Natural Resource Stocks
302 episodes — Page 5 of 7
America’s Biggest Uranium Story Could Be NUCL
This 11% copper hit could change the ONGold story
Magna Terra Says Humber Could Be A Massive 7 Kilometre Copper Story In Newfoundland
TSX.V: MTTOTC: BRIOF Recorded on March 26, 2026 Steve Yang sits down with Lewis Lawrick, President, CEO, and Director of Magna Terra Minerals Inc., to discuss why the company believes 2026 could be a major catalyst year across its Atlantic Canada and Argentina portfolio. The interview covers the Humber Copper-Cobalt Project in Newfoundland, the Rocky Brook Project in New Brunswick, and Magna Terra’s broader strategy of advancing core projects while monetizing non-core assets to reduce dilution and preserve upside. Lawrick explains the company’s discovery focus, tight share structure, current cash position, strategic backing, and why he believes Magna Terra’s market…
Liberty Gold Gets 72.5 Per Ounce and Refocuses on Black Pine
Recorded on March 25 2026 Andy Millette sits down with Liberty Gold President and CEO Jon Gilligan to break down the company’s major Goldstrike transaction, why management was comfortable with the valuation, and how the structure strengthens Liberty Gold without forcing added pressure on shareholders. Jon explains why the deal sharpens Liberty Gold’s focus on Black Pine in Idaho, improves balance sheet confidence, and gives the team more room to think ahead on early works, long lead items, exploration around the edges, and owner team hiring. The conversation also dives into FAST 41, why the public permitting dashboard matters, and…
No U.S. Tungsten. No U.S. Antimony. Can Resolution Minerals Fill The Gap?
Recorded on March 25, 2026, Steve Yang sits down with Craig Lindsay, CEO U.S. Operations at Resolution Minerals Ltd, to discuss why the Horse Heaven Project in Idaho is drawing attention as a rare U.S. antimony, tungsten, and gold story. Resolution Minerals Ltd (ASX: RML) is an Australian-based mineral exploration company focused on advancing mineral projects with exposure to critical metals and gold. In this interview, Craig breaks down the Horse Heaven Project, the company’s discussion around high-grade antimony at surface, the historic tungsten production at Golden Gate, and the broader U.S. supply chain backdrop driving interest in domestic critical…
Rick Rule Says This Gold Stock Panic Looks Like a Buyer Opportunity
Recorded on March 24, 2026 Rick Rule joins Andy Millette for a wide-ranging conversation on one of the sharpest resets in gold equities and why he sees panic selling as opportunity for disciplined buyers with a longer time horizon. He explains why he is using a shopping list instead of trying to call exact bottoms, how discounted NAV multiples can create takeover setups, and why high-quality names can separate quickly from weaker peers after a washout. The discussion then moves into the 2026 Rule Symposium, including how attendees can prepare before arriving, why the pre-conference interviews matter, and what investors…
QE Like Youve Never Seen Before Says Alasdair Macleod
Recorded on March 24 2026 Alasdair Macleod joins Andy Millette to break down why the recent collapse in gold and silver prices may be far more misleading than most investors realize. He argues that the paper market has detached from the underlying bullion market, that speculative participation is unusually weak, and that retail demand in the Far East is still holding up despite the selloff. The conversation then moves into options pressure, backwardation, and why bullion banks may have a major incentive to keep prices suppressed into expiry and quarter end. From there, Macleod lays out a much larger macro…
Tom Luongo: Why America Is Holding Aces in the Iran Showdown
Recorded on March 23, 2026 Tom Luongo joins Andy Millette for a deep macro and geopolitical breakdown of Iran, the Strait of Hormuz, nuclear leverage, shipping insurance, and the larger fight over who really controls global chokepoints. Tom argues that most people are reading the board wrong, framing the conflict like chess when the real game is poker, with leverage, timing, and capital deciding the outcome. He explains why he believes the Strait of Hormuz matters far beyond headlines, how energy flows and financial power connect, and why he sees an older imperial system under pressure beneath the daily news…
Gordon Robb Says ESGold Is Built for This Pullback
CSE: ESAU | OTCQB: ESAUF Recorded on March 23 2026 ESGold Corp CEO Gordon Robb joins Andy Millette to break down why he believes the recent pullback in gold and silver has created opportunity instead of damage. He explains why ESGold chose to skip the original 500 ton per day plan and go straight to a 1000 ton per day buildout, how the company is positioning for cash flow in the third quarter of 2026, and why management believes it can advance production and exploration at the same time. The interview gets into the cash-flow-first model, why Gordon thinks too…
