Natural Resource Stocks

Recorded on February 5, 2026 — CSE: ESAU | OTCQB: ESAUF | FSE: Z7D In this company spotlight, Andy Millette sits down with Gordon Robb (CEO & Director of ESGold Corp.) to break down why the Montauban project is built for speed: a fully permitted tailings reprocessing operation designed to generate near-term cash flow while the team advances district-scale exploration upside beneath and around a historic Quebec mine camp. Gordon explains how ESGold’s integrated 3D geological model reshaped the target picture, why the company moved immediately to expand its land position (nearly doubling the land package), and how that exploration…

Recorded February 5, 2026 Andy Millette sits down with Tom Luongo (GoldGoatsNGuns) to break down the macro power struggle behind money rails—collateral, CBDCs, and how control of capital flows shapes everything downstream. They unpack what Davos signaling really means, why Trump’s pressure points (including Greenland) expose Europe’s red lines, and how narrative warfare bleeds into market psychology. From there, Tom connects the dots across bond/repo plumbing, Federal Reserve politics, and why Europe’s equity tape (DAX / Euro Stoxx 50) can look strong on the surface while still flashing internal stress. The conversation lands on tariffs reframed as a negotiated “market…

Recorded on February 3 2026 Doug Casey joins Steve Yang to lay out a blunt framework for what happens when debt, central banking, and political incentives collide. Doug argues you should think of today’s moment less as a bull market in gold and more as a bear market in the dollar, because gold functions as base money while currencies are substitutes that can fail under stress. From there, the conversation moves into what a real monetary reset could look like for everyday life, how institutional credibility breaks down, and why uncertainty tends to produce chaos instead of clean outcomes. Doug…

Recorded on February 3, 2026 Gold and silver can rip higher… then snap back in minutes—especially when the market starts gaming the next Fed chair and the direction of real rates. In this episode, Steve Yang sits down with Joe Mazumdar (Editor/Analyst at Exploration Insights) to break down what actually moves precious metals, why some “safe haven” narratives fail under stress, and how to think about miners versus the metals themselves. Joe explains why headline risk can trigger sharp pullbacks even in strong trends, why Bitcoin doesn’t always behave like the hedge people expect, and why silver’s supply reality is…

Recorded on February 3 2026CTGO on NYSE American Andy Millette sits down with Rick Van Nieuwenhuyse to break down what Contango ORE is building in Alaska and why the company is leaning into disciplined sequencing instead of trying to do everything at once. Rick explains the gold pullback after a violent run and why he views the reset as constructive for the next leg higher, then pivots into what shareholders should watch as the Dolly Varden deal moves toward a vote and an expected name change to Contango Silver and Gold. From there the conversation gets operational with a granular…

Recorded on February 3 2026Tickers TSXV KNG OTCQB KNGRF FSE TUY #Millettian Andy Millette sits down with Scott Emerson, President and CEO of Kingsmen Resources, for a detailed update on the company’s silver strategy and near term catalysts in Chihuahua, Mexico. Scott explains how Kingsmen evaluates results beyond simple hit or miss headlines, and how geological information from the drill bit guides the next round of targeting. The conversation breaks down Las Coloradas and why the team believes the system can support meaningful scale, plus what continuity and shallow potential could mean for future work. Scott also covers the financing…

Recorded on February 2, 2026TSX: SAMFrankfurt: V4JA In this Natural Resource Stocks company interview, Steve Yang sits down with Robert Eadie, President and CEO of Starcore International Mines Ltd, to break down a shareholder focused corporate reorganization, a potential dividend style capital return, and what Starcore is targeting next at its Mexico production base. Eadie explains how the company positions itself as debt free with no hedges and no royalty streams, why that matters in volatile tape, and how management thinks about protecting shareholders while still funding growth. They also cover production realities at San Martin, what caused recent operational…

