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Natural Resource Stocks with Andy Millette
589 Episodes
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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…
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…
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…
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…
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…
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…
TSX.V: KNG | OTCQB: KNGRF | FSE: TUYRecorded on December 17, 2025. In this Natural Resource Stocks company interview, host Andy Millette sits down with Scott G. Emerson, President, CEO & Director of Kingsmen Resources, for a deep dive into the company’s Mexico-focused exploration strategy and the upside case for building a buyer-grade, district-scale precious-metals story in Chihuahua. Kingsmen is advancing two brownfield projects in the Parral area: the Las Coloradas silver-gold project and the Almoloya gold-silver project. Scott explains why the company deliberately targets areas with historic production, existing workings, and fragmented claim ownership — then consolidates land into…
Recorded on December 16, 2025. In this Natural Resource Stocks interview, host Steve Yang sits down with Christopher Aaron, founder of iGold Advisor, to break down what the gold and silver charts are signaling right now through a pure price-cycle lens. This #Millettian conversation stays focused on what markets are actually doing, not what headlines say they should do. Christopher explains why he prioritizes price action over narratives, how multi-decade consolidations resolve, and why the precious metals complex can move in waves that most investors miss until the final phase. We also cover the gold and silver cycle context, the…
Recorded on December 15, 2025. In this Natural Resource Stocks interview, host Steve Yang sits down with Bob Coleman, founder of Idaho Armored Vaults and Profits Plus Capital Management, to break down the biggest hidden risks in the retail precious metals world. Bob explains why the industry can be a minefield of wide spreads, aggressive marketing, and contracts that quietly shift liability onto the customer. He walks through how pricing really works at the dealer level, why storage labels like allocated can be misleading, and which questions to ask before you wire money. If you are part of the #Millettian…
Recorded on December 16, 2025. In this Natural Resource Stocks interview, host Steve Yang sits down with Michael Howell, founder of CrossBorder Capital, to break down why global liquidity and collateral mechanics can move markets faster than most investors expect. The opinions expressed are solely those of the guest and do not necessarily reflect those of Natural Resource Stocks. Michael explains why the liquidity cycle appears late-stage, what that implies for risk assets, and why commodities often become critical near major turning points. We dig into the modern credit plumbing (including how collateral underpins lending), the refinancing pressures embedded in…
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…
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…
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…
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…
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,…
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.…
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…
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…
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,…
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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