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Commodity Culture
Commodity Culture
Author: Jesse Day
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© 2025 Commodity Culture
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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.
462 Episodes
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Jack Gamble isn't buying the AI hype and the promises of future cash flows as CEOs burn through unprecedented amounts of capital in an arms race that is set to fall flat on its face in 2026. Jack breaks down the accounting gimmicks, the lies and deception, and the complicity of Wall Street in fleecing investors, along with explaining why gold and silver are the assets you want to be holding when the dust settles after the bubble bursts. Get Your 'Stack Silver Not Fiat' Shirt: https://commodi...
Bob Moriarty believes triple digit silver is a very real possibility in 2026, and the price action we've seen recently as the metal soared to new all-time highs has him concerned that something is deeply broken about the global monetary system. Bob points out that gold and platinum are also screaming higher and the loss of stability in precious metals markets means we could be in for plenty of chaos on the global stage ahead. Get Your 'Stack Silver Not Fiat' Shirt: https://commodity-culture-...
Ian Harris, CEO of Copper Giant (OTCQB: LBCMF | TSXV: CGNT) sees a lot of similarities between the setup for silver before it started to go parabolic, and where copper is positioned right now, and he breaks down the main catalysts that he thinks could produce a price spike that will shock investors. Ian breaks down how Copper Giant is positioned to take advantage of rising prices in the copper market, with their flagship Mocoa project in Colombia, one of the largest undeveloped copper resourc...
Tom Luongo believes the US government is plotting a financial weapon of mass destruction in the form of gold-backed bonds, one that could wipe out the globalist agenda and send the bankers in London and the EU elites reeling. Tom breaks down how he sees it all unfolding, along with providing his thoughts on the potential for peace in Ukraine, why Trump's threats towards Venezuela are not what they seem, and much more. Get Your 'Stack Silver Not Fiat' Shirt: https://commodity-culture-shop.fou...
Shawn Khunkhun, CEO of Dolly Varden Silver (NYSE American: DVS | TSX-V: DV) and Rick Van Nieuwenhuyse, CEO of Contango Ore (NYSE American: CTGO) believe that both gold and silver have a long way to run, as the Fed fires up a new version of QE, industrial demand for both metals is on the rise, and the market wakes up to the true value of both metals, which is much higher than today's prices. The duo also dive into the exciting merger between both of their companies, how it is set to drive prog...
John Passalacqua, CEO of First Phosphate (OTCQX: FRSPF | CSE: PHOS) dives into the incredible setup for phosphate, why it has recently been declared a critical mineral in the US, and why the major lack of North American production means it could enter a major bull market in 2026. John breaks down how First Phosphate is playing a major role in bringing not only a domestic supply of phosphate online, but in creating a mine-to-market supply chain for lithium iron phosphate batteries. First Phos...
Gianni Kovacevic is very bullish on the gold and silver sector and he believes the precious metals mining space is an area where speculators can still make outsized returns as both metals are soaring. Gianni also unpacks what he thinks are the next commodities to go parabolic, and he outlines his strategy for allocating capital in what he sees as a generational opportunity ahead in the mining sector. Get Your 'Stack Silver Not Fiat' Shirt: https://commodity-culture-shop.fourthwall.com/produ...
Don Casturo and Kristof Gleich are seeing a clear paradigm shift when it comes to both precious metals and the commodities market as a whole, driven by deglobalization, dollar devaluation, shifting monetary policy, and a world waking up to the importance of hard assets. The duo provide their view on gold, silver, copper, nickel, and more, along with diving into how they're taking advantage with their investment strategies at Quantix Commodities and Harbor Capital. Harbor Capital Website: htt...
Peter Schiff sees much higher prices for both gold and silver as we head into the New Year, driven by a rapidly devaluing US dollar, moronic fiscal and monetary policy in America, and a Fed that is losing all credibility, as it launches a new QE program and is set to lose independence when President Trump installs a new chair who will follow orders without question. Get Your 'Stack Silver Not Fiat' Shirt: https://commodity-culture-shop.fourthwall.com/products/stack-silver-not-fiat-t-shirt E...
Lynette Zang believes that once the paper manipulation game completely ends and true price discovery occurs in the silver market, the metal is headed to four digits, in a move that will shock investors who aren't paying attention. Lynette points out that silver's rapid rise past $60 is only the beginning of a parabolic run driven by physical demand and not rigged paper promises. Get Your 'Stack Silver Not Fiat' Shirt: https://commodity-culture-shop.fourthwall.com/products/stack-silver-not-fi...
