Macro News Videos - Natural Resource Stocks

Recorded on August 10 2026 at NRS Studios Martin Armstrong of Armstrong Economics joins Steve Yang for a focused discussion on economic cycles, capital flows, market forecasting, and the signals that can appear before major economic and geopolitical shifts. Armstrong explains his Economic Confidence Model and his view that periods of economic deterioration can coincide with rising geopolitical instability. He discusses the global economic cycle, foreign-exchange forecasting, historical capital movements, and examples that shaped his approach to understanding how money moves ahead of major events. The conversation also explores how Armstrong’s computer models developed beyond traditional market forecasting. He explains why he believes analyzing capital flows across countries and asset classes can provide a broader picture than studying individual markets in isolation, and discusses a system with a decades-long track record covering more than 1,000 instruments globally. This NRS WORLD CLIPS segment comes from the full Martin Armstrong interview on NRS World. #Millettian WATCH THE FULL INTERVIEW ON NRS WORLD: Martin Armstrong / Armstrong Economics Website:

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X: https://x.com/ArmstrongEcon YouTube: https://www.youtube.com/@MartinArmstrongAE LinkedIn: https://www.linkedin.com/in/martin-armstrong-89762538/ Natural Resource Stocks NRS Main Channel: https://www.youtube.com/@naturalresourcestocks NRS World: https://www.youtube.com/@NaturalResoureStocksWorld LinkedIn: https://www.linkedin.com/company/naturalresourcestocks-net/ Facebook: https://www.facebook.com/people/Natural-Resource-Stocks/100090526686713/ TikTok:

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Instagram: https://www.instagram.com/naturalresourcestocks/ Disclaimer: This content is for informational and educational purposes only and is not financial advice. The opinions expressed are those of the guest or speaker and do not necessarily reflect the views of the host, NRS, or Natural Resource Stocks. Nothing discussed should be relied upon as a recommendation to buy, sell, or hold any investment. Always do your own due diligence and consult a qualified financial professional before making any financial decision.

Recorded on August 4, 2026 at NRS Studios This NRS World clip from Tom Luongo’s conversation with host Andy Millette focuses on the mechanics behind the yen carry trade, the euro-yen cross, and the global capital flows connecting Japan, Europe, the United States, and major central banks. Luongo explains why investors borrow in low-rate currencies, how small yield spreads become significant when leverage is added, and why currency movements can force carry trades to unwind. Luongo also lays out his thesis that European institutions and offshore financial centers are major beneficiaries of yen-funded leverage. He discusses the Bank of Japan’s rate path, Japanese government bonds, U.S. Treasuries, German bond spreads, Bank of England holdings, and the role of shadow banking. These are Luongo’s interpretations, not established facts, and the clip is presented for discussion and education. Watch the full NRS World interview: Tom Luongo Patreon https://www.patreon.com/GoldGoatsNGuns X https://x.com/TFL1728 Host Andy Millette Natural Resource Stocks https://www.NaturalResourceStocks.net NRS Main https://www.youtube.com/@naturalresourcestocks NRS World https://www.youtube.com/@NaturalResoureStocksWorld X https://x.com/theandymillette LinkedIn https://www.linkedin.com/in/andymillette/ Natural Resource Stocks LinkedIn https://www.linkedin.com/company/naturalresourcestocks-net/ Facebook https://www.facebook.com/people/Natural-Resource-Stocks/100090526686713/ TikTok https://www.tiktok.com/@natural.resource.stocks Instagram https://www.instagram.com/naturalresourcestocks/ Like, subscribe, and ring the bell. #Millettian Disclaimer This content is for informational and educational purposes only and is not financial advice. The opinions expressed are those of the guest or speaker and do not necessarily reflect the views of the host, NRS, or Natural Resource Stocks. Nothing discussed should be relied upon as a recommendation to buy, sell, or hold any investment. Always do your own due diligence and consult a qualified professional.

