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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.
434 Episodes
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Deepak Varshney, CEO of Formation Metals (OTCQB: FOMTF | CSE: FOMO) sees the continued debasement of fiat currency and the unfettered currency creation that has become the go-to remedy to sky high debt by governments means that gold will continue to rise much higher up ahead. Deepak breaks down the main catalysts he sees driving both the gold and gold mining sectors, along with explaining how Formation Metals fits into the picture, with their flagship N2 Gold Project in the Abitibi Greenstone...
Andy Schectman believes that silver's recent run was just a warmup for an ascension that will lead to prices most can't even fathom, as LBMA inventories dwindle, sovereign wealth and institutions start stacking physical metal, and the value of fiat currency continues to evaporate. Andy lays out a roadmap for the next leg of the silver bull market, along with providing his view on gold, and the direct connection between the fiat ponzi scheme we live under and the collapse of democracy in the W...
Michael Oliver has dialed up his bullish outlook for the silver market, with an admission that his last call for $60 was far too conservative. Michael lays out both the technical and fundamental indicators that lead him to believe we are headed to a triple digit price tag, along with explaining why silver miners are a screaming buy at these levels. Get Your Commodity Culture Merch: https://commodity-culture-shop.fourthwall.com Momentum Structural Analysis: https://www.olivermsa.com Follow J...
Martin Armstrong has grave concerns about the current trajectory of the Russia-Ukraine conflict, a situation he thinks risks spiraling out of control as bloodthirsty Neocons in Washington won't be satisfied until the war goes nuclear. Martin warns that both China and Iran know they will be next if Russia is subdued and as tensions escalate, both countries could enter the fray and unleash a global conflict of terrifying proportions. Get Your Commodity Culture Merch: https://commodity-culture-...
Ed Steer believes that the run to new all-time highs in the silver price was merely a warm up, as supply deficits, monetary debasement, and export restrictions are set to send the metal intro the stratosphere. Ed points out that if the bullion banks hadn't desperately stepped in to tamp down prices, we'd already be seeing silver soar to unimaginable heights and he breaks down how the manipulation took place and why those shorting silver are on borrowed time. Get Your Commodity Culture Merch:...
Matt Mackowiak, Director Government Affairs at Core Natural Resources (NYSE: CNR) points out that although many have declared that coal is dead, its use worldwide is actually on the rise and it will continue to play a key role in energy systems for years to come. Matt breaks down the supply-demand dynamics for coal, why coal is a crucial commodity, and how Core Natural Resources fits into the picture, with their significant metallurgical and high calorific value thermal coal production in the...
Ian Harris, CEO of Copper Giant (OTCQB: LBCMF | TSXV: CGNT) sees a massive shortfall of copper supply on the horizon, just as insatiable demand from AI data centers and electrification surge to the forefront and market participants scramble to secure the metal. Ian breaks down how Copper Giant fits into the picture, with their flagship Mocoa copper-molybdenum porphyry deposit in Putumayo, Colombia. Copper Giant website: https://coppergiant.co Follow Copper Giant on X: https://x.com/Cu_Gian...
Clem Chambers sees global conflict on the rise, an environment in which gold thrives, and he thinks one war in particular could push the gold price to $10,000. Clem outlines when he thinks it will break out, who the players involved are, and its implications for the global economy and financial markets. Clem also places his bets on who will win the AI race, how the European economy will fare, whether the concept of a free market is truly dead and buried, and much more. Get Your Commodity Cul...
Alasdair Macleod thinks the rapid rise of gold and silver has been sending a dire warning about a comping collapse in the credit market that will wipe out trillions in value. Alasdair makes a case that precious metals will be the sole survivors when what he calls the biggest bubble in history finally busts. Get Your Commodity Culture Merch: https://commodity-culture-shop.fourthwall.com MacleodFinance Substack: https://www.macleodfinance.com Follow Alasdair on X: https://x.com/MacleodFinance...
Edward Dowd thinks the broad market, driven largely by a massive bubble in overvalued AI stocks, is inching closer to the edge of the abyss as a mounting crisis in the real estate and credit sector make themselves apparent. Edward argues that the meltdown will happen quickly, and those caught up in the euphoria of the tech sector may find themselves losing their shirts when the bubble finally bursts. Get Your Commodity Culture Merch: https://commodity-culture-shop.fourthwall.com Phinance Te...
