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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
  • Central Banks, Rate Cuts, And The Next Metals Move

    Central Banks, Rate Cuts, And The Next Metals Move
    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 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…
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    35 分
  • Silver Is Becoming An Industrial Metal And That Is Bullish

    Silver Is Becoming An Industrial Metal And That Is Bullish
    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 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…
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    47 分
  • Sonoro Gold Updates $4M Fully Committed Financing and Path to Production

    Sonoro Gold Updates $4M Fully Committed Financing and Path to Production
    2025/12/21
    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…
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    17 分
  • Kingsmen Resources 10,000m Drill Program 200 Million Ounce Target Explained

    Kingsmen Resources 10,000m Drill Program 200 Million Ounce Target Explained
    2025/12/21
    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…
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    30 分
  • Gold and Silver Breakout Setup, The Only Levels That Matter Now

    Gold and Silver Breakout Setup, The Only Levels That Matter Now
    2025/12/21
    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…
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    50 分