Copper Demand Could Crush Supply | Green Bridge Metals in Minnesota
Recorded on March 23 2026CSE: GRBMOTCQB: GBMCFFWB: J48 Steve Yang sits down with David Suda, President and CEO of Green Bridge Metals Corporation, to break down why the company believes Minnesota can become a meaningful North American copper and critical minerals story as AI data centers, grid expansion, and electrification keep driving demand higher. Green Bridge is built around known metal in the ground rather than pure speculation, and David explains why management chose to anchor the company around the Serpentine resource and a broader district-scale land package instead of betting everything on blind exploration. The conversation covers the current…
Canstar Lined Up Up To 11.5 Million For Newfoundland VMS Exploration
Recorded on March 23, 2026 Canstar ResourcesTSX Venture Exchange ROXOTCID CSRNF Canstar Resources President and Chief Executive Officer Juan Carlos Giron Jr joins Andy Millette to explain why management believes the company has materially changed its setup heading into 2026. Juan Carlos breaks down the project-level VMS Mining structure in Newfoundland, why management calls that funding non dilutive at the corporate level, and how the Golden Baie transaction with Churchill could strengthen the treasury while preserving upside through equity and royalty exposure. He also lays out why Mary March remains the flagship, why the Buchans district still matters, and how…
Leviathan Metals Sits Beside a 6 Billion Copper Asset in Botswana
Recorded on February 20 2026 Leviathan Metals trades on the TSXV as LVX and on the OTCQB as LVXFF. In this interview, Steve Yang sits down with CEO Luke Norman to break down why Leviathan has repositioned itself as a copper focused explorer and why the Central project in Botswana is the company’s flagship value driver. Luke explains the scale of the land package, the adjacency to MMG’s Khoemacau cluster, why management believes Central sits on strike with a major copper system, and why Leviathan says it is permitted and ready to drill. The conversation also covers Botswana jurisdiction, infrastructure,…
Alex Krainer on Iran Oil Shock and Why This Crisis Could Hit Food Next
Recorded on March 20 2026 Andy Millette sits down with Alex Krainer for a wide-ranging conversation on the Iran war, oil shock risk, Strait of Hormuz pressure, fertilizer disruption, food inflation, and the larger fight over natural resource control. Alex argues that the market is still underestimating the second-order effects of a prolonged Middle East escalation, especially for shipping lanes, Gulf infrastructure, agriculture, and inflation-sensitive economies. The discussion moves from immediate energy stress to longer-cycle fallout in fertilizers, crop yields, and food availability, with Europe framed as one of the most exposed regions. They also dig into the banking incentives…
Ryan Dawson Says Iran Did Not Collapse and Washington Had No Plan B
Recorded on March 19 2026 David Hunter returns to Natural Resource Stocks to explain why he sees the current weakness as a correction rather than a final top, and why he believes a much larger upside move could still be ahead. He breaks down why negative sentiment, war headlines, and profit taking may actually be helping build the next leg higher in equities, metals, and select miners. Hunter also lays out his big targets for the S&P 500, Nasdaq, Dow, Russell, gold, and silver, while arguing that oil could reverse sharply once Iran fear cools off. The conversation then shifts…
David Hunter Says This Correction Could Turn Into A Massive Second Quarter Melt Up
Recorded on March 19 2026 David Hunter returns to Natural Resource Stocks to explain why he sees the current weakness as a correction rather than a final top, and why he believes a much larger upside move could still be ahead. He breaks down why negative sentiment, war headlines, and profit taking may actually be helping build the next leg higher in equities, metals, and select miners. Hunter also lays out his big targets for the S&P 500, Nasdaq, Dow, Russell, gold, and silver, while arguing that oil could reverse sharply once Iran fear cools off. The conversation then shifts…
Greenland, Venezuela, Hormuz: One System Is Driving All Three
