Natural Resource Stocks

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. He breaks down why fertilizer, helium, sulfuric acid, semiconductors, and mining inputs matter far more than most investors realize, and why those second-order effects could drive food inflation, metals…

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 Middle East. The conversation also digs into ceasefire logic, Israel and US power dynamics, NATO strain, Canada’s procurement shift, and the broader credibility problem…

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 explains why the notice of intent was a key milestone, why the market began to re rate the story, and how Liberty Gold is shifting…

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 lays out the permitting status, why the company expects drilling to begin in mid-May, and how Magma plans to move the story toward a future resource. The conversation…

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 separate it from many earlier-stage peers. Marco walks through the larger Cassiar North bulk tonnage opportunity, the high-grade Cassiar South restart path, and why management is pushing…

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 drill program is designed to keep pushing that upside. He also explains why OBrien’s underground profile is workable, how nearby mills and infrastructure may materially improve development…

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 standalone upside if drilling confirms the thesis. He also walks through the geological setup, why the team believes the district is becoming more complete, and how near-term drilling…

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 can do damage long after headlines fade, and why markets may be dramatically underestimating how hard lost supply is to replace once real world capacity…

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 Darch discusses the fully committed 11 million private placement, why insiders participated, and why Sonoro chose to push hard on drilling while continuing to advance the project…

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 today, how historical production reframes the opportunity in modern dollar terms, and why Canterra believes its current resource base can be expanded through aggressive drilling and smarter targeting. He…