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Commodity Culture
Commodity Culture
Author: Jesse Day
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© 2026 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.
500 Episodes
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Ian Harris, CEO of Copper Giant (OTCQB: LBCMF | TSXV:CGNT) sees copper as the next metal to rise dramatically, as the supply side faces a myriad of challenges and the accelerating AI arms race drives demand beyond the expectations of many analysts. Ian explains how Copper Giant fits into the picture, along with providing an update on their 2026 exploration plans and their upcoming PEA for their flagship Mocoa project in Columbia. Copper Giant Website: https://coppergiant.co Follow Copper Gia...
Earn up to a 4% yield on your physical gold or silver, paid in gold ounces: https://Monetary-Metals.com/Commodity Ed Steer has been carefully watching the concentrated short positions in the silver market, along with the latest data on inventories and deliveries on the COMEX, LBMA, and Shanghai Futures Exchange, and what he sees is shocking. Ed believes the bullion banks shorting silver have reached the end of their rope and will soon be left scrambling to cover in a rally of biblical proport...
Earn up to a 4% yield on your physical gold or silver, paid in gold ounces: Monetary-Metals.com/Commodity Follow Jesse Day on X: https://x.com/jessebday Commodity Culture on Youtube: https://youtube.com/c/CommodityCulture
Mark Mukhija, CEO of Eagle Nuclear Energy (NASDAQ: NUCL) points out that we are already in a significant and persistent supply deficit for uranium, and demand has nowhere to go but up as big tech and governments move to ramp up nuclear energy generation in the face of an AI arms race that will send electricity requirements soaring. Mark also breaks down how Eagle Nuclear Energy fits into the picture, with a focus on developing the nation’s largest conventional uranium deposit combined with pr...
Get 25% off Mining Stock Monkey VIP for one year. Limited to the first 20 listeners: https://miningstockmonkey.com/products/vip?promo=JESSE25 Jordan Rusche has a simple but powerful strategy when it comes to the mining sector: buy stocks that are cheap and sell them when they get expensive. Although this sounds easy, the world of junior mining is fraught with risk, and failure is the rule rather than the exception. To address this, Jordan brings not only a thorough breakdown of his approach ...
Gianni Kovacevic sees the continued rise of both gold and silver as inevitable, with out-of-control money printing, ballooning government debt and deficits worldwide, and a major geopolitical risk premium ignited by war with Iran. Gianni also dives into the value being presented by lithium, phosphate, copper, and natural gas, along with the companies he's investing in to take advantage of what he sees as a generational opportunity in the commodities sector. Get Your 'Stack Silver Not Fiat' S...
Marc Faber has had enough of America's hegemonic aggression and their role as Israel's puppet on the international stage, and this latest attack on Iran, which threatens to engulf the Middle East in war, is yet another example of short sighted policies driven by blackmailed politicians devoid of empathy. Marc speculates how this war could evolve, how it could affect gold, silver, and financial markets in general, along with discussing why the Epstein files could be the main factor driving thi...
Drew Zimmerman, CEO of Noble Plains Uranium (OTCQB: NBLXF | TSXV: NOBL), points out that the US government, along with tech giants such as Meta and Google, have placed a massive bet on nuclear being the future of energy production, and that means uranium demand is continuing to skyrocket in the face of persistent supply deficits. Drew also breaks down how Noble Plains Uranium fits into the picture, along with sharing promising drill results from their flagship Duck Creek project in Wyoming. ...
Edward Dowd sees a massive storm on the horizon when it comes to the broad market and he thinks that when reality finally sets in, we're headed for a 40 to 50% correction as capital flees overvalued tech. Ed outlines which areas of the market he thinks could act as a ballast, including gold and silver, along with diving into the Epstein files, the alien invasion distraction tactics being employed by the US government, and much more. Get Your 'Stack Silver Not Fiat' Shirt: https://commodity-...
Ian Everard reveals that the current spot price of silver isn't reflecting the reality on the ground: supply is extremely scarce and premiums are pushing certain sovereign coins over $100 an ounce. Ian breaks down how Trump's recent tariff increase, a potential war with Iran, and increasing monetary and industrial demand are changing the game when it comes to the silver market. Visit our sponsor, ARK Silver Gold Osmium: https://arksgo.com Contact them at (307) 264-9441 Ian@ArkSGO.com Discla...
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...




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