In this Natural Resource Stocks breakdown, Tiffany Georgopoulos explains why today’s geopolitical flashpoints make more sense when viewed as a contest between financial power and control over physical resources. She connects Greenland, Venezuela, the Strait of Hormuz, copper, oil, gold, uranium, and rare earths into one broader framework that helps viewers understand how trade routes, sanctions, capital flows, and supply chains are being reshaped. Tiffany argues that even in a digital economy, the real world still runs on fuel, metals, fertilizer, grids, logistics, and the hard inputs that keep infrastructure, AI, transportation, and industry moving. She also shows why countries…
Tavi Costa on Why Hard Assets Could Win in the Next Macro Cycle
Recorded on March 12 2026 Steve Yang sits down with Tavi Costa of Azuria Capital for a deep macro conversation on where the next hard asset cycle may be heading. Tavi explains why he believes a weaker dollar, suppressed rates, and years of underinvestment are creating a powerful backdrop for commodities, mining, energy, and agriculture. He lays out why energy could lead before food follows, why natural gas remains critical for rising electricity demand and data centers, and why he still sees major upside in hard assets over the next 5 to 10 years. The discussion also dives into twin…
Starcore CEO on Returning Capital and Refocusing Mexico Growth
Recorded on March 12 2026 TSX: SAM Steve Yang sits down with Robert Eadie of Starcore International Mines Ltd. to break down how the company has repositioned itself after spinning out its African assets and why management believes the market is still not fully reflecting the value of its Mexican production base. Eadie explains how the return of capital was structured for shareholders, why Starcore is now focused on oxide material, carbonaceous material, and La Tortilla, and how the company sees a path to more than 160 million in annual revenue over the next 18 to 24 months. The interview…
Dylan Jovine maps the two chessboards driving Iran China and global markets
Recorded on March 11 2026 Steve Yang sits down with Dylan Jovine for a wide-ranging macro conversation on why the current Iran conflict should not be viewed as an isolated event. Dylan argues there are two chessboards at work, a regional Middle East contest and a larger United States versus China struggle that shapes energy, trade, military pressure, and investor positioning. The discussion moves through the Strait of Hormuz, oil chokepoints, rare earth leverage, Taiwan war game scenarios, and why logistics still decide the balance of power. Dylan also explains why modern warfare is shifting toward speed, autonomous systems, and…
Can Sasquatch Resources Scale a Waste Rock Mining Model Across British Columbia
CSE: SASQRecorded on March 11, 2026 In this Natural Resource Stocks interview, Steve Yang sits down with Peter Smith, CEO of Sasquatch Resources, to break down why the company is pursuing legacy mine waste instead of a traditional new mine build. Peter explains how historic operations at Mount Sicker discarded material below an 8 percent copper cutoff, why those old piles may still hold meaningful value today, and how Sasquatch sees an opportunity to recover metals while cleaning up long standing environmental hazards. He also walks through the company’s broader pipeline strategy, how management evaluates projects close to surface and…
Kingsmen Went 12 for 12 at Las Coloradas and the Next Drill Push Is Starting
TSXV: KNG | OTCQB: KNGRF | FSE: TUY Recorded on March 10 2026 Andy Millette sits down with Scott Emerson for a detailed company update on Kingsmen Resources and the 2026 exploration strategy taking shape across the Parral district in Chihuahua, Mexico. In this interview, Scott explains why Kingsmen believes Las Coloradas is demonstrating both grade and scale, how the company consolidated ground around a past-producing mine, and why the first drill campaign gave management confidence to keep pushing the story forward. He also breaks down the company’s treasury strength, tight share structure, and why management believes disciplined drilling is…
Cassiar Gold Might Be the Most Mispriced Gold Story in BC
Recorded on March 10 2026 Cassiar Gold Corp TSXV GLDC and OTCQX CGLCF joins Andy Millette for a deep dive into why the market may finally be waking up to the value inside the Cassiar Gold story in British Columbia. Marco Roque breaks down how a much stronger gold price changes project economics, why Cassiar’s valuation may still look cheap relative to peers, and why the company’s brownfield advantages matter in a market that is starting to reward real optionality. The conversation also covers the value of existing mine permits, a fully owned permitted mill, road access, underground workings, and…
Jaguar Uranium Says South America Is The Last Frontier For New Uranium Supply
