Natural Resource Stocks

In this #Millettian Natural Resource Stocks conversation, host Steve Yang sits down with Axel Merk, President and Chief Investment Officer at Merk Investments, to dissect why gold is trading above four thousand two hundred and why that price is only the surface of a much bigger story.Merk Investments Axel explains how different tribes of gold holders from inflation worriers to diversification seekers speculators and central banks have all stepped back into the market and why weaponization of the dollar confiscation of reserves and sanctions have quietly broken the old link between gold and traditional real yield models. He walks through…

In this Natural Resource Stocks company spotlight, host Andy Millette sits down with Luca Mining Corp chief executive officer Dan Barnholden to break down how a Canadian polymetallic producer is trying to scale two operating mines in Mexico, clean up its balance sheet, and unlock exploration upside in the next three years. This is a #Millettian deep dive focused on operations, cash flow, and risk, not trading tips or hype. Luca Mining is a Vancouver based producer with two fully owned mines on the Sierra Madre trend in Mexico. The Campo Morado underground operation in Guerrero produces zinc and copper…

Substack newsletter Survive and Thrive in the Coming Crisis: https://rubino.substack.com John Rubino is a former Wall Street analyst, macro thinker, and author who built a following through DollarCollapse dot com and now focuses on his Survive and Thrive in the Coming Crisis Substack. In this Natural Resource Stocks conversation, he joins Andy to talk about what it really means when gold trades above four thousand, silver punches through fifty, and the global fiat system starts to show end-stage symptoms instead of a normal cycle. John lays out why he believes this move in precious metals signals the breakdown of the…

In this Natural Resource Stocks guest interview, host Andy Millette sits down with market technician Patrick Karim of Northstar Badcharts to break down silver’s explosive move, why the charts say it is already stretched, and what that really means for risk and reward. Patrick is known for his evidence first approach that strips out narrative noise, which makes this a must watch for any #Millettian who wants data instead of hopium. Patrick walks through how silver quietly built its base on longer term charts before this surge and why the best entries were back when price was coiling instead of…

Saga Metals Corp. is a Vancouver-based mining exploration company focused on discovering and advancing critical minerals that support the global green-energy transition. The company’s portfolio includes four 100%-owned projects in top-tier Canadian jurisdictions, with exposure to uranium, lithium, titanium–vanadium and high-purity iron ore. In this Natural Resource Stocks company interview, host Steve Yang speaks with CEO Mike Steer about how Saga Metals is positioning itself across its key assets: the Double Mer Uranium Project in Labrador, the Legacy Lithium Project in Quebec’s James Bay district, the Radar Titanium (Ti-V-Fe) Project in Labrador and the North Wind Iron Ore Project. They…

Legendary investor and author Jim Rogers joins Natural Resource Stocks host Steve Yang from Singapore to talk about why he still owns gold and silver and why he believes gigantic debt loads almost always end in crisis. Rogers explains why gold over 4100 and silver over 51 are not the real story and why he thinks most people still have far too little exposure to hard assets. If you are part of the #Millettian community this is a masterclass in how to think clearly when everyone else is chasing the crowd. In this conversation Jim lays out why he calls…

Natural Resource Stocks host Steve Yang sits down with Bob Coleman, founder of Idaho Armored Vaults and Profits Plus Capital Management, to break down what is really happening in gold and silver today. With three decades of experience managing client money and running a fully segregated vault, Bob focuses on one core idea. If your metal lives inside layers of brokers, banks, and derivatives, you do not truly control it. Bob explains why physical demand from Asia — especially India around Diwali — is a bigger driver of gold than most Western investors realize, and how silver has quietly become…

Housing analyst Melody Wright returns to Natural Resource Stocks with host Steve Yang to warn that America’s housing market has lost touch with reality — and that the proposed 50-year FHA mortgage is not a solution but a symptom of systemic failure. Wright calls it “spaghetti at the wall,” arguing that politicians and regulators are avoiding the core issue: homes are no longer priced against income but against speculation. In this conversation, she details how debt-to-income ratios have quietly crept back to 2008 levels, why property tax and insurance inflation are causing mass defaults, and how fraud among investor networks…

In this Natural Resource Stocks interview, host Andy Millette sits down with Jaime Carrasco, Senior Portfolio Manager and Senior Investment Advisor at Harbourfront Wealth Management, to break down why he thinks the fiat system has become a monetary Titanic and why gold and silver are the only real lifeboats left. Jaime explains why gold near four thousand is not the story, why the real signal is that Western wealth still has almost no allocation to precious metals, and why he believes the sector is set up like Warren Buffett in the late nineties when everyone thought he had lost it.…

In this Natural Resource Stocks interview, host Andy Millette speaks with Revival Gold President and CEO Hugh Agro about what four thousand dollar gold means for disciplined developers and why he believes this bull market is driven by real scarcity. As a mining engineer, Hugh breaks down the forces behind gold’s surge, the industry’s limited new supply, and how Revival Gold’s two U.S. projects are positioned to benefit. For serious gold investors and #Millettian viewers, this conversation connects macro drivers with company-level execution. Hugh starts with the big picture. Fiat currencies are losing value faster than ever, and central banks…