Natural Resource Stocks

Adam Hamilton, CPA (Zeal LLC) joins Andy to dissect gold’s violent reversal and what history says usually follows. We start with the shock stat — the biggest one-day gold loss in 5.2 years — then map the probabilities for a 10–20% correction over 2–4 months and what that could mean for miners that typically move 2–3× gold. We also get practical on entries, stop-loss discipline, and why Hamilton favors fundamentally superior mid-tier and junior producers when the dust settles. Guest – Adam Hamilton, CPA (Zeal LLC) Website: https://zealllc.com/ zealllc.com Essays: https://www.zealllc.com/essays.htm zealllc.com Zeal Intelligence (monthly): https://www.zealllc.com/intelligence.htm zealllc.com…

Economist and forecaster Martin Armstrong (ArmstrongEconomics) joins Natural Resource Stocks to break down capital flows, the EU’s structural flaws, banking risk, and why his war and euro models are flashing a panic cycle next year. We dig into sanctions blowback, BRICS, gold as geopolitical insurance, and his provocative peace-and-industry proposal around rare earths. #Millettian Guest: Martin Armstrong — Founder of Armstrong Economics; creator of the Socrates computer model; veteran adviser to sovereigns and institutions on capital flows.Key Topics:

Today on Natural Resource Stocks, Andy Millette sits down with macro investor and precious-metals strategist Tavi Costa to unpack the violent pullback in gold and silver, what central-bank flows might be signaling, and where the real upside may be over the next 6–12 months. Tavi explains why he still sees a long-term bull market in gold, shares his bold call for silver to break $50 “with authority,” and highlights copper’s resilience as a signal that “smart money” is positioning ahead of the crowd. The discussion also explores how miners can hedge energy exposure, manage risk, and prepare for the next…

In this episode, Steve Yang sits down with Joe Mazumdar, editor of Exploration Insights, a geologist and widely followed analyst who helps serious investors “turn rock into money.” Joe explains why the direction of U.S. real rates — not just their level — pulls gold up or down, how central-bank diversification underpins the metal, why that demand doesn’t automatically flow into equities, and what it means for producers, royalty companies, and juniors. He also shares on-the-ground sentiment from conferences and site visits, plus where he’s looking in silver, copper, rare earths, and more. Key Topics: Rate direction vs gold ·…

Today, Steve Yang sits down with Francis Hunt — “The Market Sniper,” creator of the Hunt Volatility Funnel (HVF) Method — to unpack why he thinks we’ve entered a hyper-stagflation epoch, how debt and fiat debasement move in lockstep, and why gold’s pullbacks can be opportunities if you understand timeframes and hedging. We cover HVF risk management, positioning across gold/silver/miners, and practical hedges in USD/JPY and USD/KRW when the dollar firms. Who is Francis Hunt? Founder of The Market Sniper and originator of the HVF Method — a volatility, volume, and pattern-led approach to capturing major expansions. Explore his community,…

Market historian and demographic forecaster Harry Dent returns to lay out a stark roadmap: a front-loaded crash with the Nasdaq down ~57% and the S&P down ~48% in the first 2–3 months, followed by a deeper cleansing into 2026–2028. He argues the post-2008 economy was propped up by roughly $29 trillion of combined deficits and money printing, delaying — not preventing — a necessary reset. His playbook: short stocks early, then rotate into long-duration U.S. Treasuries (e.g., TLT) as the crisis matures; avoid relying on gold during the initial downdraft, with its real bull market to come later, driven by…

Energy investor Josh Young (Bison Interests; author of the Basin Insights newsletter) explains why today’s oil price looks shockingly low in inflation-adjusted terms, how a rare geopolitical lull has masked true risk, why U.S. crude supply likely declines at current rig/spread counts, and how a coming mining boom could add hundreds of thousands of barrels/day to demand. He also shares insights from closed-door meetings with OPEC in Vienna and why proving real vs. claimed spare capacity may redefine the market over the next 6–18 months. Guest: Josh Young — Portfolio Manager, Bison Interests; Publisher, Basin Insights

Today Steve Yang speaks with Denis Higgs, Executive Chairman & CEO of Austin Gold Corp. (NYSE American: AUST), a pre-discovery explorer focused on Nevada and Oregon. The flagship Lone Mountain project sits 20 mi east of the Carlin Trend and 10 mi south of Jerritt Canyon, two of North America’s richest gold belts. In Oregon, Stockade Mountain is a textbook epithermal system once drilled shallow by majors but never tested for its deeper feeder. We cover geology, catalysts, capital structure, and why management believes AUST sits on the left side of the Lassonde curve. Company at a glance Why it…

In this exclusive interview, Steve Yang sits down with Robert Eady, President & CEO of Starcore International Mines Ltd. (TSX: SAM), to discuss the company’s newly signed 10-year lease agreement in Mexico, the strategy behind trucking ore to Starcore’s San Martin mill, and a detailed roadmap from permit submission to first production. Starcore’s latest move marks a pivotal expansion for the company, positioning it to rapidly grow cash flow without major capital expenditures. The leased “Tortilla Project”—a past-producing silver-lead-zinc district near the historic San Martin operation—gives Starcore immediate access to mineralized zones that can be mined and processed using its…

In this episode, Andy Millette of Natural Resource Stocks sits down with Justin Virgin, Executive Director of Terrain Minerals (ASX: TMX), to discuss the company’s expanding position in both gold and critical minerals. The conversation covers recent high-grade gold hits at the Smokebush Project in Western Australia, as well as Terrain’s growing gallium discovery — a material where China currently controls about 98% of the global supply. Justin explains how Terrain is advancing two parallel opportunities: developing a standalone gold mine within trucking distance of regional mills, and pursuing a unique oxide-hosted gallium system that could position Australia as a…