Recorded on March 10 2026 Jaguar Uranium Corp trades on NYSE American under JAGU, and in this interview Steve Yang sits down with President and CEO Steven Gold to break down why management believes South America could become an overlooked source of future uranium supply. The discussion focuses on Jaguar’s Argentina and Colombia portfolio, the company’s recent IPO financing. He explains the significance of Jaguar’s recent EIA approval at Laguna Salada, why Argentina’s nuclear backdrop matters, and why certain legacy uranium assets were set aside for price rather than geology. The interview also covers Colombia’s Berlin project, infrastructure and jurisdiction…
Dryden Gold Hits 15 Structures Across Gold Rock In One Hole
Recorded on March 10, 2026 TSXV: DRY | OTCQX: DRYGF | FSE: X7W Maura Kolb joins Andy Millette to break down why Dryden Gold’s latest Gold Rock result could materially change how investors view the company. In this interview, Maura explains how one hole cut across 15 parallel mineralized structures, why the deepest Big Master Two pierce point matters, and how the result strengthens continuity across the broader system. The conversation then moves into what this means for future drill targeting, how the story evolved from 3 known structures to 15 in the same footprint, and why that shift opens…
Revival Gold Says Mercur Delivered One Of The Best US Gold Hits This Week
Recorded on March 10, 2026 Revival Gold trades on the TSX Venture Exchange as RVG and on the OTCQX Market as RVLGF. Andy Millette sits down with Hugh Agro for a focused company update on why Revival Gold has been standing out with recent Mercur drill results in Utah and why management believes the project is moving down a credible path toward construction. Hugh breaks down the oxide profile at Mercur, why the recovery characteristics matter, what additional drilling is still to come in Utah, and why pending assay flow remains an important part of the story. The interview also…
Larry C Johnson on Why the Iran War Is Really About Oil and Power
Actual Recorded on March 6, 2026, Record date in opening 6th of February , 2026 is Incorrect. Steve Yang sits down with Larry C Johnson of Sonar21 for a hard edged conversation on the Iran war, US foreign policy, Israel, Congress, oil markets, and the economic fallout that could reshape the Middle East and hit the global economy. Larry lays out why he believes this conflict is about power, energy, and long running geopolitical strategy rather than the public case sold to viewers. Steve pushes on the role of Congress, Trump, propaganda, intelligence failures, the Strait of Hormuz, Qatar, the…
Doug Casey Says World War Three Is Already Here and Markets Are Not Pricing It In
Actual Recorded on March 6, 2026, Record date in opening 6th of February , 2026 is Incorrect. Steve Yang sits down with Doug Casey for a hard-edged conversation on Iran, U.S. foreign policy, empire decline, and the real risk of a wider geopolitical escalation. Doug argues that the Iran conflict is not an isolated event, but part of a larger story involving U.S. overreach, strategic chokepoints, and a world moving toward more instability. They dig into the Straits of Hormuz, global shipping and energy exposure, international backlash, and the cost of intervention as debt, inflation, and military spending keep rising.…
Why Melody Wright Says Homes Are Sitting And Housing Is Freezing
Actual Recorded on March 6, 2026, Record date in opening 6th of February , 2026 is Incorrect. Melody Wright joins Steve Yang to break down what she believes is really happening inside the US housing market right now. In this interview, Melody explains why she believes the housing shortage story is a myth, why inventory is suddenly starting to move, why days on market matter more than headlines, and why appraisals, rental weakness, and credit deterioration are all pointing to deeper problems beneath the surface. She also discusses Airbnb pressure, multifamily vacancies, hidden delinquency issues, non-bank lending, demographic shifts, and…
Silver’s 45-Year Breakout Is Real and It’s Only Beginning
Recorded on February 26 2026 Silver just cleared a structural ceiling that capped it for decades, and Christopher Aaron says the setup is only getting started. In this conversation with Natural Resource Stocks host Steve Yang, Christopher breaks down why the 45-year consolidation matters, how supply gets tightened by real-world industrial consumption, and why long base-building phases tend to produce the most explosive next legs. He walks through his long-term chart work on silver across centuries, explains how he frames consolidation zones versus blow-off phases, and shares the macro chart he watches most closely: the Dow priced in ounces of…
Antimony Surprise Alongside Silver And Gold At Sierra Plata J2 Metals