Recorded on July 24 2026 at NRS Studios Jeff Phillips, Co-Founder and VP of Business Development at Geomorphic AI, joins Andy Millette to discuss opportunity across junior mining stocks, prospect generators, royalty companies, and AI-assisted mineral exploration. Jeff explains why summer weakness can create attractive entry points in well-funded resource companies and shares his views on Bravo Mining, Aldebaran Resources, Revival Gold, Latin Metals, Headwater Gold, Kincora Copper, and Empress Royalty. He breaks down the prospect generator model, where partners fund exploration while the generator retains project interests or royalties. The conversation then turns to Geomorphic AI and how specialized geoscience agents can analyze large public and private datasets, accelerate technical work, uncover overlooked historical information, and help mining teams prioritize exploration. Jeff also explains why experienced people, fieldwork, and boots on the ground remain essential even as AI compresses months of work into days. Like, subscribe, and ring the bell for more mining, commodities, and natural resource investing interviews. #Millettian Key Topics Junior mining stocks and summer market weakness Bravo Mining and Aldebaran Resources Revival Gold and United States gold development The prospect generator investment model Latin Metals, Headwater Gold, and Kincora Copper Empress Royalty and royalty deal origination How specialized AI agents support mineral exploration Geomorphic AI and overlooked geological data Why human geologists and fieldwork still matter Jeff Phillips Co-Founder and VP of Business Development, Geomorphic AI Official Website https://www.geomorphic.ai/ Official Contact info@geomorphic.ai Company Websites Mentioned

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https://latin-metals.com/

Home of Headwater

https://www.kincoracopper.com/ Host Andy Millette Natural Resource Stocks Website https://www.NaturalResourceStocks.net YouTube Main https://www.youtube.com/@naturalresourcestocks YouTube World https://www.youtube.com/@NaturalResoureStocksWorld X https://x.com/theandymillette LinkedIn https://www.linkedin.com/in/andymillette/ NRS LinkedIn https://www.linkedin.com/company/naturalresourcestocks-net/ NRS Facebook https://www.facebook.com/people/Natural-Resource-Stocks/100090526686713/ NRS TikTok https://www.tiktok.com/@natural.resource.stocks NRS Instagram https://www.instagram.com/naturalresourcestocks/ Chapters 00:00 Nine Months to Nine Days 00:55 Jeff Phillips Joins Andy Millette 01:27 The Rule Symposium and Investor Energy 03:22 Summer Weakness in Mining Stocks 04:31 Resource Companies Jeff Is Watching 05:29 Bravo Mining 06:30 Aldebaran Resources 07:33 Revival Gold 11:08 Latin Metals and Prospect Generators 13:46 Headwater Gold 14:06 Kincora Copper 15:29 Empress Royalty 20:18 Artificial Intelligence in Mining 22:06 The Origins of Geomorphic AI 23:49 A Three-Day Geological Analysis 25:25 Geomorphic AI as a Prospect Generator 26:54 Specialized AI Agents and NI 43-101 28:31 Finding Overlooked Geological Data 30:09 Why Mining Companies Could Be Left Behind 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 NaturalResourceStocks 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.

