PODCAST

Natural Resource Stocks

Natural Resource Stocks with Andy Millette

business investing

All Episodes

00:21:54

From Tailings to Bars: ES Gold’s Near-Term Revenue

Natural Resource Stocks ·

2025/10/19

Today Andy Millette sits down with Gordon (CEO, ES Gold) to unpack a simple, de-risked plan: start cash flow fast by reprocessing legacy tailings at Montebello, Québec, then use that revenue to self-fund drilling on a past-producing VMS system. ES Gold says it is fully funded for Phase 1 (500 tpd) via recent equity plus a $9M offtake facility from Ocean Partners, with permits in hand to reprocess specific tailings and a path to amend for hard-rock as they

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00:26:25

From 4K to 4.2K: Gentile on the Next Gold Leg

Natural Resource Stocks ·

2025/10/19

Today Andy Millette sits down with renowned resource investor Michael Gentile to unpack gold’s powerful move, why he thinks we’re still early, and where the best value hides right now. We cover capital flows, the “quality first” filter for juniors, and why Canada’s margin math is quietly compelling. #Millettian Highlights Gold’s breakout context and adoption cycle (crossing 4,000 and printing 4,200 this week). Why the top 50 public gold miners together

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00:45:17

Late-Stage Central-Bank-ism: Keith Weiner Explains...

Natural Resource Stocks ·

2025/10/19

Today, Steve Yang sits down with Dr. Keith Weiner — founder and CEO of Monetary Metals — to unpack late-stage “central-bank-ism,” why he thinks interest rates will resume a secular decline, how gold’s role is misunderstood, and why silver’s current behavior matters. Weiner lays out his “gold withdraws its bid on the dollar” thesis, discusses zombie-company debt dynamics, and explains why CBDCs are the logical (and troubling) extension of negative rates

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00:25:19

Peter Schiff: Gold $4,000 Isn’t The Top

Natural Resource Stocks ·

2025/10/19

Gold is printing fresh record highs above $4,000 while silver whipsaws around $52 — and Peter Schiff thinks market structure tells the real story. He explains why spot/futures dynamics in silver suggest urgent physical demand, how short sellers could face forced delivery, and why he believes we’re reliving the 1970s “on steroids.” About today’s guest: Peter Schiff is an investor and commentator, founder of Euro Pacific Asset Management (Europac) and

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00:54:49

Stop Guessing Tops: The MACD-V Rules Traders Miss

Natural Resource Stocks ·

2025/10/19

oday Steve Yang sits down with Alex Spiroglou — global macro trader, Founder and CEO of SMART Trader Systems, and creator of the award-winning MACD-V momentum indicator — to unpack how to navigate a late-cycle market with a rules-based edge. Alex explains his Multiple Timeframe / Multiple Factor approach (monthly = macro regime, weekly = sentiment and CoT, daily = technical entries), why gold is the “benchwarmer” inside the precious-metals complex right

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00:20:35

CTGO: From 60k oz To 200k? Here’s The Plan

Natural Resource Stocks ·

2025/10/19

CTGO — Contango Ore (NYSE: CTGO)Recorded on October 14, 2025. #Millettian Contango Ore is ramping up fast in Alaska. In this interview, Andy Millette speaks with management about the company’s breakout year — producing well over 60,000 ounces at costs roughly $100/oz below guidance. With a fresh $50 million financing complete, Contango is fully funded to begin year-round underground drilling at Lucky Shot in early November, accelerate work at Johnson

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01:05:11

How Trump’s Visit to the King Rewired Geopolitics

Natural Resource Stocks ·

2025/10/19

Tom Luongo (Gold, Goats ‘n Guns) returns to break down why global events feel like they’ve hit fast-forward—and why precious metals are suddenly sending historic signals. We dig into his “one war, three theaters” model (middle management, upper management, and the “high table”), the shock in silver’s term structure, and how U.S. power moves are reshaping the Middle East, City of London influence, and even real estate. What we cover: “Acceleration” moment:

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00:57:14

“Old-Fashioned” Gold, New World: Adrian Day Explains

Natural Resource Stocks ·

2025/10/19

Legendary value investor Adrian Day—Founder & CEO, Adrian Day Asset Management—joins Steve to unpack the big macro shifts: the slow erosion of the U.S. dollar’s reserve-currency dominance, why central banks have diversified reserves over the past two decades, and how that backdrop supports gold, copper, and uranium over the long run. We dig into investor psychology, “doing nothing” as an edge, and why resource equities remain under-owned despite

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00:53:26

Europe’s Breaking Point: Banks vs. People w/ Alex...

Natural Resource Stocks ·

2025/10/12

Market analyst and geopolitical researcher Alex Krainer joins Andy Millette to break down Europe’s crisis, why Germany’s industrial engine is failing, how “people vs. the banks” defines this era, and why BRICS may be readying a fairer, non-fraud monetary alternative. We also cover Venezuela’s oil politics, and a potential pivot away from war with Iran that—if it holds—could be genuinely historic. About the guest:Alex Krainer is a trader, author, and

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00:53:26

Europe’s Breaking Point: Banks vs. People w/ Alex...