Chris Showalter, CEO of Lifezone Metals (NYSE: LZM) thinks we could be on the cusp of a breakout in the nickel market, as the world wakes up to the importance of the metal and prices could be bottoming. Chris points out that Indonesia's dominance of nickel production changes the game and explains why Lifezone Metals, with their world-class Kabanga nickel project in Tanzania, is set to play an integral role in the future of this undervalued metal. Lifezone Metals Website: https://lifezonemet...
Keith Weiner is seeing something unprecedented in the silver market, as prices for silver in the future recently dropped lower than current prices, a phenomenon known as backwardation that indicates an extremely tight supply. This fact, coupled with rapidly increasing demand from India and silver reestablishing itself as a monetary metal, leads Keith to believe prices could be headed much higher up ahead. Get Your 'Stack Silver Not Fiat' Shirt: https://commodity-culture-shop.fourthwall.com/p...
Mark Smith, CEO of NioCorp (NASDAQ: NB) is on a mission to reshore some of the most critical minerals to the American defense industry, metals such as Niobium and Scandium, with supply chains currently dominated by China. Mark breaks down the macro factors driving these metals, along with explaining how NioCorp plans to achieve its objectives, with the full backing of the federal government and the pentagon in bringing their polymetallic Elk Creek project online in Nebraska. NioCorp Website:...
John Feneck's conviction in the silver space has paid off and as the metal surges to all-time highs, he thinks the silver mining sector is set to go ballistic. John reveals his top picks in both the silver and gold mining sector, including some new entries to his portfolio, along with providing his outlook for both metals, why the AI bubble could be set to burst in 2026, his prediction for the Fed's next move, and much more. Get Your Commodity Culture Merch: https://commodity-culture-shop.f...
Clive Thompson believes this silver bull market is not being driven by wild speculation but rather by rock solid fundamentals, including a glaring supply deficit that threatens to send prices soaring to new real all-time highs, which he estimates to be around $180 an ounce. Clive reveals the silver mining stocks he thinks most stand to benefit from such a move, along with providing his thoughts on the gold market, AI mania, the coming digital Euro, and much more. Get Your Commodity Culture M...
Roger Lemaitre, CEO of Homeland Uranium (OTCQB: HLUCF | TSXV: HLU) thinks that the Trump administration's push to build more nuclear reactors in the US and encourage domestic uranium production is a game-changer for the industry. Roger breaks down how he sees this development impacting uranium developers and producers in America, including Homeland Uranium, with their US-focused uranium projects and commencement of a drill program at their Coyote Basin property. Homeland Uranium Website: htt...
Steve Penny has been following the silver space for a long time now and he believes we could be on the cusp of a parabolic move for the metal that will take us well into a triple digit price environment. Steve outlines both the fundamental and technical factors driving his thesis, along with discussing why he is bullish on uranium, platinum, and more. Get Your Commodity Culture Merch: https://commodity-culture-shop.fourthwall.com Silver Chartist: https://silverchartist.com Follow Jesse Day ...
Marc Henderson, CEO of Laramide Resources (OTCQX: LMRXF | TSX: LAM) believes that we are in the middle of the greatest uranium bull market in the history of the sector, and he breaks down the multitude of catalysts that he believes will drive prices much higher. Marc also dives into how Laramide Resources fits into the picture, with their diversified portfolio of development and exploration projects spread around the world. Laramide Resources Website: https://laramide.com Follow Laramide Re...
Alex Krainer thinks that both the EU's plans to start a full-scale war with Russia and Israel's continued attacks in the Middle East will eventually fall flat on their face, leading to a spectacular defeat that could spell disaster for both of them. Alex outlines how out-of-control corruption, along with severe delusion among the political leadership has brought us to the point of no return - and there may be no way out for the warmongers pulling the strings of power. Get Your Commodity Cult...
Ian Everard brings inside information from the precious metals industry regarding the lack of silver availability and the rapidly rising wholesale premiums that he believes indicate structural tightness in the market that is bubbling beneath the surface. Ian also dives into silver inventory shortages at the LBMA, the implications of silver being declared a critical mineral by the US, and much more. Visit our sponsor, ARK Silver Gold Osmium: https://arksgo.com Contact them at (307) 264-9441 I...




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