Recorded on January 30 2026 Andy Millette talks with Alex Krainer about a single lens that makes today’s chaos legible: a widening total war between two competing systems of governance and political economy. Alex argues the real fight is not nation versus nation, it is an industrial, sovereignty-driven Hamiltonian model versus a finance-led free trade empire that depends on rules based leverage, institutional capture, and permanent pressure campaigns. They connect Davos signaling, tariffs, and industrial policy to deeper incentives that shape alliances, destabilization efforts, and regime change logic. From Venezuela and the Maduro operation to Greenland and the Arctic map,…

Recorded on 1-30-2026TSXV BOGO OTC Pink BORMF FSE L4B0 Andy Millette is on site with Kelly Malcolm President and Chief Executive Officer of Borealis Mining to break down a major restart milestone at the Borealis Gold Mine in Nevada the company’s first production blast and the immediate steps that follow. Kelly walks through what changes now that blasting is complete including excavation starting Monday and how material moves from the pit through crushing and stacking onto the heap leach pad. They map the full recovery loop from circulating solution through the heap to the ADR plant and into gold doré…

Recorded on January 28, 2026 Michael Oliver, founder of Momentum Structural Analysis, joins Steve Yang to lay out why he believes the real driver of the next major move in metals is not a headline—it’s the bond market. Oliver explains how MSA reads “momentum structure” across asset classes to identify inflection points in gold, silver, miners, oil, the dollar, bonds, equities, and crypto before price narratives catch up. A major focus is silver: why it can go quiet for years and then reprice violently, and how the silver-to-gold relationship can shift fast in late-stage bull phases. Oliver also breaks down…

Recorded on January 28 2026 Steve Yang of Natural Resource Stocks interviews Keith Weiner, PhD of Monetary Metals. Keith’s official main website is linked below along with his verified X and LinkedIn profiles. In this interview, Steve and Keith discuss Monetary Metals and Keith’s work and perspective in the precious metals space. If you follow gold and silver and want more context around how Monetary Metals fits into the broader market, this conversation is designed to give you that framework. Subscribe to the main channel for full interviews and the clips channel for highlights and shorter cuts. #Millettian Key topics…

Recorded on January 28 2026TSXV: GLDC | OTCQX: CGLCF Cassiar Gold CEO Marco Roque joins Andy Millette to break down fresh drill results from the Newcoast target and why repeated gold hits across multiple seasons are reshaping the upside case for the district. They dig into how Newcoast could evolve into a second Taurus-style system, what the latest broad intercepts and step-outs imply for scale, and how Cassiar is thinking about bulk-tonnage potential versus higher-grade optionality. Marco also addresses the reality of permitting in British Columbia, what Cassiar already has in place, and why having a permitted mill changes the…

LSE: ECOR | TSX: ECOR | OTCQX: ECRAF Natural Resource Stocks host Andy Millette sits down with Marc Bishop Lafleche, Chief Executive Officer of Ecora Royalties PLC, for the official name change conversation and a detailed walkthrough of the royalty and streaming business model. Ecora Royalties was previously known as Ecora Resources, and the new name is meant to match what the company is built to do: invest in royalties and streams tied to mining production and development. This is a practical, plain-English breakdown of how royalties and streams work. Instead of operating mines, Ecora aims to build a diversified…

NASDAQ: SDST Recorded on January 22, 2026. Stardust Power is building a battery-grade lithium carbonate processing facility in Muskogee, Oklahoma, designed to strengthen U.S. critical minerals supply chains and support domestic EV and energy storage demand. In this interview, Founder and CEO Roshan Pujari breaks down why the project is positioned as a centrally located refinery hub, what de-risking milestones have already been completed, and what matters most as the company moves from engineering and permitting into financing, construction, and commissioning. Key topics covered in this interview Why Muskogee, Oklahoma is strategically positioned for a refinery hub model Target scale…

Recorded on January 21, 2026. In this interview, Steve Yang sits down with political scientist Bruce Bueno de Mesquita, known for applying game theory and incentive-driven analysis to real-world politics, conflict, and regime survival. If you’ve ever wondered why leaders make “irrational” decisions that still work politically, this conversation lays out the mechanics behind it—who leaders must keep happy, how coalitions stay loyal, and why credibility in foreign policy is so hard to maintain. We cover why leaders prioritize staying in power above all else, how democracies and autocracies differ in incentives, why smaller actors sometimes beat stronger ones in…

