Video Clips - Natural Resource Stocks

Recorded on October 5 2026 at NRS Studios WATCH THE FULL INTERVIEW ON NRS WORLD: In this NRS Main clip from Alex Krainer's full NRS World interview, Andy Millette focuses on the part of the conversation with the clearest implications for investors: what happens when heavily indebted economies have to live with materially higher interest rates. Krainer, founder of Krainer Analytics and creator of I-System Trend Following, explains why he believes geopolitics has become an important driver of bond markets and interest rates. He traces the move away from the near-zero-rate environment, discusses the historic selloff in government bonds, and compares the relative position of U.S. Treasuries with British, European, and Japanese sovereign debt. The discussion then turns to the mechanics that can make higher yields increasingly difficult for governments to manage. Krainer argues that rising borrowing costs can push governments toward shorter-term financing, forcing them to refinance debt more frequently. In his view, that can add instability, weaken confidence in a currency, increase inflation pressure, and leave policymakers with fewer attractive choices. Britain receives particular attention. Krainer describes British gilts as the weakest link among the major Western bond markets he has followed over the period discussed and explains why currency exposure matters when investors evaluate sovereign debt. He also lays out the difficult tradeoff between higher rates, inflation, government spending, austerity, and economic growth. For investors, the central question is not simply where interest rates are today. It is whether high borrowing costs can become a self-reinforcing cycle through refinancing pressure, currency weakness, inflation, and slower growth. Krainer's market forecasts and interpretations are his analysis and opinions. KEY TOPICS • Sovereign bond yields and debt pressure • U.S. Treasuries versus Europe and Japan • British gilts and the pound • Government refinancing risk • Short-term versus long-term borrowing • Currency weakness and inflation • Austerity and economic growth • What higher rates can mean for investors ALEX KRAINER I-System Trend Following

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The Naked Hedgie https://thenakedhedgie.com/ Substack https://alexkrainer.substack.com/ TrendCompass https://trendcompass.net/ X https://x.com/NakedHedgie LinkedIn https://www.linkedin.com/in/alex-sasha-krainer-0b74ab1a/ YouTube https://www.youtube.com/channel/UCAqRpyLzC4xanGQQQtxW0qQ HOST ANDY MILLETTE Natural Resource Stocks

Natural Resource Stocks

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/ 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/ For more market and resource-investing interviews, subscribe to Natural Resource Stocks. #Millettian CHAPTERS 00:00 Why High Yields Matter 00:35 Geopolitics and Interest Rates 02:23 The Historic Bond Selloff 04:32 U.S. Versus Europe and Japan 05:17 Why Britain Looks Vulnerable 06:24 Debt Built on Cheap Money 08:22 The Refinancing Problem 09:01 Currency and Inflation Pressure 10:09 Austerity Versus Growth 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 September 28 2026 at NRS Studios WATCH THE FULL INTERVIEW ON NRS WORLD: Doug Casey joins host Steve Yang for a focused discussion on energy, oil refining, geopolitical pressure, and how modern warfare could affect markets and critical infrastructure. Casey begins with the role energy plays in the global economy and explains why crude oil must move through refining before it becomes usable products such as gasoline, diesel, kerosene, and jet fuel. He discusses the importance of refining capacity, shipping routes, and supply disruption, then connects those issues to broader geopolitical tensions. The conversation moves into Casey’s views on Iran, Russia, Ukraine, and U.S. foreign policy. He also discusses how future conflicts could differ from past wars through the use of precision weapons, drones, robotics, biological technologies, and cyberwarfare. Casey’s political and geopolitical statements in this clip are his own opinions and interpretations. For investors, the central question is how energy supply, refining constraints, shipping disruption, and infrastructure vulnerability can interact with geopolitical instability. The discussion highlights why energy systems, transportation networks, and digital infrastructure can become important market variables when global tensions rise. Key Topics • Oil, refining and fuel production • Shipping and energy supply • Iran and Middle East tensions • Russia and Ukraine • U.S. foreign policy • Drones and precision weapons • Robotics and future warfare • Cyberwarfare and infrastructure risk Doug Casey International Man