TSXV JTWO, FSE OO1Recorded on February 24 2026 J2 Metals CEO Thomas Lamb joins host Steve Yang to break down how J2 is building a tightly structured, multi project exploration company with near term catalysts across Mexico, Quebec, and Alaska. The conversation leads with Sierra Plata in Mexico and the specific drill logic management wants to test first, drilling under historic mines and workings to see whether the veins strengthen at depth before stepping out into deeper regional targets. Thomas explains how the district setting, nearby operating activity, and potential processing optionality inform the early program design and what success…
Gold Does Not Need Trust Keith Weiner on Money Bitcoin and the Dollar
Recorded on February 25 2026 In this interview, Keith Weiner of Monetary Metals breaks down why gold keeps reasserting itself as money when confidence in policy and payment rails gets tested. The conversation starts with a blunt point most investors miss: in true settlement, gold can eliminate trust requirements, and that changes how you think about monetary competition. Keith challenges popular narratives around scarcity and value, then pivots into the mechanics of currencies, reserves, and why the dollar can remain dominant even as the world trends toward de fiatization. Steve and Keith map the BRICS discussion to real world constraints,…
Gold Pour Tomorrow: Borealis Is Back In Production (BOGO / BORMF)
TSXV: BOGO | OTC: BORMF | FSE: L4B0Recorded on February 25, 2026 Borealis Mining CEO Kelly Malcolm joins Andy Millette for a hard-nosed update on what matters most right now: real gold pours, real operating momentum, and a project that is heavily levered to the gold price. Kelly explains why Borealis expects gold pours to increase in frequency (and hopefully size) as more ore hits the leach pad, and why the company intentionally avoids “value-of-the-bar” style announcements that can get dicey with timing and pricing. The conversation then turns to the updated Sandman economics—what stayed the same, what was updated,…
Silver False Breakdown Then Explosion The Pattern Patrick Karim Watches
Recorded on February 24 2026 Steve Yang sits down with Patrick Karim of Northstar Badcharts to break down what the charts are signaling across silver, crude oil, and energy equities. Patrick explains why long sideways bases and false breakdowns can wipe out morale right before the sharpest upside moves begin, and how he looks for confirmation and clean invalidation instead of guessing. They walk through the oil complex and energy leaders like Exxon to show how price action can tip its hand before headlines hit. You also get Patrick’s cross asset framework using ratios and long duration yields to build…
AI Data Centers Are Keeping Coal Plants Running With Matthew Warder
Recorded on February 24 2026 #Millettian AI era electricity demand is forcing investors to rethink coal. In this conversation Steve Yang sits down with Matt Warder of The Coal Trader to break down why data center buildouts can keep baseload generation in focus and why coal fundamentals still move on old-school commodity constraints like supply lag, infrastructure, and policy. Matt explains the key split between thermal coal for power and metallurgical coal for steel and why each market has its own cycle, catalysts, and price sensitivity. They dig into the storage bottleneck, what it would take for coal plants to…
Ecora Royalties ECOR 50% Copper Exposure Explained by CEO Marc Bishop Lafleche
LSE: ECOR | TSX: ECOR | OTCQX: ECRAF Recorded: February 23, 2026 Ecora Royalties CEO Marc Bishop Lafleche joins Andy Millette to explain how Ecora has shifted from a legacy coal-heavy mix to a copper-led, critical-minerals royalty portfolio. Marc breaks down why copper is ~50% of portfolio value today (estimated NAV), what made 2025 a “landmark year” (including ~$57M portfolio contribution), and how the company thinks about “layering” growth through producing royalties/streams plus upcoming milestones. We also cover why royalties can benefit from top-line growth even as mine build costs inflate—and what operating leverage looks like in a lean royalty…
Starcore TSX SAM Targets Three Cash Flow Streams In Mexico
TSX: SAM | FSE: V4JA | US: SHVLF Recorded on February 19, 2026 Steve Yang sits down with Starcore International Mines President & CEO Robert Eadie to unpack how a junior producer in Mexico plans to scale cash flow by stacking three revenue streams onto existing infrastructure. Eadie breaks down the San Martin Mine operating base, why carbonaceous ore processing is positioned as the near-term unlock, and how nearby feed can help keep the mill working without a massive rebuild. They dig into dry stack tailings and what “real” environmental execution looks like in day-to-day mining decisions. Robert also explains…
Rick Rule: Breathtaking Volatility Is Coming, Here Is How You Profit