Recorded on January 21, 2026. Steve Yang sits down with Larry C. Johnson — former CIA officer and former U.S. State Department Office of Counterterrorism official — for a wide-ranging conversation on the narratives, incentives, and geopolitical pressure points shaping today’s headlines. #Millettian This interview covers: Guest Links (Larry C. Johnson)Sonar21 (Website): https://sonar21.com/Substack: https://larrycjohnson.substack.com/X (Twitter): https://x.com/LarrySonar21Telegram: https://t.me/sonar_21Patreon: https://www.patreon.com/u80288936 Host & Channel LinksNatural Resource Stocks (Website): https://www.NaturalResourceStocks.netNatural Resource Stocks (YouTube): https://www.youtube.com/@naturalresourcestocksSteve Yang (X): https://twitter.com/SteveYang_MarketSteve Yang (LinkedIn): https://www.linkedin.com/in/steveyang88/Andy Millette (X): https://twitter.com/AndyMilletteAndy Millette (LinkedIn): https://www.linkedin.com/in/andymillette/ Chapters00:00 Intro + Larry’s background01:09 Venezuela + the “regime change” frame04:50 “Gaslighting” and the incentives question09:07 Rare earths…

TSX: SAM | OTC: SHVLF | FRA: V4JA Recorded on January 20, 2026. Starcore International Mines Ltd is a gold and silver producer operating the San Martin underground mine in central Mexico, with a working mill and an active production footprint. In this sit-down, Starcore CEO Robert Eadie explains how the company thinks about operating leverage in a strong metals tape, why a clean capital structure matters, and how the La Tortilla historic silver mine could become a practical near-term growth lever by using existing infrastructure. Key topics covered San Martin production profile and mill capacity Clean structure: no NSR,…

TSX.V: SYH | OTCQX: SYHBF | FRA: SC1P Host: Steve YangGuest: Jordan Trimble, President & CEO, Skyharbour Resources Skyharbour Resources is an Athabasca Basin uranium explorer advancing two core assets — Russell Lake and Moore Lake — while also running a prospect generator model designed to bring in partners who help fund exploration across a much larger portfolio. In this interview, Jordan breaks down how that model works, what the company is focused on right now, and what catalysts matter most as the uranium market tightens and the supply chain becomes more political. Skyharbour ResourcesWebsite: https://skyharbourltd.com/ Investor Center: https://skyharbourltd.com/investors/stock-information/ News:…

Recorded on January 20, 2026. Florian Grummes is the Managing Director of Midas Touch Consulting and an independent financial analyst, advisor, consultant, mentor, trader, and investor with more than 30 years of experience in global financial markets. In this full interview with Steve Yang, Florian breaks down why gold has the “gold rush” feel again, what could crack confidence in fiat currency systems, and why silver may be entering a long-awaited breakout phase. Florian is known for blending technical analysis with macro fundamentals and sentiment to build a coherent market view across precious metals, commodities, and digital assets. We cover…

TSXV: MGMA | OTCQB: MAGMF | FSE: BC21 | WKN: A411DV Recorded on January 20, 2026. Magma Silver Corp is a Canadian precious metals exploration company advancing the Niñobamba silver gold project in Peru. Niñobamba spans an 8 km mineralized corridor in a prolific geological belt, with extensive historic work and modern targeting underway. In this interview, Chairman and CEO J. Stephen Barley breaks down why the project economics matter, what the company says is coming next, and the catalysts they are aiming to deliver in 2026. Key topics in this conversationLow cost leverage to silver prices and how the…

CSE: ESAU | OTCQB: ESAUF | FSE: Z7D Recorded January 16, 2026 In this company update, host Andy Millette sits down with Gordon Robb (CEO of ESGold Corp.) to break down what the company is building at its Montauban Gold-Silver Project in Quebec and what milestones matter next as ESGold advances toward its targeted 2026 startup. This conversation covers: Where the project stands today and what the current permitting status means operationally Mill and site-readiness progress, equipment deliveries, and the commissioning path Funding strategy and how management thinks about capital needs while building The operating concept behind tailings reprocessing and…