Recorded on July 7 2026 live at the 2026 Rick Rule Symposium Geopolitical financial expert and financial historian Nomi Prins joins Tiffany Georgopoulos for a focused discussion on the metals and mining investments behind the next phase of global growth. They examine why short-term volatility in gold and silver can obscure longer-term structural pressures across the commodity complex. Prins discusses junior and mid-tier miners, brownfield copper projects, uranium producers and the acquisition strategies of larger mining companies seeking future supply. The conversation connects artificial intelligence, electrification and industrial expansion with the physical need for copper, uranium and critical minerals. Prins also explains how processing concentration and geopolitical chokepoints can affect the path from raw material to usable metal. She closes with a five-part natural-resource portfolio framework built around gold, silver, copper, uranium and rare earths. Like, subscribe, and ring the bell. #Millettian Key topics Gold and silver beyond short-term headlines Physical supply deficits and paper-market volatility Junior miners and potential acquisition targets Brownfield copper exploration Uranium producers and commodity pricing AI, electrification and physical resource demand China and critical-mineral processing chokepoints Building a five-part natural-resource portfolio Resource investing for younger investors Nomi Prins Website https://nomiprins.com/ Prinsights https://prinsights.substack.com/ X https://x.com/nomiprins Instagram https://www.instagram.com/realnomiprins/ LinkedIn https://www.linkedin.com/in/nomiprins/ Facebook https://www.facebook.com/realnomiprins Host Tiffany Georgopoulos Natural Resource Stocks Website https://www.NaturalResourceStocks.net YouTube Main https://www.youtube.com/@naturalresourcestocks YouTube World https://www.youtube.com/@NaturalResoureStocksWorld NRS LinkedIn https://www.linkedin.com/company/naturalresourcestocks-net/ NRS Facebook https://www.facebook.com/people/Natural-Resource-Stocks/100090526686713/ NRS TikTok https://www.tiktok.com/@natural.resource.stocks NRS Instagram https://www.instagram.com/naturalresourcestocks/ Chapters 00:00 The metals behind AI 01:22 Tiffany Georgopoulos introduces Nomi Prins 01:38 Commodity opportunities at the Rule Symposium 02:36 Gold and silver beyond the headlines 02:53 Paper markets and physical silver 03:40 Supply pressures across gold, silver and copper 04:01 Junior miners and acquisition targets 04:37 The uranium producer setup 05:07 Can physical supply keep up with AI 05:31 Brownfield copper opportunities 06:13 Commodity wars and processing concentration 07:33 Critical minerals and supply chokepoints 08:20 Copper, electrification and young investors 09:08 Hard assets for long-term investors 10:21 Building a natural-resource portfolio 10:39 Five core resource exposures 11:30 Closing thoughts 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 NaturalResourceStocks 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.

Recorded on July 21, 2026 at NRS Studios. Watch the complete NRS World interview with Bob Moriarty and Steve Yang: In this selected excerpt, Bob Moriarty of 321 Gold and 321 Energy examines the historical cycle of reserve currencies and explains why he believes the United States is entering an end-of-empire phase. Moriarty discusses how monetary power changes over time, why countries repeatedly make similar political and financial mistakes and what the history of Rome may reveal about modern institutions. He also connects reserve-currency decline with changes in warfare, including the growing use of inexpensive drones against far more costly military systems. The conversation then turns to Moriarty’s experience identifying major bottoms in gold and silver. He explains why he and his late wife launched 321 Gold as an information resource for retail investors and why he believes tangible assets can help preserve wealth during periods of monetary instability. Assets discussed include gold, silver, uranium and copper. The historical comparisons, financial forecasts and political conclusions expressed in this clip represent Bob Moriarty’s analysis and opinions. Viewers should evaluate all claims independently. BOB MORIARTY 321 Gold http://www.321gold.com/ 321 Energy http://www.321energy.com/ Cambridge House profile https://cambridgehouse.com/u/2181/robert-moriarty HOST STEVE YANG — NATURAL RESOURCE STOCKS Website https://www.NaturalResourceStocks.net NRS World https://www.youtube.com/@NaturalResoureStocksWorld Steve Yang on X https://x.com/JustSteveYang NRS LinkedIn https://www.linkedin.com/company/naturalresourcestocks-net/ NRS Facebook https://www.facebook.com/people/Natural-Resource-Stocks/100090526686713/ NRS TikTok

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NRS Instagram https://www.instagram.com/naturalresourcestocks/ Like, subscribe, and ring the bell. #Millettian This content is for informational and educational purposes only and is not financial advice. The opinions expressed are those of the guest or speaker and do not necessarily reflect the views of the host, NRS, or Natural Resource Stocks. Nothing discussed should be relied upon as a recommendation to buy, sell, or hold any investment. Always do your own due diligence and consult a qualified professional.

