Natural Resource Stocks

Gold is printing fresh record highs above $4,000 while silver whipsaws around $52 — and Peter Schiff thinks market structure tells the real story. He explains why spot/futures dynamics in silver suggest urgent physical demand, how short sellers could face forced delivery, and why he believes we’re reliving the 1970s “on steroids.” About today’s guest: Peter Schiff is an investor and commentator, founder of Euro Pacific Asset Management (Europac) and SchiffGold. What we cover:

oday Steve Yang sits down with Alex Spiroglou — global macro trader, Founder and CEO of SMART Trader Systems, and creator of the award-winning MACD-V momentum indicator — to unpack how to navigate a late-cycle market with a rules-based edge. Alex explains his Multiple Timeframe / Multiple Factor approach (monthly = macro regime, weekly = sentiment and CoT, daily = technical entries), why gold is the “benchwarmer” inside the precious-metals complex right now, and how he uses objective MACD-V thresholds (e.g., 150 = “risk zone”) to time trims and avoid chasing. We also dive into an active grains setup (corn)…

CTGO — Contango Ore (NYSE: CTGO)Recorded on October 14, 2025. #Millettian Contango Ore is ramping up fast in Alaska. In this interview, Andy Millette speaks with management about the company’s breakout year — producing well over 60,000 ounces at costs roughly $100/oz below guidance. With a fresh $50 million financing complete, Contango is fully funded to begin year-round underground drilling at Lucky Shot in early November, accelerate work at Johnson Tract, and advance a Direct Shipping Ore (DSO) model that cuts costs, simplifies permitting, and reduces environmental footprint by leveraging existing mills instead of building new infrastructure. The team outlines…

Tom Luongo (Gold, Goats ‘n Guns) returns to break down why global events feel like they’ve hit fast-forward—and why precious metals are suddenly sending historic signals. We dig into his “one war, three theaters” model (middle management, upper management, and the “high table”), the shock in silver’s term structure, and how U.S. power moves are reshaping the Middle East, City of London influence, and even real estate. What we cover: “Acceleration” moment: Trump’s visit to the King and the message it sent. The power stack: middle mgmt (order-takers), upper mgmt (Soros/Gates/Fink, etc.), and the high table. Gold & silver: LBM/COMEX…

Legendary value investor Adrian Day—Founder & CEO, Adrian Day Asset Management—joins Steve to unpack the big macro shifts: the slow erosion of the U.S. dollar’s reserve-currency dominance, why central banks have diversified reserves over the past two decades, and how that backdrop supports gold, copper, and uranium over the long run. We dig into investor psychology, “doing nothing” as an edge, and why resource equities remain under-owned despite improving fundamentals. Who is Adrian Day? A long-time global value investor focused on resources and quality compounders. Adrian lays out a long-term, global, value framework, the case for holding cash until price…

Market analyst and geopolitical researcher Alex Krainer joins Andy Millette to break down Europe’s crisis, why Germany’s industrial engine is failing, how “people vs. the banks” defines this era, and why BRICS may be readying a fairer, non-fraud monetary alternative. We also cover Venezuela’s oil politics, and a potential pivot away from war with Iran that—if it holds—could be genuinely historic. About the guest:Alex Krainer is a trader, author, and publisher of a daily trend-following market letter covering 18 global markets (equities, bonds, gold, Bitcoin, and more). He also writes on history and geopolitics and is active on X. Guest…

Today Andy Millette speaks with Hugh Agro, President & CEO of Revival Gold—a U.S.-focused gold developer advancing the Mercur Gold Project (Utah) and the Beartrack-Arnett Project (Idaho). We cover the macro tailwind for gold, aggressive drill programs (four rigs running), early metallurgical indicators, and the catalyst path to a 2026 construction decision at Mercur. What we discuss Company at a glance Guest & Company Links Revival Gold – Revival Gold – Host & Channel LinksNatural Resource Stocks — Official Channel Website: https://www.NaturalResourceStocks.net

Dr. Paul Gow, CEO and Director of Tribeca Resources, joins Natural Resource Stocks to discuss how this Chile-focused explorer is positioning for a major copper discovery. Tribeca’s portfolio of IOCG and porphyry targets sits within one of the most productive copper belts on earth — a region that delivers 23% of the world’s copper supply. The company’s exploration strategy blends deep geological expertise with disciplined capital efficiency. With standout results including 268 metres grading ~0.66% copper with gold and cobalt, Tribeca is unlocking large-scale systems that could attract mid-tier and major mining partners. In this interview, we cover: Why Chile…

Silvercorp is a profitable silver producer operating for nearly two decades in China’s Ying Mining District, with additional production from GC and diversification initiatives in Ecuador. President Lon Shaver explains how a long-tenured local team, integrated domestic supply chain, and disciplined capital allocation underpin margins and growth. We also cover the El Domo open-pit copper project and the Condor gold project in Ecuador, plus incubation exposure via New Pacific in Bolivia. What We Discuss Why China works for SVM: predictable processes, local relationships, and fast, low-capex expansions. Capital structure discipline: 218 M shares outstanding; cash on hand and a single…

Natural Resource Stocks sits down with Garrett Goggin, CFA, CMT, Founder & Chief Analyst at Golden Portfolio, to break down why gold’s surge still has legs, how stablecoins are quietly funneling demand into gold, what GLD/SLV share counts say about sentiment, and how to value miners vs. royalty companies in a devaluing-dollar world. We cover central-bank buying, the “crypto → gold” bridge, and specific markers he watches (free cash flow vs enterprise value, grades, dilution, and the Lassonde curve). #Millettian