PODCAST

Natural Resource Stocks

Natural Resource Stocks with Andy Millette

business investing

All Episodes

00:19:34

Northern Lights CEO Went All In On Horetzky Copper

Natural Resource Stocks ·

2026/04/26

Recorded on April 22, 2026 CSE: NLR | OTCQB: NLRCF In this Natural Resource Stocks interview, Steve Yang speaks with Luka Capin and Bernie Kreft of Northern Lights Resources about why Horetzky in British Columbia has become the center of the company’s copper story and why management keeps drawing attention to its similarities with major Babine belt analogues. Luka explains why he went all in on Northern Lights, why he sees Horetzky as a repeatable

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00:21:23

Jim Rogers Says the U.S. Dollar Wins Because the...

Natural Resource Stocks ·

2026/04/26

Recorded on April 21 2026 Jim Rogers returns to Natural Resource Stocks for a sharp macro discussion on why he has sold all of his U.S. stocks, why he is still holding U.S. dollar cash, and why broad confidence across markets makes him more cautious, not less. In this interview, Rogers explains how crowd psychology, central bank money creation, and an unusually long stretch of market strength can create the kind of setup that leaves investors asking

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00:39:47

Maple Gold Targets a Major Re-Rating With Resource...

Natural Resource Stocks ·

2026/04/26

Recorded on April 21, 2026 TSXV: MGM | OTC: MGMLF In this interview, Andy Millette sits down with Kiran Patankar, President, Chief Executive Officer and Director of Maple Gold Mines, to break down the company’s expanding 2026 exploration story across the Douay and Joutel gold projects in Québec’s Abitibi belt. Maple Gold says the current winter campaign is the largest drill program in company history, with a 30000m program already well advanced and a

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00:43:53

Alex Krainer Says Europe Could Break Under Energy...

Natural Resource Stocks ·

2026/04/26

Recorded on April 21 2026 In this Natural Resource Stocks interview, Andy Millette sits down with Alex Krainer for a wide ranging discussion on the Iran war, the Strait of Hormuz, the Persian Gulf blockade, China trade pressure, Europe’s energy vulnerability, and the financial incentives behind permanent conflict. Krainer explains why he believes the military logic around Iran never made sense, why the blockade worsened the situation, and why the Strait

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00:24:35

First Phosphate Says This Quebec Asset Could...

Natural Resource Stocks ·

2026/04/19

Recorded on April 17, 2026 CSE: PHOS | FSE: KD0 | OTCQX: FRSPF | OTCQX ADR: FPHOY Steve Yang sits down with John Passalacqua, CEO and Director of First Phosphate Corp, to break down why management believes phosphate is one of the most overlooked materials in the LFP battery supply chain. The conversation covers the scale of the Bégin-Lamarche project in Saguenay Lac Saint Jean, how management frames the asset in battery terms, and why First Phosphate sees

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00:22:23

Oil Is Power and Why It Still Controls the World...

Natural Resource Stocks ·

2026/04/19

Another Look with Tiffany Georgopoulos explores why oil is not just an energy source but one of the most important strategic forces shaping geopolitics, inflation, trade, currency power, and long term market opportunity. Tiffany breaks down how oil pricing actually works, why Brent matters globally, how the petrodollar system reinforced US financial dominance, and why alternative settlement systems now matter more than most investors realize. This episode

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00:34:36

Justin Huhn Says Uranium May Still Be Earlier Than...

Natural Resource Stocks ·

2026/04/19

Recorded on April 16, 2026 Justin Huhn of Uranium Insider joins Steve Yang to break down why uranium surged into the high 90s and 100 area earlier this year, why it cooled back into the mid 80s, and why he believes the real signal now is not short term spot volatility but a tightening long term contracting market. Justin explains the difference between spot and term uranium, why utility demand matters more than headline price swings, and how AI, data

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00:14:04

Borealis Mining Is Already Producing Gold While...

Natural Resource Stocks ·

2026/04/19

Recorded on April 16 2026 TSX Venture: BOGOOTCQB: BORMFFrankfurt: L4B0 Borealis Mining is no longer just talking about production. In this interview, Kelly Malcolm explains how the company is already fully mining at the Borealis Mine in Nevada while simultaneously pushing Sandman into a much more advanced development phase. He breaks down why the latest Sandman economics changed the pace of the story, what detailed engineering and permitting work now

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00:26:27

Fusion Fuel Says It Is Building A Four-Part Energy...

Natural Resource Stocks ·

2026/04/19

Recorded on April 16 2026 Fusion Fuel Green PLC trades on Nasdaq under HTOO. In this interview, John-Paul Backwell and Frederico Figueira de Chaves break down how Fusion Fuel is trying to build a diversified energy platform with current cash flow from its UAE gas business and longer-dated upside from natural gas and uranium royalties. Andy presses them on what is actually producing today, where the revenue comes from right now, and why management believes

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00:37:34

Laurent Lequeu Says Markets Are Pricing Peace Too Early

Natural Resource Stocks ·

2026/04/19

Recorded on April 14 2026 Steve Yang sits down with Laurent Lequeu of The Macro Butler for a hard-hitting macro conversation on why markets may be dangerously underpricing a much longer Middle East conflict and a far bigger commodity shock ahead. Laurent argues that even if headlines sound calmer, damaged energy infrastructure, displaced shipping routes, and missing industrial inputs could keep oil and supply chains far tighter than most traders expect

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00:41:26

Larry C Johnson Says the US Cannot Hold the Strait of...