Recorded on July 21 2026 at NRS Studios Former CIA analyst and State Department counterterrorism official Larry C. Johnson joins Steve Yang to examine the energy, industrial, and military supply constraints surrounding the conflict with Iran. In this NRS World clip, Johnson argues that shortages involving diesel, aviation fuel, precision-guided missiles, and critical rare-earth minerals could place increasing pressure on the United States and its military operations. The discussion covers refinery limitations, sour crude, the Strait of Hormuz, transportation costs, missile inventories, Chinese rare-earth export controls, Iran’s use of the BeiDou navigation system, and the vulnerability of expensive military surveillance platforms. Watch the complete NRS World interview: Larry C. Johnson and Sonar21 Website https://sonar21.com/ YouTube https://www.youtube.com/@Sonar21-d3m Host Steve Yang X https://x.com/JustSteveYang Natural Resource Stocks Website https://www.NaturalResourceStocks.net YouTube Main https://www.youtube.com/@naturalresourcestocks YouTube World https://www.youtube.com/@NaturalResoureStocksWorld LinkedIn https://www.linkedin.com/company/naturalresourcestocks-net/ Facebook https://www.facebook.com/people/Natural-Resource-Stocks/100090526686713/ TikTok

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Instagram https://www.instagram.com/naturalresourcestocks/ Like, subscribe, and ring the bell. #Millettian This content is for informational and educational purposes only and is not financial advice. The opinions expressed are those of the guest or speaker and do not necessarily reflect the views of the host, NRS, or Natural Resource Stocks. Nothing discussed should be relied upon as a recommendation to buy, sell, or hold any investment. Always do your own due diligence and consult a qualified professional.

Recorded on July 7 2026 live at the 2026 Rick Rule Symposium TSX: GASX OTCQX: GASXF NG Energy International Chief Executive Officer Jorge Fonseca Chaumer joins Andy Millette to discuss Colombia’s natural gas market and the company’s transition from a development story into a producing energy business. The conversation examines Colombia’s natural gas supply gap, the role of NG Energy’s two core assets, and the importance of production growth, transportation infrastructure, pricing, and free cash flow. Fonseca explains why the opportunity is based on operating assets rather than a presentation-only concept and discusses the work required to navigate logistics and development in Colombia. He also outlines the company’s broader goal of building a scalable natural gas platform around its Colombian portfolio. NG Energy’s current portfolio includes the Sinú-9 and María Conchita natural gas assets. Like, subscribe, and ring the bell for more resource-sector interviews from Natural Resource Stocks. #Millettian KEY TOPICS • Colombia’s natural gas supply and demand imbalance • NG Energy’s producing Colombian gas assets • Sinú-9 and María Conchita • Production growth and transportation capacity • Natural gas pricing and monthly free cash flow • Building a larger operating platform • Colombian infrastructure and logistics • Moving from project development to production NG ENERGY INTERNATIONAL Website https://www.ngenergyintl.com/ Stock Information https://www.ngenergyintl.com/investors/stock-information/ HOST ANDY MILLETTE Natural Resource Stocks Website https://www.NaturalResourceStocks.net YouTube https://www.youtube.com/@naturalresourcestocks X https://x.com/theandymillette LinkedIn https://www.linkedin.com/in/andymillette/ NRS LinkedIn https://www.linkedin.com/company/naturalresourcestocks-net/ NRS Facebook https://www.facebook.com/people/Natural-Resource-Stocks/100090526686713/ NRS TikTok

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NRS Instagram https://www.instagram.com/naturalresourcestocks/ CHAPTERS 00:00 Colombia’s natural gas supply gap 01:14 Andy Millette introduces Jorge Fonseca Chaumer 01:44 NG Energy’s Colombian natural gas opportunity 03:23 Why Colombia matters 04:58 Development and investment conditions 05:58 Operating assets beyond the presentation 07:34 Valuation, production, and free cash flow 09:19 Building a larger gas platform 10:01 Infrastructure and logistics 10:37 Closing thoughts DISCLAIMER 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 NaturalResourceStocks 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.