TSXV: SGO | OTCQB: SMOFF | FRA: 23SPRecorded January 14, 2026 In this Natural Resource Stocks company interview, host Andy Millette speaks with John M. Darch (Chairman) and Kenneth MacLeod (President & CEO) of Sonoro Gold Corp. about the company’s strategy and near-term catalysts at its flagship Cerro Caliche Gold Project in Sonora, Mexico. Sonoro Gold is positioning Cerro Caliche as a development-stage, open-pit style gold project with a path designed to be practical and scalable—focused on building a larger mineralized footprint, tightening up the development plan, and advancing the work needed to move the project forward. In this conversation,…

CSE: GRBM | OTCQB: GBMCF | FWB: J48 | WKN: A3EW4S Recorded on January 14, 2026. #Millettian Green Bridge Metals Corporation is a Canadian-based exploration company advancing a portfolio of critical and battery-metal assets in North America. In this interview, CEO David Suda joins host Andy Millette to walk through the company’s strategy, why Minnesota remains a key focus area, and how management thinks about sequencing catalysts with a disciplined “value levers” approach. The conversation covers how Green Bridge prioritizes work programs, why brownfields context and infrastructure matter when evaluating a project’s pathway, and how re-evaluating historical datasets and legacy…

TSXV DRY | OTCQB DRYGF | FSE X7W Recorded on January 13, 2026. In this company interview, Andy Millette sits down with Maura Kolb M.Sc., P.Geo., President of Dryden Gold Corp, for a detailed update on the company’s district-scale, high-grade gold exploration strategy in Northwestern Ontario. Dryden Gold is advancing multiple target areas across its Dryden Gold District land position, with a focus on expanding Gold Rock and systematically moving regional targets through discovery and follow up drilling. Dryden Gold has outlined 2026 goals that include continued growth drilling at Gold Rock, follow up drilling at Mud Lake and additional…

TSXV: SVE | OTCQX: SLVRF | FSE: BRK1 Silver One Resources CEO Greg Crowe joins host Steve Yang to break down Silver One’s U.S.-focused silver strategy, led by the past-producing Candelaria District in Nevada and supported by additional exploration upside at Phoenix (Arizona) and Cherokee (Nevada). In this conversation, Greg explains what Silver One is prioritizing at Candelaria, how the team thinks about advancing the project toward development, and what catalysts investors should watch as technical work progresses. We also discuss why Phoenix in Arizona adds “torque” to the story and how the broader portfolio fits together. Topics covered: Guest…

TSX-V: BYN | OTCQB: BYAGF | Frankfurt: BAJ Recorded on January 12, 2026. Banyan Gold Corp is advancing its AurMac Project in the Yukon, Canada, a road-accessible, district-scale gold system in the Mayo area. AurMac includes the Airstrip and Powerline deposits, and the company continues to define and expand a large, near-surface gold resource that management views as capable of meaningful scale over time. In this interview, Steve Yang speaks with Banyan Gold leadership about the path from resource growth to economic studies and permitting, plus how infrastructure, ownership cleanup, and market positioning can influence valuation. More #Millettian interviews are…

Recorded on January 12, 2026. In this #Millettian guest interview, Steve Yang sits down with Laurent Lequeu, co-founder of The Macro Butler, to unpack the macro and geopolitical forces he believes will define 2026. From US strategy in the Americas to NATO strain, Taiwan risk, and what investors can do in an environment of policy volatility, Laurent lays out a framework for thinking about security, supply chains, and markets without hype. The opinions expressed are solely those of the guest and do not necessarily reflect those of Natural Resource Stocks. Guest linksThe Macro Butler: https://themacrobutler.com/ Substack: https://themacrobutler.substack.com/ X: https://x.com/TheMacroButler X:…