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Doug Casey Author Archive https://internationalman.com/articles/authors/doug-casey/ Crisis Investing

Doug Casey’s Crisis Investing

Steve Yang – Natural Resource Stocks Website

Natural Resource Stocks

YouTube Main https://www.youtube.com/@naturalresourcestocks YouTube World https://www.youtube.com/@NaturalResoureStocksWorld X https://x.com/JustSteveYang LinkedIn https://www.linkedin.com/in/thesteveyang/ 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/ Subscribe for more long-form conversations on resources, markets, and the forces shaping the investment landscape. #Millettian Chapters 00:00 Energy and Oil Refining 00:56 Shipping and Supply Disruption 01:47 Iran and Geopolitical Pressure 02:14 Russia and Ukraine 03:29 Donbas and U.S. Support 04:11 Iran and U.S. History 05:31 Future Warfare 06:57 Precision Weapons and Drones 08:03 Robotics and Warfare 08:28 Biological and Cyber Risks 09:42 Cyberwar and Infrastructure 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 September 24 2026 at NRS Studios WATCH THE FULL INTERVIEW ON NRS WORLD: Bob Moriarty joins Steve Yang for a focused discussion on the financial-market signals he believes resource investors should be watching. Moriarty begins with the bond market, pointing to a sharp move in the 10-year Treasury yield and explaining why he believes instability in bonds can spill into equities. From there, he connects private credit, historically elevated equity valuations, diesel availability, farming economics and broader financial stress into what he describes as a difficult market setup. The discussion also looks at the connection between energy and financial markets. Moriarty argues that diesel availability matters far beyond the oil market because transportation, agriculture and other major parts of the economy depend on it. He then connects geopolitical developments to investor sentiment and discusses how changing energy conditions could affect the broader stock market. Later in the conversation, Moriarty explains his long-term approach to 321gold and why he believes investors should expose themselves to competing viewpoints instead of relying on a single market narrative. He also discusses the relatively small share of investment capital he believes currently sits in the resource sector and why a change in capital allocation could have a significant effect on mining and resource equities. The clip concludes with Moriarty comparing present conditions with the 1929 market cycle and explaining why he personally sees heightened market risk around October. These forecasts and market interpretations are Moriarty’s views and should not be treated as guarantees of future market performance. Key Topics – 10-year Treasury yields – Bond-market stress – Private credit – Equity-market conditions – Diesel and farming economics – Energy-market disruption – Resource-sector capital allocation – 321gold – The 1929 market comparison – Moriarty’s October market outlook Bob Moriarty / 321gold http://www.321gold.com/ Host Steve Yang

Natural Resource Stocks

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https://www.instagram.com/naturalresourcestocks/ Subscribe for more natural-resource investing, commodities and market analysis. #Millettian Chapters 00:00 The Bond Market Signal 00:52 A Broader Market Storm 01:11 Diesel and Farming Economics 01:42 Geopolitics and Market Reaction 03:49 The Fourth Turning 05:44 Bob’s Books and 321gold 08:31 Resource-Market Allocation 09:45 Why Bob Is Watching October 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 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 down. Wright then explains how she approaches the rent-versus-buy decision and why buyers expecting to stay in a house for only a few years may be better served by renting rather than overextending themselves. Watch the full NRS World interview Melody Wright Substack https://m3melody.substack.com/ X https://x.com/m3_melody LinkedIn https://www.linkedin.com/in/melody-wright-44204a4/ Host Steve Yang 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/TheSteveYang https://x.com/SteveYangStocks LinkedIn https://www.linkedin.com/in/thesteveyang/ https://www.linkedin.com/in/steveyangstocks/ 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/ #Millettian 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 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 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.