the Board of Sonoro Gold Corp, and Kenneth MacLeod, President and Chief Executive Officer. They discuss Sonoro’s near term milestones at the Cerro Caliche gold project in Sonora State, Mexico, including the company’s financing strategy, permitting progress, and the timeline for updated project economics as the team advances toward construction and potential production. Key topics covered Company linksWebsite: https://sonorogold.comPresentation hub: https://sonorogold.com/presentationX: https://x.com/sonorogoldcorpLinkedIn: https://www.linkedin.com/company/sonoro-gold-corp/YouTube: https://www.youtube.com/@sonorogoldcorp Host linksHost Andy Millette…
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| Starcore TSX SAM Turns 12 Year Mine Into 45 Year Gold Silver Story | 23 Nov 2025 | 00:22:52 | |
Starcore International Mines Ltd is a Canadian gold and silver producer focused on its long running San Martin underground mine in Queretaro Mexico with new growth coming from the Tortilla Project a historical silver mine being restarted under a 10 year lease. In this Natural Resource Stocks interview CEO and President Robert Eadie joins host Steve Yang to explain how a 12 year mine life has become a multi decade production story and why he believes Starcore remains under the radar for many investors. #Millettian Robert walks through how San Martin’s dry stacked tailings and recently upgraded processing circuit support…
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| First Tellurium FTEL FSTTF G1J Can PyroDelta Change The World Of Energy | 23 Nov 2025 | 00:43:27 | |
First Tellurium President and CEO Tyrone Docherty joins Natural Resource Stocks host Steve Yang to discuss how the company is bridging high-grade gold and silver mining with advanced thermoelectric energy innovation. From the Deer Horn Project in British Columbia to the Klondike Project in Colorado, First Tellurium is one of the only companies in the world focused on discovering and developing tellurium — a critical metal used in solar panels, semiconductors, and thermoelectric devices. Docherty outlines the discovery of a copper porphyry system beneath the Deer Horn high-grade zone, explains how lithium–tellurium battery news triggered a massive stock reaction, and…
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| The Fed’s Real War Is With Europe | Tom Luongo & Andy Millette | 23 Nov 2025 | 01:19:44 | |
Natural Resource Stocks host Andy Millette sits down with Tom Luongo, publisher of Gold Goats n Guns and long time macro and geopolitics analyst, for a blunt conversation about power, money and the next phase of the global financial conflict. Luongo argues that the Federal Reserve is no longer simply managing inflation. Instead, it is using dollar liquidity and interest rates as tools in a deeper struggle with Europe, the European Central Bank and the political class behind the euro project. Tom walks through why he believes the United States is trying to turn the dollar back into the central…
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| Melody Wright US Housing Crisis Reset | 23 Nov 2025 | 00:39:38 | |
Natural Resource Stocks hosts Andy Millette and Steve Yang sit down with housing strategist and M3 Melody Substack author Melody Wright to map out a slow motion housing crisis that she argues is already underway. Drawing on inside experience from the 2008 mortgage meltdown and current loan level data, she explains why foreclosures are now climbing off historic COVID lows and why the next wave will hit so-called “prime” borrowers hardest.In this controversial conversation, Melody breaks down the quiet tricks that kept the last few years looking healthy on paper: unrecorded forbearance liens, payment deferrals stuffed at the back of…
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