Natural Resource Stocks

Natural Resource Stocks host Andy Millette speaks with Rick Rule, Founder of Rule Investment Media and Co-Founder of Battle Bank, in a deep discussion on capital discipline, energy markets, and the global credit cycle. #Millettian Rick explains how he’s rotating from frothy junior miners into physical gold, top-tier royalty companies, and select oil & gas producers — de-risking his portfolio while positioning for long-term upside. He outlines how financing windows have shifted, why credit contraction has begun, and how disciplined investors can prepare for opportunity amid recessionary pressures. From liquidity mismatches in junk bond ETFs to underinvestment in energy exploration,…

Natural Resource Stocks host Andy Millette speaks with Hugh Agro, President and CEO of Revival Gold Inc., on the company’s latest drill results and growth plans across its Mercur Gold Project in Utah and the Beartrack-Arnett Project in Idaho — together representing over 6 million ounces of gold resources in the western United States. Hugh details assay results from 16 new holes at Mercur, where three rigs are drilling a 40 000-foot program. He explains why heap-leach processing is a major advantage over milling and how Mercur’s location on private land simplifies permitting with the State of Utah. The discussion…

Natural Resource Stocks host Andy welcomes Mike McGlone, Senior Commodity Strategist at Bloomberg Intelligence, for a powerful look at the late-stage euphoria driving today’s markets. McGlone explains why the extraordinary divergence between gold up 52 percent and crude oil down 16 percent may be the loudest warning since 2008. From liquidity excess to risk-asset mania, McGlone breaks down how the stock market has become the economy itself — and why that’s dangerous. He highlights Bitcoin’s weakening correlation, the signs of a deflationary setup, and why the next major trade could be in U.S. Treasuries. Key discussion points McGlone blends decades…

Natural Resource Stocks host Steve Yang speaks with Tom Hickey, Managing Director of Kenmare Resources plc, in a detailed look at one of the world’s largest titanium mineral producers. The discussion covers Kenmare’s operations at the Moma Titanium Minerals Mine in Mozambique, a long-life, low-cost project that supplies ilmenite, zircon, and rutile to global industrial markets. Hickey explains how Kenmare maintains financial strength and operational discipline while advancing expansion programs that boost production and shareholder returns. The conversation also touches on community engagement, employment for local Mozambicans, and the company’s continued focus on responsible mining and sustainability. Kenmare Resources plc…

Andy Millette sits down with Marco Roque, President and CEO of Cassiar Gold Corp, for an in-depth discussion on what could be one of the most undervalued gold companies in Canada. This exclusive meet-up, recorded in an Atlanta hotel lobby, captures a candid conversation between two investors focused on value, timing, and opportunity in the new gold bull market. With gold recently soaring past four thousand dollars per ounce, Marco breaks down why this cycle is unlike any other. He explains how central banks, not retail traders, have been driving the demand for physical gold — reshaping the global financial…

American Uranium Limited (ASX: AMU | OTC: AMUIF) is an Australian-based uranium development company advancing the Lo Herma In-Situ Recovery (ISR) Uranium Project located in the heart of Wyoming’s Powder River Basin — one of the most established and productive uranium regions in the United States. The Lo Herma Project currently hosts a JORC-compliant resource of 8.57 million pounds U₃O₈, with active drilling and hydrogeological programs underway to expand and upgrade the resource. Surrounded by operating ISR facilities, road access, and existing power infrastructure, Lo Herma benefits from being positioned within an established uranium production hub. In this interview, Bruce…

Natural Resource Stocks host Steve Yang sits down with one of the most respected names in resource investing Rick Rule. For more than five decades Rick has financed and analyzed hundreds of mining and energy companies through multiple commodity cycles. As the founder of Rule Investment Media and The Rule Classroom he has become a cornerstone voice for disciplined investors who understand that success in the natural resource sector comes from patience education and arithmetic rather than hype. In this conversation Rick shares a lifetime of lessons that cut through the noise of daily market headlines. He explains how investors…

If you’re serious about resource investing, this interview with Lobo Tigre, founder of The Independent Speculator, is a must-watch. Lobo joins host Steve Yang on Natural Resource Stocks to cut through the noise and explain what’s really happening in the gold and commodity markets. He breaks down the recent correction, central-bank gold buying, the Trump shock, and where real value lies in copper and uranium. Lobo shares his disciplined approach to taking profits, why copper’s long-term deficit could define the next bull market, and how to think like a true speculator in an era of policy shocks and supply shortages.…

Global liquidity strategist Michael J. Howell of CrossBorder Capital joins Andy to unpack the market’s true heartbeat. The discussion moves past textbook valuation frames and into collateral, repo mechanics, and the debt refinancing cycle that actually drives risk assets. We dig into signs of repo stress, why liquidity momentum may be rolling over, and how policy is shifting from Fed driven QE to Treasury directed liquidity that chooses winners and losers. We also explore China’s push to cushion monetary inflation with gold and why stablecoins could extend US Treasury demand. #Millettian GuestMichael J. Howell Founder and CEO, CrossBorder CapitalCapital Wars…

Veteran strategist Simon Hunt (Simon Hunt Strategic Services) joins Andy to decode gold’s breakout, BRICS’ new trade plumbing, Europe’s accelerating fracture, and the widening war map. We dig into how Shanghai Gold Exchange (SGE) offshore vaults in Hong Kong and Saudi Arabia could enable non-USD settlement, why Europe faces political and banking stress that may lead to capital controls, and how near-term market turmoil could knock gold lower before a bigger run. We also cover the Tomahawk-to-Ukraine debate, China’s real leverage via rare earths and magnets, and why Venezuela might be the first shoe to drop. Guest — Simon Hunt…