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Commodity Culture

Author: Jesse Day

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Join host Jesse Day as he engages in deep conversations with prominent investors, fund managers, analysts and mining company CEOs with the aim of making you a better investor in the commodities space. Topics covered include precious metals, oil and gas, uranium, agriculture, and much more. 

490 Episodes
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Josef Schachter believes that current prices in the energy sector are presenting a massive opportunity for contrarians who can see the writing on the wall: oil and gas demand are rising, not falling, and supply is become severely constrained, leading to setup that Josef thinks will ultimately bring us back past $100, and to new all-time highs. Get Your 'Stack Silver Not Fiat' Shirt: https://commodity-culture-shop.fourthwall.com/products/stack-silver-not-fiat-t-shirt Get $100 off the first y...
Col. Douglas Macgregor believes that a war with Iran is inevitable and although he thinks Trump doesn't want to strike, his paymasters in Israel will force his hand to advance their own agenda of domination over the Middle East. Get Your 'Stack Silver Not Fiat' Shirt: https://commodity-culture-shop.fourthwall.com/products/stack-silver-not-fiat-t-shirt The National Conversation: https://thenationalconversation.org Col. Macgregor's Website: https://www.douglasmacgregor.com Follow Col. Macgre...
After a historic 43-year bull run in the broad market, David Hunter sees a global bust ahead that hasn't been since since the Great Financial Crisis of 2008 and on the other side, a commodities supercycle unlike anything the world has ever seen, with price targets of $20,000 for gold, $500 silver, and $500 oil. David admits those calls may be on the low end for the economic environment he sees on the horizon, one where inflation enters double-digits and hard assets could be the last line of d...
Will Ulrich, Co-CEO of Presidio Petroleum (NYSE: FTW) believes we are lifetimes away from peak oil demand and underinvestment in the sector, along with the overhang of ESG mandates that are starting to disappear, mean that a repricing of the equities could be inevitable up ahead. Will also dives into how Presidio fits into the picture, with their focus on optimizing existing production and generating sustainable cash flow from low-decline, producing assets. Presidio Petroleum Website: https...
Doomberg believes that geopolitical events are most accurately explained through the lens of energy, and no group of so-called leaders has failed more tremendously when it comes to energy policy than those that claim to represent the EU member states. Doomberg breaks down why he sees no hope for the continued survival of the European Union, along with providing his take on whether oil flows from Venezuela will come online, the China-Canada trade deal, why he thinks we've been in Word War 3 si...
David Jensen believes that the only way to resolve the massive and rapidly expanding silver supply deficit is a reset to multiples of current price levels, and the paper market stands no chance of tamping down markets while faces with an inescapable physical shortage. David breaks down all the data surrounding his thesis, explains why gold and silver are already finding use in a new sound money economy, and much more. Get Your 'Stack Silver Not Fiat' Shirt: https://commodity-culture-shop.fou...
Thomas Lamb, CEO of J2 Metals (TSXV: JTWO) thinks that despite the recent pullback, the future for silver is back to triple digits as there's just no answer to the widening supply deficit driven by a growing industrial demand and a major lack of mine supply. Thomas also dives into J2 Metals, with top tier gold projects in Quebec and Alaska, and a large-scale silver project in Mexico. J2 Metals Website: https://j2metals.ca J2 Metals Investor Presentation: https://j2metals.ca/assets/2026/01/J2...
Shawn Khunkhun, CEO of Dolly Varden Silver (NYSE-A: DVS | TSXV: DV) is thrilled we saw silver run to triple-digits, and he believes that ultimately, the price trajectory for the metal is back past all-time highs but he points out that at today's silver price, the miners are set to go absolutely ballistic. Shawn also dives into some exciting news from Dolly Varden Silver, including their recent proposed merger with Contango Ore, the latest drill results from Wolf Vein, and much more. Dolly Va...
Steve Penny thinks the recent drawdown in silver is a temporary anomaly, and as global debt skyrockets and governments keep printing currency, silver will ultimately rise to $500 an ounce. Steve lays out his thesis, along with providing his strategy for investing in silver mining stocks, knowing when to take profits, and much more. Get Your 'Stack Silver Not Fiat' Shirt: https://commodity-culture-shop.fourthwall.com/products/stack-silver-not-fiat-t-shirt Silver Chartist: https://silverchart...
Mario Innecco believes the recent dramatic crash in the silver price was largely driven by market manipulation orchestrated by bullion banks short the metal, as the COMEX circuit breakers mysteriously failed to activate while prices plunged. Mario thinks that ultimately, reality will prevail over desperate bankers and when reckoning arrives, silver will soar past triple digits and fiat currency will hyperinflate into oblivion. Get Your 'Stack Silver Not Fiat' Shirt: https://commodity-culture...
