Episodios

  • Oil Shock Alert: Iran Risk Explained

    Oil Shock Alert: Iran Risk Explained
    Jan 11 2026
    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…
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    46 m
  • 200M Ounces? The Silver Thesis Behind Kingsmen’s Next Drill Holes

    200M Ounces? The Silver Thesis Behind Kingsmen’s Next Drill Holes
    Jan 11 2026
    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…
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    18 m
  • Drill Permit Secured: The Setup Most Juniors Don’t Have

    Drill Permit Secured: The Setup Most Juniors Don’t Have
    Jan 11 2026
    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,…
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    21 m
  • The Great Reset Narrative Just Flipped Tom Luongo Explains Why

    The Great Reset Narrative Just Flipped Tom Luongo Explains Why
    Jan 11 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…
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    1 h y 40 m
  • WRLG Madsen Restart and the Road to Commercial Production

    WRLG Madsen Restart and the Road to Commercial Production
    Dec 21 2025
    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 m
  • Oil Is Hated Now: Josef Schachter Explains What Changes in 2026

    Oil Is Hated Now: Josef Schachter Explains What Changes in 2026
    Dec 21 2025
    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 h
  • Private Credit Is the Next Shock and Investors Are Not Ready

    Private Credit Is the Next Shock and Investors Are Not Ready
    Dec 21 2025
    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 m
  • Central Banks, Rate Cuts, And The Next Metals Move

    Central Banks, Rate Cuts, And The Next Metals Move
    Dec 21 2025
    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 m
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