Natural Resource Stocks

Natural Resource Stocks

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Natural Resource Stocks episodes

  • Hugh Agro on Revival Gold's 2.8 g over 74m at Mercur
    Recorded on April 7 2026 Revival Gold President and CEO Hugh Agro joins Andy Millette to break down major new drill results from the Mercur Gold Project in Utah and explain why the story may be getting much bigger. Hugh walks through standout intercepts including 2.8 grams per ton gold over 74 meters, what those widths and grades could mean for open pit heap leach potential, and why deeper feeder-style zones are starting to matter for longer-term upside. The conversation also zeroes in on the shallow average intercept depth, strong oxidation profile, and the strategic advantage of being roughly 40…
    12 min
  • Adrian Day Says This Is Not The Top For Gold
    Recorded on April 7 2026 Andy Millette sits down with Adrian Day for a sharp macro conversation on gold, silver, juniors, oil, central bank behavior, and why this correction may be creating some of the best value the sector has seen in a while. Adrian explains why he was taking profits into the earlier run, why he has recently been buying again with a much narrower focus, and why he believes many juniors and mid-tiers now offer stronger upside than the names that already ran hardest. He also breaks down why he is fully convinced this is not the final…
    31 min
  • Gianni Kovacevic Says 10000 Gold Is Not Crazy and Silver Could Follow
    Recorded on April 7 2026 Steve Yang sits down with Gianni Kovacevic for a wide-ranging macro conversation on the Strait of Hormuz, electrification, copper, lithium, phosphate, gold, silver, and the forces reshaping global energy and commodity markets. Gianni explains why geopolitical stress around Iran can accelerate the move away from fossil fuel dependence, why China already changed the timeline on electrified transport, and why copper, lithium, phosphate, and battery infrastructure could matter even more from here. The interview also dives into how he thinks about speculation versus investing, what he looks for in drill stories, why feasibility studies can change…
    52 min
  • Michael Gentile Why This Gold Pullback Was a Five Star Buy
    Recorded on April 7 2026 Michael Gentile joins Andy Millette for a sharp macro and mining equities discussion focused on why he believes the recent pullback in gold and silver stocks has created fresh opportunity rather than breaking the bigger bullish thesis. He explains how war, deficits, oil shocks, inflation pressure, bond market stress, and likely future money printing continue to support his long-term view on precious metals, while also laying out why copper still matters over a longer horizon. The interview then shifts into company-specific names, where Michael gives direct commentary on Astra Exploration, Big Ridge Gold, Radisson, and…
    29 min
  • Why shallow high-grade ounces could reshape the Dryden Gold story
    Recorded on April 2 2026 Dryden Gold trades as TSXV DRY, OTCQX DRYGF, FSE X7W. In this interview, Andy Millette sits down with Maura Kolb of Dryden Gold to break down the company’s latest Gold Rock drill results and why the newest intercepts matter beyond a headline number. Maura explains how 32.87g per tonne over 4.25m, including 252g per tonne over half a meter, supports the structural thesis at Gold Rock and strengthens the case for more high-grade hits at key intersections. The conversation also digs into why grade matters for margins, why shallow mineralization matters so much in an…
    19 min
  • Marc Faber Says Oil May Be Entering a Higher New Normal
    Recorded on April 2 2026 Steve Yang sits down with Dr. Marc Faber for a sharp macro conversation on where the biggest cracks are forming in the global system right now. Faber argues that liquidity has already tightened as asset prices weaken, real estate loses momentum, and borrowers with variable-rate exposure feel the squeeze. He explains why he believes the United States is heading toward more debt monetization, why that points toward inflation even if many assets fall together, and why he still sees relative defense in bonds compared with weaker equity segments. The interview also digs into the difference…
    31 min
  • Brian Miller Says Astra Has Fully Funded Catalysts And Re-rate Potential
    Recorded on April 1 2026 TSX.V: ASTR | OTCQB: ATEPF | FSE: S3I In this interview, Steve Yang sits down with Brian Miller, CEO and Director of Astra Exploration, to break down why La Manchuria in Santa Cruz, Argentina is becoming one of the more interesting high-grade gold and silver discovery stories in the junior space. Brian explains why the team believes the project could grow into a multi-million ounce system, how Astra has already expanded the footprint with modest drilling, and why the broader district setting matters when thinking about scale. The conversation digs into shallow high-grade drill results,…
    29 min
  • Why La Tortilla could become the next silver feed source for Starcore
    Recorded on April 1 2026 In this interview, Robert Eadie breaks down how Starcore is trying to grow from a producing gold and silver company into a broader multi stream story anchored by San Martin in Mexico. He explains why management sees the recent precious metals pullback as noise rather than a broken thesis and why he believes the market still is not fully crediting the operating platform already in place. Eadie also lays out the company’s three revenue stream plan made up of oxide ore at San Martin, the new carbonaceous ore circuit, and the La Tortilla silver project…
    29 min
  • Jesse Day: The Global Monetary System Is Showing Real Cracks
    Recorded on April 1 2026 Steve Yang sits down with Jesse Day of Commodity Culture for a wide-ranging conversation on the global monetary system, sound money, self-custody, geopolitical resource pressure, and where investors may need to pay closer attention now. Jesse explains why he thinks the current fiat system can keep stretching longer than many expect even as debt, deficits, reserve-currency pressure, and political overreach keep exposing deeper fractures. He lays out why physical gold and silver remain foundational, where bitcoin can fit as a portability tool, and why the real issue is taking at least part of your wealth…
    45 min
  • Francis Hunt: Why Gold and Silver Could Get Hit One More Time
    Recorded on April 1, 2026 Francis Hunt of The Market Sniper joins Andy Millette for a sharp macro and technical breakdown of what may come next across gold, silver, mining stocks, oil, Bitcoin, bonds, and the broader market. Francis argues that the current environment is still being shaped by stagflation pressure, dollar strength, oil driven stress, and rapidly shifting sentiment that can trap traders into buying tops and selling bottoms. He explains why he believes precious metals may still face one more selloff before a higher conviction long term entry appears, why silver may now be structurally stronger than gold,…
    49 min

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