Episodes

  • Canstar Lined Up Up To 11.5 Million For Newfoundland VMS Exploration

    Canstar Lined Up Up To 11.5 Million For Newfoundland VMS Exploration
    Mar 24 2026
    Recorded on March 23, 2026 Canstar ResourcesTSX Venture Exchange ROXOTCID CSRNF Canstar Resources President and Chief Executive Officer Juan Carlos Giron Jr joins Andy Millette to explain why management believes the company has materially changed its setup heading into 2026. Juan Carlos breaks down the project-level VMS Mining structure in Newfoundland, why management calls that funding non dilutive at the corporate level, and how the Golden Baie transaction with Churchill could strengthen the treasury while preserving upside through equity and royalty exposure. He also lays out why Mary March remains the flagship, why the Buchans district still matters, and how…
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    25 mins
  • Leviathan Metals Sits Beside a 6 Billion Copper Asset in Botswana

    Leviathan Metals Sits Beside a 6 Billion Copper Asset in Botswana
    Mar 24 2026
    Recorded on February 20 2026 Leviathan Metals trades on the TSXV as LVX and on the OTCQB as LVXFF. In this interview, Steve Yang sits down with CEO Luke Norman to break down why Leviathan has repositioned itself as a copper focused explorer and why the Central project in Botswana is the company’s flagship value driver. Luke explains the scale of the land package, the adjacency to MMG’s Khoemacau cluster, why management believes Central sits on strike with a major copper system, and why Leviathan says it is permitted and ready to drill. The conversation also covers Botswana jurisdiction, infrastructure,…
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    25 mins
  • Alex Krainer on Iran Oil Shock and Why This Crisis Could Hit Food Next

    Alex Krainer on Iran Oil Shock and Why This Crisis Could Hit Food Next
    Mar 22 2026
    Recorded on March 20 2026 Andy Millette sits down with Alex Krainer for a wide-ranging conversation on the Iran war, oil shock risk, Strait of Hormuz pressure, fertilizer disruption, food inflation, and the larger fight over natural resource control. Alex argues that the market is still underestimating the second-order effects of a prolonged Middle East escalation, especially for shipping lanes, Gulf infrastructure, agriculture, and inflation-sensitive economies. The discussion moves from immediate energy stress to longer-cycle fallout in fertilizers, crop yields, and food availability, with Europe framed as one of the most exposed regions. They also dig into the banking incentives…
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    52 mins
  • Ryan Dawson Says Iran Did Not Collapse and Washington Had No Plan B

    Ryan Dawson Says Iran Did Not Collapse and Washington Had No Plan B
    Mar 22 2026
    Recorded on March 19 2026 David Hunter returns to Natural Resource Stocks to explain why he sees the current weakness as a correction rather than a final top, and why he believes a much larger upside move could still be ahead. He breaks down why negative sentiment, war headlines, and profit taking may actually be helping build the next leg higher in equities, metals, and select miners. Hunter also lays out his big targets for the S&P 500, Nasdaq, Dow, Russell, gold, and silver, while arguing that oil could reverse sharply once Iran fear cools off. The conversation then shifts…
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    53 mins
  • David Hunter Says This Correction Could Turn Into A Massive Second Quarter Melt Up

    David Hunter Says This Correction Could Turn Into A Massive Second Quarter Melt Up
    Mar 22 2026
    Recorded on March 19 2026 David Hunter returns to Natural Resource Stocks to explain why he sees the current weakness as a correction rather than a final top, and why he believes a much larger upside move could still be ahead. He breaks down why negative sentiment, war headlines, and profit taking may actually be helping build the next leg higher in equities, metals, and select miners. Hunter also lays out his big targets for the S&P 500, Nasdaq, Dow, Russell, gold, and silver, while arguing that oil could reverse sharply once Iran fear cools off. The conversation then shifts…
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    30 mins
  • Greenland, Venezuela, Hormuz: One System Is Driving All Three

    Greenland, Venezuela, Hormuz: One System Is Driving All Three
    Mar 22 2026
    In this Natural Resource Stocks breakdown, Tiffany Georgopoulos explains why today’s geopolitical flashpoints make more sense when viewed as a contest between financial power and control over physical resources. She connects Greenland, Venezuela, the Strait of Hormuz, copper, oil, gold, uranium, and rare earths into one broader framework that helps viewers understand how trade routes, sanctions, capital flows, and supply chains are being reshaped. Tiffany argues that even in a digital economy, the real world still runs on fuel, metals, fertilizer, grids, logistics, and the hard inputs that keep infrastructure, AI, transportation, and industry moving. She also shows why countries…
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    18 mins
  • Tavi Costa on Why Hard Assets Could Win in the Next Macro Cycle

    Tavi Costa on Why Hard Assets Could Win in the Next Macro Cycle
    Mar 15 2026
    Recorded on March 12 2026 Steve Yang sits down with Tavi Costa of Azuria Capital for a deep macro conversation on where the next hard asset cycle may be heading. Tavi explains why he believes a weaker dollar, suppressed rates, and years of underinvestment are creating a powerful backdrop for commodities, mining, energy, and agriculture. He lays out why energy could lead before food follows, why natural gas remains critical for rising electricity demand and data centers, and why he still sees major upside in hard assets over the next 5 to 10 years. The discussion also dives into twin…
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    41 mins
  • Starcore CEO on Returning Capital and Refocusing Mexico Growth

    Starcore CEO on Returning Capital and Refocusing Mexico Growth
    Mar 15 2026
    Recorded on March 12 2026 TSX: SAM Steve Yang sits down with Robert Eadie of Starcore International Mines Ltd. to break down how the company has repositioned itself after spinning out its African assets and why management believes the market is still not fully reflecting the value of its Mexican production base. Eadie explains how the return of capital was structured for shareholders, why Starcore is now focused on oxide material, carbonaceous material, and La Tortilla, and how the company sees a path to more than 160 million in annual revenue over the next 18 to 24 months. The interview…
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    22 mins