Natural Resource Stocks

Recorded August 26 2026 at NRS Studios Rick Rule joins Natural Resource Stocks host Tiffany Georgopoulos for an in-depth discussion about the U.S. dollar, fiat currency, gold, silver, inflation, government debt, hard assets, and the financial challenges facing younger investors. Rick explains why fiat currencies depend on trust in the institutions that issue them and contrasts that with tangible assets such as gold. He discusses the erosion of U.S. dollar purchasing power, de-dollarization, foreign ownership of U.S. Treasury securities, central-bank gold buying, quantitative easing, and why he has personally used gold as a form of savings for more than two decades.…

Recorded on August 26 2026 at NRS Studios Michael Gentile, Founding Partner and Senior Portfolio Manager at Bastion Asset Management, joins Andy Millette to discuss gold, junior mining stocks, capital allocation, and the macro forces shaping the resource sector. Gentile explains why bond-market intervention, U.S. refinancing pressure, money creation, and physical gold demand support his view of a structural multi-year bull market in gold. He breaks down the venture-capital framework behind his portfolio of roughly 35 junior mining companies, including his focus on smaller market caps and the need for 20X to 50X return potential from an initial investment. The conversation…

Recorded on August 25 2026 at NRS Studios Inside Ownership 100 ETFTicker OWNExchange Cboe BZX Andy Millette sits down with Haren Bhakta, Founder & CEO of Inside Ownership Index, to examine why executive ownership may be one of the strongest signals investors overlook. Haren explains the Inside Ownership 100 ETF OWN, which uses the S&P 500 as its eligible universe and selects and weights 100 companies using inside ownership value rather than traditional market capitalization. He traces the investment idea to Warren Buffett and Berkshire Hathaway and questions why a free-float-adjusted index can behave differently as an iconic owner leaves a…

Recorded on August 25 2026 at NRS Studios TSX Venture Exchange: SMOTCQX Best Market: SMDRFFrankfurt Stock Exchange: 409 Andy Millette sits down with Alex Langer, CEO, President and Director of Sierra Madre Gold and Silver Ltd., to discuss the company’s growth strategy across La Guitarra and Del Toro in Mexico. Langer explains how La Guitarra reached commercial production January 1 2025 and why management chose a cash-flow-first model instead of relying only on drilling and repeated capital raises. He discusses the plan to expand production, lower operating costs, and deploy capital into exploration while the company remains debt free after repaying…

Recorded on August 25 2026 at NRS Studios Kingsmen Resources Ltd.TSX Venture Exchange: KNGOTCQB: KNGRFFrankfurt Stock Exchange: TUY Disclosure: Kingsmen Resources is a sponsor of Natural Resource Stocks. Andy Millette states in this interview that he owns shares of Kingsmen Resources. #Millettian Andy Millette sits down with Scott Emerson, President, Chief Executive Officer and Director of Kingsmen Resources, for an update on the 2026 drilling campaign at the Las Coloradas silver-gold project in Chihuahua, Mexico. Scott explains how Kingsmen consolidated Las Coloradas and Almoloya in the Parral Mining District and why the company is following up on its 2025 drilling success…

Recorded on August 25 2026, at NRS Studios Jan Willhöft, Partner at AXINO Capital GmbH, joins Steve Yang of Natural Resource Stocks to discuss how AXINO approaches junior-mining investing across gold, silver, copper, uranium, and critical resources. Jan explains why he believes late-stage exploration and early-development companies may offer opportunity after larger producers captured much of the first wave of investor attention. He also lays out a contrarian framework built around buying sectors when sentiment is weak, including his views on silver, lithium and overlooked Mexican mining assets. The conversation examines how European industrial demand could drive more direct investment, equity…

Recorded on August 25 2026 at NRS Studios TSX Venture Exchange: BYNOTCQB Venture Market: BYAGF Banyan Gold President and CEO Tara Christie joins Steve Yang to discuss the August 25 Seattle Creek results from the Nitra Project in Yukon and what they may mean for a much larger district-scale gold story. Banyan reported 0.91 g/t gold and 27.01 g/t silver over 12.1 metres at Seattle Creek, including 5.70 g/t gold and 544 g/t silver over 0.5 metres, with only the top 95 metres of the 600 metre drillhole assayed to date. Christie explains why Seattle Creek and Roaring Fork matter alongside…

Recorded on August 24 2026 at NRS Studios In this NRS Main Channel clip from NRS World, Steve Yang and Melody Wright examine why the problems facing the U.S. housing market extend far beyond mortgage rates. Wright discusses debt-to-income levels, overextended consumer credit, automated underwriting, property taxes, insurance, electricity costs and the affordability pressure facing both current homeowners and future buyers. Wright also warns about mortgage fraud, questionable underwriting and loan structures that became increasingly common during the housing boom. The conversation moves into DSCR loans, non-qualified mortgages, interest-only lending and buyers who expected they would simply refinance when rates came…

Recorded at NRS Studios In this edition of Another Look, Tiffany Georgopoulos examines how critical minerals are moving from a pure supply-and-demand story into a question of economic security, processing power, and geopolitical access. China’s dominance in refining, export controls on rare earths, and the concentration of copper smelting capacity show why owning a resource in the ground is not the same as controlling the supply chain. Tiffany looks at how the United States, allied countries, defense companies, and manufacturers are responding with domestic investment, stockpiles, financing, tariffs, processing capacity, and long-term supply agreements. She also explains why Canada, Australia, and…

Recorded on August 21 2026 at NRS Studios Rick Rule joins Steve Yang of Natural Resource Stocks for a wide-ranging discussion on gold, silver, uranium, junior mining stocks, resource investing, and the 2026 Rule Symposium. Rick explains why the remainder of 2026 could remain difficult for resource equities while saying he is incredibly bullish over a three-to-five-year horizon. He lays out his long-term thesis for declining U.S. dollar purchasing power, higher nominal commodity prices, and continued opportunity created by decades of underinvestment in natural resources. Rick then walks through eight mining companies and explains what attracts him, what concerns him, how…