Natural Resource Stocks

In this Natural Resource Stocks interview, host Andy Millette sits down with author and macro analyst Alex Krainer to dissect the geopolitical tipping points reshaping the world economy. Krainer argues that Western elites have lost control of the narrative and that a U.S.–Russia rapprochement is quietly emerging to reshape the global security architecture. He explains how Europe’s current leadership has become a “parasitic cabal” driving the continent toward self-destruction — and why the 28-point peace plan offers a real path to stability. From de-dollarization and energy realignment to the collapse of European financial markets and the role of propaganda in…

In this episode of Natural Resource Stocks, Andy sits down with Professor David B. “Dave” Collum, the Betty R. Miller Professor of Organic Chemistry at Cornell University. Collum has spent decades working on organolithium and organosodium chemistry, publishing extensively on how aggregation and solvation control reactivity in complex organic systems. Away from the lab, he’s built a reputation as a hardcore contrarian macro and markets commentator, known for long-form annual reviews and unfiltered views on geopolitics, debt, and the direction of Western institutions. In this conversation, Collum explains why he thinks today’s equity markets may be the most dangerously overvalued…

In this episode, geopolitical strategist and macro investor David Murrin joins host Steve Yang to break down the world through the lens of long term war and empire cycles. Murrin explains why he believes the West is in the late stages of its current cycle, why entropy is rising across political, financial, and social systems, and how that translates into real world risk for investors and citizens. Drawing on four decades of professional investing, Murrin challenges the idea of true black swans. He argues that so called surprises are usually the result of bad models and missed signals. Using his…

Sendero Resources Corp is an exploration company targeting a large scale copper gold system at its flagship Penas Negras project in the Vicuna District of La Rioja Argentina, a neighborhood already home to deposits such as Filo del Sol and Josemaria. In this episode Natural Resource Stocks host Steve Yang speaks with strategic investor Jeremy Gillis about why he believes this district scale project still offers significant upside as Sendero moves into its next drilling phase. Gillis explains the recent approximately four million dollar brokered financing priced at ninety five cents per share with no warrants and what that structure…

In this Natural Resource Stocks interview, host Andy Millette speaks with Rick Van Nieuwenhuyse of Contango ORE about a record third quarter, how the Manh Choh mine is running ahead of plan, and why costs came in below guidance while gold trades near 4000. They walk through the direct ship ore strategy with Kinross and the Fort Knox mill, the path to paying off the hedge book, and how Contango is positioning for an unhedged profile over the next cycle. Rick explains how the company agreed with its banks to deliver roughly seventy percent of near-term production into hedges at…

Natural Resource Stocks host Steve Yang sits down with Simon Hunt, founder of Simon Hunt Strategic Services, for a sweeping analysis of how geopolitics, war, and monetary realignment are reshaping global markets. Hunt — widely respected for his deep connections in China and decades of experience advising institutional investors on copper, industrial metals, and macroeconomic trends — shares a blunt assessment of where the world economy is heading and how investors should interpret the next stage of de-dollarization. Hunt begins by addressing the Middle East flashpoint, warning that the apparent pauses in the Gaza conflict could simply serve as staging…

Starcore International Mines Ltd is a Canadian gold and silver producer focused on its long running San Martin underground mine in Queretaro Mexico with new growth coming from the Tortilla Project a historical silver mine being restarted under a 10 year lease. In this Natural Resource Stocks interview CEO and President Robert Eadie joins host Steve Yang to explain how a 12 year mine life has become a multi decade production story and why he believes Starcore remains under the radar for many investors. #Millettian Robert walks through how San Martin’s dry stacked tailings and recently upgraded processing circuit support…

First Tellurium President and CEO Tyrone Docherty joins Natural Resource Stocks host Steve Yang to discuss how the company is bridging high-grade gold and silver mining with advanced thermoelectric energy innovation. From the Deer Horn Project in British Columbia to the Klondike Project in Colorado, First Tellurium is one of the only companies in the world focused on discovering and developing tellurium — a critical metal used in solar panels, semiconductors, and thermoelectric devices. Docherty outlines the discovery of a copper porphyry system beneath the Deer Horn high-grade zone, explains how lithium–tellurium battery news triggered a massive stock reaction, and…

Natural Resource Stocks host Andy Millette sits down with Tom Luongo, publisher of Gold Goats n Guns and long time macro and geopolitics analyst, for a blunt conversation about power, money and the next phase of the global financial conflict. Luongo argues that the Federal Reserve is no longer simply managing inflation. Instead, it is using dollar liquidity and interest rates as tools in a deeper struggle with Europe, the European Central Bank and the political class behind the euro project. Tom walks through why he believes the United States is trying to turn the dollar back into the central…

Natural Resource Stocks hosts Andy Millette and Steve Yang sit down with housing strategist and M3 Melody Substack author Melody Wright to map out a slow motion housing crisis that she argues is already underway. Drawing on inside experience from the 2008 mortgage meltdown and current loan level data, she explains why foreclosures are now climbing off historic COVID lows and why the next wave will hit so-called “prime” borrowers hardest.In this controversial conversation, Melody breaks down the quiet tricks that kept the last few years looking healthy on paper: unrecorded forbearance liens, payment deferrals stuffed at the back of…