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Natural Resource Stocks with Andy Millette
701 Episodes
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Recorded on April 9 2026 Cassiar Gold Corp trades on TSX Venture as GLDC and OTCQX as CGLCF Marco Roque, President, CEO and Director of Cassiar Gold, joins Andy Millette to explain why this British Columbia gold story may be further along than the market is giving it credit for. The interview breaks down how Cassiar’s two existing mine permits, permitted mill, road access, power, underground development, and multiple development paths could materially separate it from many earlier-stage peers. Marco walks through the larger Cassiar North bulk tonnage opportunity, the high-grade Cassiar South restart path, and why management is pushing…
Recorded on April 9 2026TSXV: RDS OTCQX: RMRDF Matt Manson joins Andy Millette to explain why Radisson Mining believes the OBrien Gold Project is becoming one of the more compelling high grade gold stories in Quebec’s Abitibi. In this interview, Matt breaks down the current 2.3 million ounce combined indicated and inferred base, why management believes the system could grow toward about 4 million ounces, and how the company’s fully funded 140000 metre drill program is designed to keep pushing that upside. He also explains why OBrien’s underground profile is workable, how nearby mills and infrastructure may materially improve development…
Recorded on April 9 2026TSX Venture KNG | OTCQB KNGRF | Frankfurt TUY Andy Millette speaks with Scott Emerson of Kingsmen Resources about why the Claudia 2 claim acquisition matters now and how it strengthens the broader Las Coloradas silver gold story in Chihuahua, Mexico. Scott explains how prior drilling outlined a one mile by two mile mineralized rectangle and why the never-drilled Saddle target, located roughly three miles away, could represent standalone upside if drilling confirms the thesis. He also walks through the geological setup, why the team believes the district is becoming more complete, and how near-term drilling…
Recorded on April 8 2026 Steve Yang sits down with economist and author Steve Keen for a wide ranging conversation on why headline market calm may be hiding a much deeper real economy shock. Keen argues that the real threat is not just oil, but the hidden dependence of global industry on fertilizer, helium, sulfuric acid, and other essential inputs that can choke food production, chip output, and industrial capacity. He explains why physical bottlenecks can do damage long after headlines fade, and why markets may be dramatically underestimating how hard lost supply is to replace once real world capacity…
Recorded on April 7 2026 In this interview, Andy Millette sits down with Sonoro Gold to break down why management believes Cerro Caliche is entering a pivotal phase for both valuation and project growth. Kenneth MacLeod explains how the current economics were built, why management sees a wide disconnect between market value and project value, and how a 50,000 meter drill campaign could expand the known resource well beyond the current footprint. John Darch discusses the fully committed 11 million private placement, why insiders participated, and why Sonoro chose to push hard on drilling while continuing to advance the project…
Recorded on April 7 2026 Canterra Minerals trades on TSX Venture as CTM and OTCQB as CTMCF. In this interview, Steve Yang sits down with Andrew Farncomb, Chairman and Director of Canterra Minerals, to break down the Buchans critical minerals story in Newfoundland and why the company believes it has multiple shots on goal across brownfield copper upside and district-scale gold potential. Farncomb explains why the past-producing Buchans mine still matters today, how historical production reframes the opportunity in modern dollar terms, and why Canterra believes its current resource base can be expanded through aggressive drilling and smarter targeting. He…
Recorded on April 7 2026 Revival Gold President and CEO Hugh Agro joins Andy Millette to break down major new drill results from the Mercur Gold Project in Utah and explain why the story may be getting much bigger. Hugh walks through standout intercepts including 2.8 grams per ton gold over 74 meters, what those widths and grades could mean for open pit heap leach potential, and why deeper feeder-style zones are starting to matter for longer-term upside. The conversation also zeroes in on the shallow average intercept depth, strong oxidation profile, and the strategic advantage of being roughly 40…
Recorded on April 7 2026 Andy Millette sits down with Adrian Day for a sharp macro conversation on gold, silver, juniors, oil, central bank behavior, and why this correction may be creating some of the best value the sector has seen in a while. Adrian explains why he was taking profits into the earlier run, why he has recently been buying again with a much narrower focus, and why he believes many juniors and mid-tiers now offer stronger upside than the names that already ran hardest. He also breaks down why he is fully convinced this is not the final…
Recorded on April 7 2026 Steve Yang sits down with Gianni Kovacevic for a wide-ranging macro conversation on the Strait of Hormuz, electrification, copper, lithium, phosphate, gold, silver, and the forces reshaping global energy and commodity markets. Gianni explains why geopolitical stress around Iran can accelerate the move away from fossil fuel dependence, why China already changed the timeline on electrified transport, and why copper, lithium, phosphate, and battery infrastructure could matter even more from here. The interview also dives into how he thinks about speculation versus investing, what he looks for in drill stories, why feasibility studies can change…
Recorded on April 7 2026 Michael Gentile joins Andy Millette for a sharp macro and mining equities discussion focused on why he believes the recent pullback in gold and silver stocks has created fresh opportunity rather than breaking the bigger bullish thesis. He explains how war, deficits, oil shocks, inflation pressure, bond market stress, and likely future money printing continue to support his long-term view on precious metals, while also laying out why copper still matters over a longer horizon. The interview then shifts into company-specific names, where Michael gives direct commentary on Astra Exploration, Big Ridge Gold, Radisson, and…