Natural Resource Stocks ·

2025/10/12

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00:21:11

Recent Drill Results And The 2026 Buildout Plan

Natural Resource Stocks ·

2025/10/12

Today Andy Millette speaks with Hugh Agro, President & CEO of Revival Gold—a U.S.-focused gold developer advancing the Mercur Gold Project (Utah) and the Beartrack-Arnett Project (Idaho). We cover the macro tailwind for gold, aggressive drill programs (four rigs running), early metallurgical indicators, and the catalyst path to a 2026 construction decision at Mercur. What we discuss Company at a glance Guest & Company Links Revival Gold – Revival

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00:23:55

Chile’s Copper Engine: Tribeca’s Giant Hunt

Natural Resource Stocks ·

2025/10/12

Dr. Paul Gow, CEO and Director of Tribeca Resources, joins Natural Resource Stocks to discuss how this Chile-focused explorer is positioning for a major copper discovery. Tribeca’s portfolio of IOCG and porphyry targets sits within one of the most productive copper belts on earth — a region that delivers 23% of the world’s copper supply. The company’s exploration strategy blends deep geological expertise with disciplined capital efficiency. With standout

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00:18:54

Silver, Gold, Copper: Where Silvercorp Finds Value

Natural Resource Stocks ·

2025/10/12

Silvercorp is a profitable silver producer operating for nearly two decades in China’s Ying Mining District, with additional production from GC and diversification initiatives in Ecuador. President Lon Shaver explains how a long-tenured local team, integrated domestic supply chain, and disciplined capital allocation underpin margins and growth. We also cover the El Domo open-pit copper project and the Condor gold project in Ecuador, plus incubation

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00:30:42

Gold $4,000: Why This Isn’t The Top

Natural Resource Stocks ·

2025/10/12

Natural Resource Stocks sits down with Garrett Goggin, CFA, CMT, Founder & Chief Analyst at Golden Portfolio, to break down why gold’s surge still has legs, how stablecoins are quietly funneling demand into gold, what GLD/SLV share counts say about sentiment, and how to value miners vs. royalty companies in a devaluing-dollar world. We cover central-bank buying, the “crypto → gold” bridge, and specific markers he watches (free cash flow vs enterprise

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00:20:44

San Marcial Spin-Out: Hidden Value at Sonoro?

Natural Resource Stocks ·

2025/10/12

Tickers: TSX-V: SGO | OTCQB: SMOFF | Frankfurt: 23SP.Sonoro Gold Corp Recorded on October 7, 2025. Chairman John M. Darch and CEO Kenneth MacLeod join Andy Millette to unpack Sonoro Gold’s latest strategy: spinning out the San Marcial gold-silver project into a separate listed company so current Sonoro shareholders would receive shares pro rata—creating parallel exposure alongside the flagship Cerro Caliche heap-leach gold project.Sonoro Gold Corp+1 What

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00:58:16

Europe’s Breaking Point: Bob Moriarty on Debt, War &...

Natural Resource Stocks ·

2025/10/12

Former Marine F-4B fighter pilot and 321gold founder Bob Moriarty joins Andy to break down Europe’s political and fiscal unraveling, the risk of rapid war escalation, and why gold may be sniffing out something much bigger. We cover France’s leadership churn and budget hole, Germany/UK stagflationary pressures, and the thesis that Western debt systems are colliding with the resource-based East/South — with sanctions acting as “financial suicide” that

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00:49:58

Gold Rising, Dollar Rising? Laurent Lequeu Explains

Natural Resource Stocks ·

2025/10/12

Today, Steve Yang speaks with Laurent Lequeu (“The Macro Butler”) about how USD weaponization accelerated de-dollarization, why gold and the US dollar can rise together, the stagflation setup if oil spikes, and where capital may rotate next: energy producers, base metals, and agriculture. He also lays out a provocative view of a Russia-China-India growth axis and why Hong Kong could emerge as the next global finance hub. #Millettian

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00:42:58

The Gold Bull Isn’t Over: Valuation, Flows, and What...

Natural Resource Stocks ·

2025/10/12

Veteran money manager Adrian Day, Chairman & CEO of Adrian Day Asset Management, joins host Andy Millette to unpack why he believes the gold-equities bull market is still in its early innings — and why most investors haven’t even noticed yet. Day explains how public participation remains almost nonexistent: your dentist, your Uber driver, and your neighbor aren’t buying gold stocks. To him, that’s the ultimate contrarian tell. Despite strong metal

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00:32:34

Israel–Iran Next Moves: Trita Parsi on What’s Coming

Natural Resource Stocks ·

2025/10/12

In this exclusive conversation, Andy Millette sits down with Dr. Trita Parsi, Executive Vice President at the Quincy Institute for Responsible Statecraft, to break down the fast-evolving Israel–Iran conflict and the U.S. response shaping it behind the scenes. Parsi explains how Israel’s latest operation pursued three major objectives — decapitation of Iran’s leadership, crippling missile capacity, and drawing the United States deeper into confrontation —

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00:50:24

Rare Earths Go Strategic — Where Ecora Fits

Natural Resource Stocks ·

2025/10/12

Tickers: LSE: ECOR | TSX: ECOR | OTC: ECRAFRecorded: October 6 2025 In this in-depth interview, Marc Bishop Lafleche, CEO of Ecora Resources, joins Andy Millett of NaturalResourceStocks.net to discuss how Ecora evolved from a coal-based royalty business into a critical-minerals royalty leader leveraged to copper, cobalt, and rare earth elements — metals vital to electrification and energy security. #Millettian Ecora’s model provides investors with

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