Claim OwnershipNatural Resource Stocks
Subscribed: 22Played: 1,256
Subscribe
© 2024 Natural Resource Stocks
Description
Natural Resource Stocks with Andy Millette
544 Episodes
Reverse
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
Natural Resource Stocks host Andy Millette speaks with Marc Henderson, President and Chief Executive Officer of Laramide Resources Ltd, about how the company is building a multi-asset uranium pipeline across Australia, the United States, and now Kazakhstan. Laramide describes its focus as the exploration and development of premium uranium assets that can supply fuel for carbon free nuclear power as global electricity systems lean harder into baseload nuclear generation. The discussion starts with Westmoreland in northwest Queensland, one of the largest development stage uranium resources in Australia. Henderson walks through the updated mineral resource estimate and the recent mineral development…
ESGold Corp CEO Gordon Robb joins Natural Resource Stocks host Andy Millette to walk through how the fully permitted Montauban Gold and Silver Project in Quebec is moving from tailings cleanup to near-term production backed by a powerful new three-dimensional exploration model. In this company interview, ESGold lays out a self-funded exploration plan where tailings reprocessing is designed to generate the cash flow that pays for drilling while cleaning up a legacy mine site that still sits in the middle of town. During the conversation, Andy discloses that he is a shareholder in ESGold and expects to add to his…
Gerald Celente, publisher of the Trends Journal and one of the most outspoken macro forecasters in the world, joins Natural Resource Stocks to break down the geopolitical, social, and economic pressures reshaping 2025. From the shocking New York election upset to the global wave of Gen-Z protests, Celente argues that young people worldwide are revolting because they see no future. He also warns that the BRICS rise, deepening inequality, political polarization, and nonstop wars are driving what he calls “the greatest depression since the Great Depression.” Celente details why he believes gold’s long-term trend remains unmistakably bullish, how the dollar’s…
Kirkland Lake Discoveries (CVE: KLDC)Natural Resource Stocks host Steve Yang sits down with Stefan from Kirkland Lake Discoveries for a deep dive into one of the largest continuous land packages in the Kirkland Lake gold camp. The company controls roughly forty thousand hectares in a world-class jurisdiction dominated by majors like Agnico Eagle, Eldorado, IAMGOLD and Alamos. KLDC is executing a systematic exploration program across Abitibi rocks, the Blake River Group and intrusive targets around the Winnie Lake pluton. The discussion covers the company’s land position, the reasoning behind its science-first approach, the new geophysics guiding drill locations, and how…
Chris Vermeulen, Founder and Chief Investment Officer of The Technical Traders, joins Natural Resource Stocks host Steve Yang for a deep dive into the powerful moves unfolding across gold, silver, miners, and the broader equity markets. Chris breaks down why gold’s surge beyond forty two hundred was first driven by steady central bank accumulation and then ignited by a full blown crowd chase as sentiment hit extreme levels. He lays out Fibonacci based upside targets that point toward potential zones near forty seven hundred and fifty one hundred, while silver shows even more aggressive behavior as traders push toward the…
Gold ripped higher again and the pullback that was supposed to shake out weak hands barely registered. In this Natural Resource Stocks interview, host Andy Millette speaks with Adrian Day, Chairman and Chief Executive Officer of Adrian Day Asset Management, about why the gold bull market remains intact and why this latest pause is not the end of the move. Adrian breaks down why the correction was so short, what fund flows into gold miners reveal and why high quality producers and royalty names still trade at attractive levels. He explains the real forces driving the cycle including central bank…
Ramp Metals Inc. is a Canadian junior explorer focused on the Rottenstone SW project in Saskatchewan, host to multiple targets including Rush VMS, Ranger Gold, Rogue and Red Ridge. CEO Jordan Black details how the 2025 season proved a copper-zinc VMS system at Rush and outlined the emerging 2.4 km Red Ridge conductor. He also revisits the high-grade Ranger gold hit (73.55 g/t Au over 7.5 m) and explains why follow-ups are shifting north along new vein sets. Ramp Metals is moving toward a winter 2025-26 drill program after completing geophysics and mapping in Q4. Highlights Company Links Website –…
Dryden Gold Corp is advancing a district-scale land position around Dryden in northwestern Ontario, targeting high-grade Archean lode gold systems along proven corridors near Red Lake and Rainy River. The team outlines recent high-grade results at the Gold Rock area, a large, road-accessible platform with grid power and established logistics along the Trans-Canada route. The thesis centers on multiple parallel structures, high-grade veins, and the ability to drill cost-effectively due to drive-up access and existing infrastructure. Key discussion points Company linksWebsite — https://drydengold.com/ YouTube — https://www.youtube.com/@DrydenGoldCorp LinkedIn — https://www.linkedin.com/company/dryden-gold-corp/ Facebook — https://www.facebook.com/people/Dryden-Gold-Corp/100093459468911/ Instagram — https://www.instagram.com/drydengold/ Host and channelNatural Resource Stocks…
Liberty Gold Corp. (TSX: LGD | OTCQX: LGDTF) is advancing its flagship Black Pine Oxide Gold Project in southern Idaho, where feasibility engineering has officially begun. President and CEO Jon Gilligan joins Andy Millette to discuss how Liberty Gold plans to move from developer to producer with a nine-month build timeline and funding secured through 2027. The company has transitioned from explorer to developer, with a resource base of approximately 5 million ounces of oxide gold and 3.1 million ounces in reserve. The conversation covers key project milestones, feasibility objectives, and the strategic path to first metal production in December…
Comments
Download from Google Play
Download from App Store
United States