Ian Everard sees a mass extinction event for physical silver on the horizon, as LBMA inventories drop to zero, and a variety of silver bullion products suddenly become unavailable in a shocking development that can only put massive upward pressure on the silver price. Visit our sponsor, ARK Silver Gold Osmium: https://arksgo.com Contact them at (307) 264-9441 Ian@ArkSGO.com Follow Jesse Day on X: https://x.com/jessebday Commodity Culture on Youtube: https://youtube.com/c/CommodityCulture
Allen Sabet, CEO of Mogotes Metals (OTCQB: MOGMF | TSXV: MOG) believes the copper story is just getting started, as both current and projected demand rises to incredible levels, driven by monetary debasement, the electrification of the world, the AI race, and the rise of developing nations. Allen points out that the supply side has no hope of meeting this demand in the short term, which is why we need to find more copper, a task Mogotes Metals is currently undertaking at their Filo Sur projec...
Dave Collum is not optimistic on the trajectory of the broad market, as capital quietly blows up beneath the surface, AI spend gets ignited into the void, and investors pile into a complacency bubble that can only end in disaster when reality rears its ugly head. Dave points out that gold and silver's epic run could be a sign of greater problems for the economy, along with explaining how he thinks the US-China trade war could throw an additional wrench into the gears of a machine that has bee...
Lobo Tiggre thinks the physical silver shortage currently causing prices to skyrocket could translate into a triple digit price tag for the metal, if the situation continues. Lobo emphasizes that this time, the silver squeeze is real and as the retail crowd and Wall Street wake up to silver's role as money in a world of ballooning government debt and currency debasement, the sky's the limit for the silver price. Get Your Commodity Culture Merch: https://commodity-culture-shop.fourthwall.com ...
Thomas Lamb, CEO of Myriad Uranium (OTCQB: MYRUF | CSE: M) isn't surprised at the outperformance of uranium stocks at this point, as a perfect storm sweeps the sector and exposes a supply-demand imbalance that is far more severe than most analysts were anticipating. Thomas breaks down how the US government's scramble for domestic production changes the game, along with explaining how Myriad Uranium fits into the picture, with their Copper Mountain uranium project in Wyoming. Myriad Uranium w...
Josh Young thinks that while all eyes are on gold and silver ripping to new all-time highs, oil's recent price drop has made it a much more attractive target for contrarian-minded investors and he believes it could be the next commodity to shock the market to the upside, as the fundamental picture remains extremely bullish. Josh outlines his latest thesis for the oil and gas sector and breaks down why the US-China trade war is a massive wildcard, why OPEC+ production increases are far less be...
Marc Levy, CEO of Norsemont Mining (OTC: NRRSF | CSE: NOM) sees this gold market as a different animal than most, with very few pullbacks along the way and a parabolic rise that leads him to believe we still have a long ways to go before reaching the peak. Marc breaks down how he sees the gold market evolving up ahead, along with explaining how Norsemont Mining fits into the picture, with their advanced staged gold-silver-copper project in Chile. Norsemont Mining website: https://norsemont.c...
Jay Martin believes that gold's rise is a textbook bull market for the metal, as geopolitical uncertainty reigns, debt skyrockets globally, and central banks seek to divest themselves of dollars in an era of broken trust. In addition to going deep on precious metals markets and the main catalysts driving both the metals and the mining stocks, Jay outlines his investment thesis for nickel and why he sees it as the next major bull market in the commodities sector. Get Your Commodity Culture M...
Simon Clarke, CEO of American Critical Minerals (OTCQB: APCOF | CSE: KCLI) gives his take on the resurgence in lithium, as supply deficits enter the picture for the first time in several years and the US government takes a direct stake in lithium production. Simon also discusses potash being added to the critical minerals list in the US and explains how American Critical Minerals fits into the picture, with their fully-permitted Green River project in Utah. American Critical Minerals website...
David Hunter believes that the broad market is about to complete the final leg of its current run, one that will end in a spectacular parabolic move before reversing direction and wiping out greedy investors who piled in as FOMO took hold. In the aftermath of this bust, David is calling for $20,000 gold and $500 silver, in addition to a commodity supercycle that will see hard asset prices soar beyond what most analysts could ever imagine. Get Your Commodity Culture Merch: https://commodity-c...
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such horse Shite... on the payroll of the paymaster