Recorded on December 17, 2025.
The opinions expressed are solely those of the guest and do not necessarily reflect those of Natural Resource Stocks.
In this Natural Resource Stocks interview, host Andy Millette sits down with Nick Hodge (Co-founder of Digest Publishing and publisher of Daily Profit Cycle) to break down what he’s seeing across gold, silver, and uranium as the commodity cycle matures. We cover the macro drivers Nick watches most closely (rates, liquidity, and demand trends), how he thinks about positioning and profit-taking during a bull move, and why certain parts of the resource market can stay mispriced longer than most investors expect.
Nick also explains what he looks for in juniors when sentiment is still mixed, how he manages concentration risk when a theme is working, and what he believes could be the next catalyst that pulls more generalist capital into the sector. The second half of the discussion shifts into uranium fundamentals and why he believes the U.S. supply situation and policy tailwinds are an underappreciated part of the setup.
Guest links
Digest Publishing: https://digestpublishing.com/
Daily Profit Cycle: https://dailyprofitcycle.com/
Resource Stock Digest: https://resourcestockdigest.com/
Host – Andy Millette | Natural Resource Stocks
Website: https://www.NaturalResourceStocks.net
YouTube (Main): https://www.youtube.com/@naturalresourcestocks
YouTube (Clips): https://www.youtube.com/@NaturalResoureStocksClips
X: https://x.com/theandymillette
LinkedIn: https://www.linkedin.com/in/andymillette/
Chapters
0:00 Central bank buying and the gold bid
2:30 Rates, debt, and why the tailwinds persist
7:28 Silver strength and why headlines still lag
8:49 Taking profits and concentration risk
24:54 Uranium supply gap and U.S. policy signals
26:17 What mispricing looks like in juniors
27:50 Exploration setups in silver and gold
Financial Disclaimer for Galt Consulting Group (dba NaturalResourceStocks.net)
The content provided by Galt Consulting Group, doing business as NaturalResourceStocks.net, including but not limited to interviews, articles, podcasts, and other digital media, is for informational purposes only. We reserve the right to buy and sell shares of any company mentioned in these communications, including sponsors of the NaturalResourceStocks.net platform.
If Galt Consulting Group or any affiliated parties are invested in a company mentioned in our content, we will publicly disclose such investments on all digital platforms, including but not limited to the Natural Resource Stocks YouTube channel, Apple Podcasts, and Spotify. This disclosure will include clear statements indicating whether or not we hold shares in the companies discussed.
Nothing in our content constitutes financial advice. Every investor is responsible for conducting their own due diligence and should seek the advice of a qualified financial professional before making any investment decisions. Past performance is not indicative of future results, and investments in the stock market can result in the loss of principal.
By engaging with our content, you acknowledge that you are fully responsible for your investment decisions and agree to hold Galt Consulting Group, NaturalResourceStocks.net, and its affiliates harmless for any financial losses incurred.
