Natural Resource Stocks

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 Steve Yang sits down with Peter Krauth (Silver Stock Investor / author of The Great Silver Bull) to break down why silver’s supply/demand picture continues to tighten—and why industrial demand is increasingly the dominant driver. Peter explains how industrial consumption has evolved, what that implies for deficits, and why the next sustained move in silver could look very different than prior cycles. #Millettian We also cover the growing bridge…

TSX Venture Exchange: SGO | OTCQB: SMOFF | Frankfurt: 23SP Recorded on December 17, 2025. In this Natural Resource Stocks company interview, host Andy Millette speaks with John M. Darch, Chairman of the Board of Sonoro Gold Corp, and Kenneth MacLeod, President and Chief Executive Officer. They discuss Sonoro’s near term milestones at the Cerro Caliche gold project in Sonora State, Mexico, including the company’s financing strategy, permitting progress, and the timeline for updated project economics as the team advances toward construction and potential production. Key topics covered Company linksWebsite: https://sonorogold.comPresentation hub: https://sonorogold.com/presentationX: https://x.com/sonorogoldcorpLinkedIn: https://www.linkedin.com/company/sonoro-gold-corp/YouTube: https://www.youtube.com/@sonorogoldcorp Host linksHost Andy Millette…

TSX.V: KNG | OTCQB: KNGRF | FSE: TUYRecorded on December 17, 2025. In this Natural Resource Stocks company interview, host Andy Millette sits down with Scott G. Emerson, President, CEO & Director of Kingsmen Resources, for a deep dive into the company’s Mexico-focused exploration strategy and the upside case for building a buyer-grade, district-scale precious-metals story in Chihuahua. Kingsmen is advancing two brownfield projects in the Parral area: the Las Coloradas silver-gold project and the Almoloya gold-silver project. Scott explains why the company deliberately targets areas with historic production, existing workings, and fragmented claim ownership — then consolidates land into…

Recorded on December 16, 2025. In this Natural Resource Stocks interview, host Steve Yang sits down with Christopher Aaron, founder of iGold Advisor, to break down what the gold and silver charts are signaling right now through a pure price-cycle lens. This #Millettian conversation stays focused on what markets are actually doing, not what headlines say they should do. Christopher explains why he prioritizes price action over narratives, how multi-decade consolidations resolve, and why the precious metals complex can move in waves that most investors miss until the final phase. We also cover the gold and silver cycle context, the…

Recorded on December 15, 2025. In this Natural Resource Stocks interview, host Steve Yang sits down with Bob Coleman, founder of Idaho Armored Vaults and Profits Plus Capital Management, to break down the biggest hidden risks in the retail precious metals world. Bob explains why the industry can be a minefield of wide spreads, aggressive marketing, and contracts that quietly shift liability onto the customer. He walks through how pricing really works at the dealer level, why storage labels like allocated can be misleading, and which questions to ask before you wire money. If you are part of the #Millettian…

Recorded on December 16, 2025. In this Natural Resource Stocks interview, host Steve Yang sits down with Michael Howell, founder of CrossBorder Capital, to break down why global liquidity and collateral mechanics can move markets faster than most investors expect. The opinions expressed are solely those of the guest and do not necessarily reflect those of Natural Resource Stocks. Michael explains why the liquidity cycle appears late-stage, what that implies for risk assets, and why commodities often become critical near major turning points. We dig into the modern credit plumbing (including how collateral underpins lending), the refinancing pressures embedded in…

Recorded on December 16, 2025. Cosa Resources Corp.TSX-V: COSA | OTCQB: COSAF | FSE: SSKU In this Natural Resource Stocks company interview, host Andy Millette speaks with Cosa Resources President & CEO Keith Bodnarchuk about Cosa’s uranium exploration strategy in Saskatchewan’s Athabasca Basin. We cover why Cosa’s Denison-backed joint ventures are designed to move fast from target generation to drilling, and how the company is prioritizing near-term catalysts at Darby and Murphy Lake North. Keith also explains why Darby’s location near major uranium mines matters, how Cosa thinks about discovery probability in “elephant country,” and what the team wants to…

CSE: PRNC | OTCQB: PRNCF | Frankfurt: T130 Recorded on December 16, 2025. In this Natural Resource Stocks company interview, host Steve Yang speaks with Derek Iwanaka, Chief Executive Officer of Prince Silver Corp, for an on-the-ground update on the Prince Silver Project in Nevada. Derek explains why the team believes it can move efficiently toward a maiden resource estimate, building on historic work and current drilling. They walk through the project’s past-producing profile, what the company is targeting today, and how metallurgical testing is being used to understand recoveries across silver and potential byproducts. If you track junior silver…

In this Natural Resource Stocks interview, Steve Yang sits down with Henrik Zeberg, Head Macro Economist at Swissblock, to map the sequence he believes markets are heading into next: late-cycle strength, mounting consumer stress, and a recession window that becomes obvious to the broader public as 2026 unfolds. Henrik breaks down why headline narratives can stay optimistic even as underlying data deteriorates, and why liquidity and the US dollar can become the dominant force during a deflationary shock. He also explains why risk assets can still push higher in the near term, while warning that the setup can change fast…

Rick Rule of Rule Investment Media joins host Andy Millette to break down how capital scarcity, political risk, and long-cycle supply constraints are reshaping the opportunity set in natural resources. Rick explains what makes a merger truly value-creating, why jurisdiction and permitting remain decisive risk factors, and what he believes investors should be watching into 2026—especially across gold, copper, nickel, and oil and gas. #Millettian In this conversation we cover: The logic behind “intelligent” M&A and when scale actually improves outcomes Why certain jurisdictions can quietly destroy returns through delays and uncertainty Copper’s structural deficit and why future shortfalls could…