Recorded on April 2 2026 Dryden Gold trades as TSXV DRY, OTCQX DRYGF, FSE X7W. In this interview, Andy Millette sits down with Maura Kolb of Dryden Gold to break down the company’s latest Gold Rock drill results and why the newest intercepts matter beyond a headline number. Maura explains how 32.87g per tonne over 4.25m, including 252g per tonne over half a meter, supports the structural thesis at Gold Rock and strengthens the case for more high-grade hits at key intersections. The conversation also digs into why grade matters for margins, why shallow mineralization matters so much in an…
Recorded on April 2 2026 Steve Yang sits down with Dr. Marc Faber for a sharp macro conversation on where the biggest cracks are forming in the global system right now. Faber argues that liquidity has already tightened as asset prices weaken, real estate loses momentum, and borrowers with variable-rate exposure feel the squeeze. He explains why he believes the United States is heading toward more debt monetization, why that points toward inflation even if many assets fall together, and why he still sees relative defense in bonds compared with weaker equity segments. The interview also digs into the difference…
Recorded on April 1 2026 TSX.V: ASTR | OTCQB: ATEPF | FSE: S3I In this interview, Steve Yang sits down with Brian Miller, CEO and Director of Astra Exploration, to break down why La Manchuria in Santa Cruz, Argentina is becoming one of the more interesting high-grade gold and silver discovery stories in the junior space. Brian explains why the team believes the project could grow into a multi-million ounce system, how Astra has already expanded the footprint with modest drilling, and why the broader district setting matters when thinking about scale. The conversation digs into shallow high-grade drill results,…
Recorded on April 1 2026 In this interview, Robert Eadie breaks down how Starcore is trying to grow from a producing gold and silver company into a broader multi stream story anchored by San Martin in Mexico. He explains why management sees the recent precious metals pullback as noise rather than a broken thesis and why he believes the market still is not fully crediting the operating platform already in place. Eadie also lays out the company’s three revenue stream plan made up of oxide ore at San Martin, the new carbonaceous ore circuit, and the La Tortilla silver project…
Recorded on April 1 2026 Steve Yang sits down with Jesse Day of Commodity Culture for a wide-ranging conversation on the global monetary system, sound money, self-custody, geopolitical resource pressure, and where investors may need to pay closer attention now. Jesse explains why he thinks the current fiat system can keep stretching longer than many expect even as debt, deficits, reserve-currency pressure, and political overreach keep exposing deeper fractures. He lays out why physical gold and silver remain foundational, where bitcoin can fit as a portability tool, and why the real issue is taking at least part of your wealth…
Recorded on April 1, 2026 Francis Hunt of The Market Sniper joins Andy Millette for a sharp macro and technical breakdown of what may come next across gold, silver, mining stocks, oil, Bitcoin, bonds, and the broader market. Francis argues that the current environment is still being shaped by stagflation pressure, dollar strength, oil driven stress, and rapidly shifting sentiment that can trap traders into buying tops and selling bottoms. He explains why he believes precious metals may still face one more selloff before a higher conviction long term entry appears, why silver may now be structurally stronger than gold,…
Recorded on March 31, 2026CTGO Contango Silver and Gold joins Andy Millette for a post-merger deep dive into why management believes the new company is still being mispriced by the market. Rick Van Nieuwenhuyse and Shawn Khunkhun break down the 100 million dollar cash position, the expected free cash flow profile, and why they believe CTGO now has one of the more compelling combinations of funding, project depth, and upside leverage in the sector. The conversation walks through how the company expects to generate cash this year, what could happen if gold prices stay strong, and why management thinks the…
Recorded on March 30 2026 Jeff Phillips joins Andy Millette to break down the recent gold and junior mining correction, why he still sees a larger bullish setup in commodities, and why many junior resource stocks still have not reflected stronger metal prices. He explains how he separates the big-picture gold and commodity thesis from the much riskier junior resource equity market, why parabolic moves force disciplined investors to sell into strength, and why most companies in the space still fail his standards. Jeff also lays out the narrow lane he stays in as an investor, focusing on people, share…
Recorded on March 30, 2026 In this interview, Andy Millette sits down with J. Michael Oliver of Momentum Structural Analysis to break down why he believes the US stock market is in a major topping process and why that matters for gold, silver, and the broader commodity complex. Michael explains why he does not view the current action as a simple headline-driven panic, but as part of a deeper structural shift that could force central banks back into aggressive intervention. He lays out why gold remains the alternative when confidence in the money unit starts to crack, why silver is…
Recorded on March 27 2026 Ticker: NUCL on Nasdaq Steve Yang sits down with Mark Mukhija, CEO of Eagle Nuclear Energy Corp, to break down why Eagle Nuclear believes it has one of the most important domestic uranium stories in the market right now. Trading on Nasdaq under NUCL, the company is advancing the Aurora Project on the Oregon Nevada border while positioning around a major U.S. uranium supply gap and a broader push for domestic energy security. In this interview, Mark explains Eagle’s claim to the largest conventional measured and indicated uranium deposit in the United States, the Nevada-side…
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