I was surprised neither of them mentioned the warrants

Why would they? The host operates in generalities and most of the guests know the chart, the shareprice and the general story. Keeping close tabs on company specific warrant exercise dates would be asking too much of analysts who are spoon fed other analyst's reports. That's why guys like Embry can spin whatever they like without being called on it. At least he said he would continue to hold it even though he said he only holds gold and proxies to gold as insurance and prefers oil and uranium as a US$ hedge.