Recorded on 2-18-2026 Rick Rule joins Andy Millette to lay out a simple survival rule for 2026: assume violent volatility and build your plan before the tape whipsaws you out. Rick explains why he sells a portion into strength to recoup principal and remove downside, then connects that discipline to how he evaluates silver moves that shake newer participants. They shift into oil and gas, where Rick talks about news driven spikes, why he prefers pullbacks when he is accumulating, and what parts of the supply chain can matter most when cycles tighten. The conversation then gets practical on edge:…
Liberty Gold TSX LGD Black Pine Hits 6M Ounces and Feasibility Moves Forward
Recorded on February 18 2026TSX LGD | OTCQX LGDTF Liberty Gold President and CEO Dr. Jon Gilligan joins Andy Millette to break down the newest feasibility stage mineral resource update at Black Pine in Idaho and what it changes for the build path ahead. The Black Pine resource has now moved to roughly 6 million ounces total across indicated and inferred, giving the feasibility work a bigger foundation and more flexibility on reserve sizing and mine life. Jon explains why this is a rare kind of development story in today’s gold space: a brownfields restart with simple open pit run…
Element 29 Targets Half Billion Ton Copper Resource at Elida Peru TSX-V ECU
Recorded on February 18 2026TSX-V ECU. OTCQB EMTRF. BVL ECU. Steve Yang sits down with Element 29 Resources President and CEO Richard Osmond to break down the company’s Tier 1 scale ambition at its Elida Cu-Mo-Ag project in Peru and what it takes to earn a rerating in the copper space. Richard lays out the concrete resource growth target and why reaching that threshold changes the conversation around mine life, throughput, and development optionality. They dig into what the drill program is actually trying to prove, how infrastructure and logistics shape capital intensity, and why Peru remains central to Element…
Patrick Karim Warns Gold Silver Miners Are Stretched Not a Low Risk Entry
Recorded on February 18 2026 Patrick Karim of Badcharts and Northstar and Badcharts joins Andy Millette to cut through the noise on gold, silver, and the miners using pure chart structure and disciplined trade management. Patrick explains why an uptrend can still be a bad entry when price is stretched, how he defines a lower risk entry point using longer-term moving averages, and why V-shaped moves can be difficult to manage with clean stop placement. They get blunt about corrections, drawdowns, and the simple truth many traders ignore: you are allowed to step aside and wait for resolution. The conversation…
Gold Looks Different This Time: Lobo Tiggre’s Cycle Call
Recorded on February 17 2026 Steve Yang sits down with Lobo Tiggre, editor of The Independent Speculator, for a blunt read on why the current gold uptrend does not match prior peak patterns even after the latest volatility. From there, Lobo breaks down the trap behind silver hype cycles and why buy low, sell high discipline beats price targets and guru narratives. He explains how taking profits on the way up can fund fresh buy-low rotations when broader markets wobble. The conversation moves into energy and geopolitics, including what could unlock the oil patch and how headline-driven shocks can distort…
Chris Vermeulen: Why You Might Want Out of Gold, Silver & Bitcoin......For Now
Recorded on February 17, 2026. Steve Yang sits down with Chris Vermeulen (Founder & CIO of The Technical Traders) for a hard, chart-driven conversation about what the market is really saying right now—without the narratives. Chris walks through why parabolic moves can flip fast, how log vs linear charts can give completely different “signals,” and what he watches to avoid getting trapped in crowded trades. The discussion moves from silver and gold to oil/energy and mega-cap equities, including how leadership cracks can spread once key levels fail. Chris also breaks down how he thinks about stepping aside (cash) until trends…
GreenLight Metals Two Drills Mobilized in Wisconsin Copper Gold VMS TSXV GRL
Recorded on February 13 2026TSX-V: GRL | OTCQB: GRLMF Andy Millette sits down with Matt Filgate, President and CEO of GreenLight Metals, for a hard-nosed update on why GreenLight is mobilizing two drills at the Bend copper gold VMS deposit in Wisconsin and how the team intends to grow a historic 4.5 million ton footprint into a 10 million ton plus scale story. Matt breaks down the step out strategy beyond the current deposit footprint, what the last campaign proved about high grade massive sulfides, and why downhole geophysics is pointing to stronger conductors under and beyond known mineralization. They…
Move From Paper to Real Assets Why Simon Hunt Says Food and Metals Win