TSX-V: RVG | OTCQX: RVLGF Recorded January 12, 2026. Disclosure: Andy Millette is a shareholder of Revival Gold, and Revival Gold is a sponsor of Natural Resource Stocks. #Millettian Revival Gold Inc. is a pure gold mine developer focused on the western United States, advancing two primary assets: the Mercur Gold Project in Utah and the Beartrack Arnett Gold Project in Idaho. In this interview, Hugh Agro (Founder, President & CEO) breaks down the latest Mercur drill results, why certain near-surface oxide intercepts stood out, and how the company is sequencing work to de-risk the project through permitting and engineering.…

CSE RM | OTCQX GARLF | FSE 1WJ0 Recorded on January 12, 2026. #MillettianIn this company interview, host Steve Yang speaks with Blake McLaughlin, Executive Vice President Development at Roxmore Resources, about the company’s flagship Converse Gold Project in Nevada. Roxmore is advancing a large, underexplored gold system on Nevada’s prolific Battle Mountain trend, positioning the project as one of the largest underdeveloped gold resources in the state not owned by a major mining company.The Converse Gold Project hosts a reported 5.57 million ounces of gold in measured and indicated resources plus 0.42 million ounces inferred, at 0.53 g/t Au,…

TSX-V: GRL | OTC: GRLMF In this company update, host Andy Millette sits down with Matt Filgate, President and CEO of GreenLight Metals, to break down why Wisconsin is back on the U.S. critical-metals map and how the company plans to grow a copper-gold VMS system at its flagship Bend Project in northern Wisconsin. GreenLight’s thesis is straightforward: a reopened mining jurisdiction, solid infrastructure, and a known VMS-style system that management believes can expand meaningfully with step-out drilling. The discussion covers what changed in Wisconsin from a mining-policy perspective, how the Bend Project is being advanced, and the specific milestones…

Recorded January 8, 2026. In this interview, Simon Hunt (Founder, Simon Hunt Strategic Services) joins host Andy Millette to break down the geopolitical and macro pressures building into 2026. Simon explains why the U.S. move on Venezuela is a broader signal to rivals, how Iran becomes the obvious next escalation risk, and why an oil shock is the fastest transmission mechanism into inflation, recession, and market volatility. He also digs into the BRICS “Unit” discussion, what partial gold backing is intended to accomplish, and why the Arctic—especially Greenland—has become a strategic chokepoint as shipping routes, energy logistics, and resource competition…

TSX.V: KNG | OTCQB: KNGRF | FSE: TUY Recorded on January 8, 2026 Disclosure: Kingsmen Resources is a sponsor of this channel and Andy Millette states he is an investor in Kingsmen. #Millettian In this sponsor company update, Andy Millette sits down with Scott Emerson, President, CEO and Director of Kingsmen Resources, to unpack what the team is learning at the Las Coloradas silver-gold project in Chihuahua, Mexico. Kingsmen is building a consolidated, district-scale land position in the Parral mining district of the Central Mexican Silver Belt. The conversation focuses on how the company is moving from historic mining footprints…

Stephen Barley, Chairman and CEO of Magma Silver Corp, joins Andy Millette to break down Magma Silver’s Niñobamba silver-gold project in Peru and what the company is building into 2026. Magma Silver Corp tickersTSXV: MGMAOTCQB: MAGMFFrankfurt: BC21WKN: A411DV Recorded on January 5, 2026 In this conversation we cover why Peru remains a top jurisdiction for precious metals, what it takes to permit drill programs and mines, and how Niñobamba’s size, infrastructure and metallurgy could translate into a scalable silver and gold story. Stephen also walks through ownership terms, royalty structure, capital structure, and the catalysts Magma is targeting in 2026,…

Click here for the link Tom mentioned:https://www.youtube.com/watch?v=n67dzsrRCo0 Tom Luongo is the publisher of Gold Goats n Guns, known for connecting geopolitics, monetary plumbing, and commodity price discovery into one cohesive framework. In this interview with Andy Millette, Tom argues that we’re in a late-stage transition away from a legacy, London-centered pricing regime toward a multipolar system where strategic assets (gold, silver, industrial metals, energy inputs) are increasingly contested through policy, trade, and collateral rules—not just “free markets.” This conversation is less about headlines and more about the machinery underneath them: how rates are managed, why the long end of the…

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…