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Natural Resource Stocks

Natural Resource Stocks

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 Natural Resource Stocks with Andy Millette© 2024 Natural Resource Stocks 個人ファイナンス 政治・政府 経済学
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  • WRLG Madsen Restart and the Road to Commercial Production

    WRLG Madsen Restart and the Road to Commercial Production
    2025/12/21
    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…
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    36 分
  • Oil Is Hated Now: Josef Schachter Explains What Changes in 2026

    Oil Is Hated Now: Josef Schachter Explains What Changes in 2026
    2025/12/21
    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…
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    1 時間
  • Private Credit Is the Next Shock and Investors Are Not Ready

    Private Credit Is the Next Shock and Investors Are Not Ready
    2025/12/21
    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…
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    53 分
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