Recorded on February 13 2026 Steve Yang sits down with Simon Hunt of Simon Hunt Strategic Services for a hard-nosed look at the debt and liquidity backdrop shaping markets into late 2026 and beyond. Simon argues that global and US leverage have reached levels that force policymakers into a bond refinancing fight, and that flat to falling liquidity can pressure equities, copper, gold, and silver before the next inflation driven leg higher. They also map how old world versus BRICS friction can amplify volatility, and why capital preservation and real asset positioning matters when the tape turns. Expect direct answers,…
Rick Rule The 152 Trillion Debt Math That Breaks The System
Recorded on February 13 2026 Rick Rule joins Steve Yang to lay out a blunt macro framework for the next decade and why he believes it rhymes with the 1970s: sovereign debt math, political constraints, and the realistic ways societies attempt to resolve obligations they cannot pay in real terms. Rick walks through the logic chain from on balance sheet deficits to off balance sheet entitlements, why the arithmetic matters more than ideology, and why the endgame tends to be inflation that reduces real obligations while nominal promises are maintained. From there, he explains how bond markets can eventually regain…
Magma Silver Buys Newmont Data and Sets Drill Plan at Niñobamba
TSXV: MGMA | OTCQB: MAGMF | FSE: BC21Recorded on February 12, 2026 in Atlanta, GA, USA In this special in-person sit-down in Atlanta, Andy Millette speaks with J. Stephen Barley, Chairman and CEO of Magma Silver, following the company’s investor lunch at The Palm in Buckhead. They walk through why Magma can trade at a discount even with a well-advanced silver-gold project and a deep historical dataset behind it. Barley details the company’s funding position, capital structure, and why the current shareholder base was selected to support execution instead of short-term churn. The conversation then moves into Niñobamba in Peru,…
Dynasty Gold High Grade
Recorded February 6 2026TSXV DYGOTC DGDCFFSE D5G1 Dynasty Gold CEO Ivy Chong joins Steve Yang for a direct breakdown of what actually matters at Thundercloud.They cover drilling priorities, how the team thinks about scale, and what to watch next as the story develops. In this episode, Steve presses Ivy on execution and catalysts, not vague narratives. Ivy walks through Dynasty’s flagship Thundercloud project in northwest Ontario, how the team approaches targeting and step outs, and what needs to happen for a meaningful market re rate. The conversation also touches on the company’s broader asset footprint and how management thinks about…
Dryden Gold: 77.9 g/t Gold Hit and the Next Catalysts | Maura Kolb
Recorded on February 11 2026 | Dryden Gold Corp | TSXV DRY | OTCQB DRYGF | FSE X7W Dryden Gold President Maura Kolb joins Andy Millette to break down what the latest Gold Rock results actually mean for the story, and what matters next if you’re tracking this as a developing, district-scale high-grade system. They walk through why shear-zone style mineralization can deliver both grade and meaningful widths, how vertical continuity changes confidence drilling, and why parts of the system may lend themselves to an open-pit pathway rather than a purely underground narrative. Maura explains the practical advantage of northwestern…
KNG 17M Cash War Chest and the Drill Season Setup at Kingsmen Resources
Recorded on February 12 2026Kingsmen Resources TSX Venture KNG OTCQB KNGRF Frankfurt TUY Andy Millette sits down with Scott Emerson, President and Chief Executive Officer of Kingsmen Resources, for a blunt breakdown of what can happen after a junior closes a big financing and the stock still sells off. Scott explains how Kingsmen ended up with about 17 million in cash after raising 13 million, and why that improved treasury can still come with short term technical pressure when warrant focused funds dump shares and hedge their downside. They walk through warrant banking, short volume, life offering mechanics, and why…
Gold Is “Crazy Overbought” — Adam Hamilton on What Comes Next
Recorded on February 11, 2026 Adam Hamilton of Zeal LLC joins Andy Millette to break down why gold’s recent move started flashing the kind of “extreme” signals you only see near historical blow-offs—and why January 1980 still matters as the cleanest analog for what can happen after parabolic price behavior. Adam explains his preferred way to quantify overbought conditions (price vs. long moving averages), why “this time is different” thinking gets traders hurt, and what a realistic reset can look like (high consolidation vs. a sharp drawdown). They also dig into the China-driven demand impulse, how Western capital typically follows…