Sam Hartmann, VP of Exploration at F3 Uranium (OTCQB: FUUFF | TSXV: FUU) thinks the catalysts driving the uranium market continue to grow stronger, and he points out that although AI data centers and SMR adoption are interesting narratives, it's the glaring and growing supply deficit that will drive this market to higher prices. Sam also breaks down how F3 Uranium fits into the picture, with a focused vision on advancing its newly discovered JR Zone and discovering additional zones of uranium...
Alasdair Macleod has a theory that one of the reasons China has been accumulating such massive amounts of silver, along with being one of the biggest producers of the metal in the world, is to prepare for a move to back the yuan and go on a silver standard in the country. Alasdair makes his case for what could be an earth-shattering move that would hasten the death of the dollar and change our monetary landscape forever. Get Your 'Stack Silver Not Fiat' Shirt: https://commodity-culture-shop....
James Rickards is reiterating his call for $23,000 gold, and he breaks down all the factors currently driving his thesis and how market psychology will play a role in driving gold to 5-digits. James also explains why he thinks silver still has a long way to go, why the illusion of Fed independence is being shattered and what it means for markets, the Trump administration's revival of the Monroe Doctrine and how it could impact the geopolitical landscape and the gold price, and much more. Get...
Michael Piccioni thinks that not only is $1,000 a realistic price target for silver, but he expects much higher prices than that as the gold silver ratio continues to trend closer to the rate at which it's actually mined at around 10 to 1. Michael points out that as gold keeps climbing and the debt and deficits keep rising, the general public will continue to lose faith in fiat currencies, leading to a staggering gold price that will drag silver along for the ride. CanAm Bullion Website: htt...
Trey Wasser, CEO of Dryden Gold (OTCQB: DRYGF | TSXV: DRY) explains why the gold market paradigm is changing course, as fundamental factors meet tectonic shifts in geopolitics and monetary policy, leading to a perfect storm for the metal that could see much higher gold prices ahead. Trey breaks down how Dryden Gold fits into the picture, with their 100% interest in a dominant strategic land position in the Dryden District of Northwestern Ontario and a property package that includes historic g...
Rick Rule hates to break it to the devout stackers who won't sell at any price, but he recently unloaded 80% of his physical silver and rotated much of that capital into silver mining stocks. Rick breaks down his reasoning behind the trade, why getting too emotionally attached to an asset class can spell disaster for investors, how he approaches evaluating companies in the precious metals mining space, and so much more. Get Your FREE Tickets to the VRIC (Jan.25 - 26): https://cambridgehouse....
Alex Krainer lays out the players and the game being played on the geopolitical stage, as Trump ignites chaos by abducting Venezuelan President Nicolas Maduro and sets his sights on acquiring Greenland by any means necessary. Alex points out the method behind the madness, including why Russia and China could actually be colluding with the US on bringing about a new global alliance, why the British elites are in a hysterical panic, how Israel and the Zionist lobby are fanning the flames, and m...
James McDonald, CEO of Kootenay Silver (OTCQX: KOOYF | TSXV: KTN) thinks we are still the early stages of a massive bull run for silver, and as a myriad of catalysts continue to drive the price higher, silver mining stocks are setup to potentially outperform everything. James dives into how Kootenay Silver fits into the picture, with four silver deposits, comprising one of the biggest silver assets in Mexico for a junior company. Kootenay Silver Website: https://kootenaysilver.com Follow Koo...
Gerald Celente believes that most of the world has had enough of the US policing the planet, overthrowing governments, forcing regime change, and acting like an out-of-control warmonger on the global stage. Gerald points out that the death of the dollar is starting to accelerate, a fact represented by skyrocketing gold and silver prices, a trend he expects to continue as the old adage plays out: when all else fails, they take you to war. Get Your 'Stack Silver Not Fiat' Shirt: https://commod...
Gary Savage believes the banking cartel that has been manipulating silver prices for decades have now completely lost control of the market and won't be back again, as their short positions blow up in their faces and physical metals are starting to dictate prices once more. Gary explains why we are entering a parabolic phase for both gold and silver that will generate life-changing gains for those who know when to pile in, and when to exit positions when the mania reaches its peak. Get Your ...
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Comments (1)

Richard Desousa

such horse Shite... on the payroll of the paymaster

Jul 26th
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