Natural Resource Stocks ·

2026/04/19

Recorded on April 13 2026 Steve Yang sits down with Larry C Johnson of Sonar21 for a hard-edged discussion on the Strait of Hormuz, US and Iran escalation, China’s leverage, media narratives, and why global alliances may be shifting faster than many investors realize. Larry argues that a shipping blockade near Iran is far more difficult than it appears, that enforcement risks drawing in other nations, and that the economic fallout could hit far beyond the

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00:19:18

Liberty Gold Locked a 2028 Permit Target and the...

Natural Resource Stocks ·

2026/04/19

Recorded on April 13 2026TSX: LGDOTCQX: LGDTF Jon Gilligan, President, CEO and Director of Liberty Gold, joins Andy Millette to explain why Black Pine is moving into a more clearly defined development phase and why the market is starting to respond. Gilligan walks through the FAST 41 permitting schedule, the January 5 2028 federal target date, and why the alignment between state and federal permitting matters so much for de risking the project. He also

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00:19:33

Why Magma Silver Calls Niñobamba a Rare Primary...

Natural Resource Stocks ·

2026/04/19

Recorded on April 13 2026 TSXV MGMAOTCQB MAGMFFSE BC21 Magma Silver Chairman and CEO J. Stephen Barley joins Andy Millette to break down why Niñobamba in Peru stands out as a developing silver and gold story with real near-term catalysts. In this interview, Barley explains why management believes the project is unusual for its shallow profile, low-cost open pit heap leach potential, and silver-first exposure instead of a byproduct-heavy model. He also

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00:27:03

Cassiar Gold Could Cut the Timeline and the Market...

Natural Resource Stocks ·

2026/04/12

Recorded on April 9 2026 Cassiar Gold Corp trades on TSX Venture as GLDC and OTCQX as CGLCF Marco Roque, President, CEO and Director of Cassiar Gold, joins Andy Millette to explain why this British Columbia gold story may be further along than the market is giving it credit for. The interview breaks down how Cassiar’s two existing mine permits, permitted mill, road access, power, underground development, and multiple development paths could materially

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00:27:03

Cassiar Gold Could Cut the Timeline and the Market...

Natural Resource Stocks ·

2026/04/12

en-US

00:21:18

Matt Manson on Radisson's 4 Million Ounce Vision at...

Natural Resource Stocks ·

2026/04/12

Recorded on April 9 2026TSXV: RDS OTCQX: RMRDF Matt Manson joins Andy Millette to explain why Radisson Mining believes the OBrien Gold Project is becoming one of the more compelling high grade gold stories in Quebec’s Abitibi. In this interview, Matt breaks down the current 2.3 million ounce combined indicated and inferred base, why management believes the system could grow toward about 4 million ounces, and how the company’s fully funded 140000 metre

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00:11:45

Kingsmen Just Added Claudia 2 and the Market May Be...

Natural Resource Stocks ·

2026/04/12

Recorded on April 9 2026TSX Venture KNG | OTCQB KNGRF | Frankfurt TUY Andy Millette speaks with Scott Emerson of Kingsmen Resources about why the Claudia 2 claim acquisition matters now and how it strengthens the broader Las Coloradas silver gold story in Chihuahua, Mexico. Scott explains how prior drilling outlined a one mile by two mile mineralized rectangle and why the never-drilled Saddle target, located roughly three miles away, could represent

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00:48:18

Steve Keen Warns a Helium Shock Could Hit Chips and...

Natural Resource Stocks ·

2026/04/09

Recorded on April 8 2026 Steve Yang sits down with economist and author Steve Keen for a wide ranging conversation on why headline market calm may be hiding a much deeper real economy shock. Keen argues that the real threat is not just oil, but the hidden dependence of global industry on fertilizer, helium, sulfuric acid, and other essential inputs that can choke food production, chip output, and industrial capacity. He explains why physical bottlenecks

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00:19:12

Sonoro Gold Just Funded A 50,000 Meter Drill Push At...

Natural Resource Stocks ·

2026/04/09

Recorded on April 7 2026 In this interview, Andy Millette sits down with Sonoro Gold to break down why management believes Cerro Caliche is entering a pivotal phase for both valuation and project growth. Kenneth MacLeod explains how the current economics were built, why management sees a wide disconnect between market value and project value, and how a 50,000 meter drill campaign could expand the known resource well beyond the current footprint. John

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00:32:23

Canterra Says Buchans Produced 20 Billion in Metal...

Natural Resource Stocks ·

2026/04/09

Recorded on April 7 2026 Canterra Minerals trades on TSX Venture as CTM and OTCQB as CTMCF. In this interview, Steve Yang sits down with Andrew Farncomb, Chairman and Director of Canterra Minerals, to break down the Buchans critical minerals story in Newfoundland and why the company believes it has multiple shots on goal across brownfield copper upside and district-scale gold potential. Farncomb explains why the past-producing Buchans mine still matters

en-US

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Natural Resource Stocks

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