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Natural Resource Stocks with Andy Millette
546 Episodes
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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…
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…
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…
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…
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.…
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…
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