Natural Resource Stocks

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…