Jesse Day

Commodity Culture

Business EN ↓ 568 episodes

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. 

Author

Jesse Day

Category

Business

Latest episode

Jul 11, 2026

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Episodes

When the Oil Cycles Turn, a 50 to 500x Return is Entirely Possible: Shubham Garg 04.01.2023

Founder and CEO of White Tundra Investments Shubham Garg doesn't see any other investment opportunity out there like the oil and gas sector. He explains how years of underinvestment in the sector, declining reserves worldwide, and the end of the shale oil boom are driving the supply/demand fundamentals into a very lucrative setup for investors poised to capitalize. White Tundra Investments: h...

The Big Players Manipulating Gold and Silver May Have Left the Stage: Craig Hemke 28.12.2022

Craig Hemke of the TF Metals Report has a suspicion that the major entities manipulating the gold and silver price may have stepped away, potentially allowing true price discovery in 2023. Craig also gives his take on CBDCs, climate lockdowns, and more. TF Metals Report: https://www.tfmetalsreport.com Subscribe to the FREE Commodity Culture Newsletter: https://readplaza.com/commodityculture Follow...

Nothing is Holding Silver Back From Hitting $50 in This Cycle: Lior Gantz 24.12.2022

Founder and Editor of Wealth Research Group Lior Gantz gives his forecast for silver and gold in 2023 and explains why he believes we are currently in a bull cycle for the precious metals. Lior also discusses the possibility of a BRICS nations currency, crypto money flowing into the gold sector, and the commodities he's most bullish on. Wealth Research Group: https://www.wealthresearchgroup.c...

These are the Uranium Stocks I'm Most Bullish On For 2023: Terry Papineau 21.12.2022

Notable uranium investor Terry Papineau joins the show to give a year in review for uranium in 2022 and his forecast on the top catalysts, stories, and stocks in the uranium sector as we move into 2023. Terry Papineau on Twitter: https://twitter.com/TerryPapineau2 Subscribe to the FREE Commodity Culture Newsletter: https://readplaza.com/commodityculture Follow Jesse Day on X: https://x.com/jessebd...

It's Crystal Clear That the ESG Agenda Has Come Back Like a Boomerang: Ronald Stöferle 14.12.2022

Fund Manager at Incrementum AG and author of the In Gold We Trust Report Ronald Stöferle provides his insights into the commodities market and the emerging energy crisis, particularly in regards to the damage caused by ESG regulations and so-called "green" government policies. Ronald also breaks down the fractional reserve banking system and gives his outlook on silver and gold. Full ver...

Once Big Funds Start Investing, It's Game On for Silver: Chris Marcus 07.12.2022

Chris Marcus of Arcadia Economics explains why he sees a major supply shortage for silver up ahead, with increased retail buying, industrial demand, and the potential for institutional investors to enter the space leading his thesis. Chris also lays out how he envisions a return to sound money, where precious metals once again form the backbone of our financial system. Arcadia Economics Channel:  ...

These Gold and Silver Mining Stocks Are Massively Underpriced: John Feneck 30.11.2022

Portfolio Manager and President of Feneck Consulting John Feneck reveals the gold and silver mining stocks that he sees the greatest opportunity in and explains why he believes holding physical precious metals is not an attractive proposition in the current market environment. John also discusses his top stock picks for the uranium, copper, and oil & gas sectors. Feneck Consulting: https://fen...

Nuclear and Natural Gas Will Be the Biggest Winners in the Energy Sector: Brian Gitt 23.11.2022

Energy Investor and Writer Brian Gitt explains why he sees nuclear power and natural gas as the future of energy, along with breaking down persistent myths around ESG and renewable energy like wind and solar. Brian Gitt on Twitter: https://twitter.com/BrianGitt Brian's Website: https://briangitt.com Subscribe to the FREE Commodity Culture Newsletter: https://readplaza.com/commodityculture Fol...

Demand For Uranium is Increasing Dramatically and Supply Can't Keep Up: Scott Melbye 21.11.2022

CEO of Uranium Royalty Corp Scott Melbye draws on his nearly 40 years of experience in the uranium sector to lay out his thesis for nuclear power and explain why he sees a dramatic increase in uranium demand developing. Uranium Royalty Corp: https://www.uraniumroyalty.com Subscribe to the FREE Commodity Culture Newsletter: https://readplaza.com/commodityculture Follow Jesse Day on X: https://x.com...

The Oil & Gas Sector Presents A Tremendous Opportunity Right Now: Josh Young 16.11.2022

Josh Young from Bison Interests joins the show to present his thesis for investing in oil and gas and explain why he doesn't see any opportunity in the commodities space that is quite as compelling. Bison Interests: https://bisoninterests.com Bison Interests on Twitter: https://twitter.com/BisonInterests Josh Young on Twitter: https://twitter.com/Josh_Young_1 Subscribe to the FREE Commodity C...

Can Commodities Weather the Bear Market Storm? With Patrick Karim 09.11.2022

Patrick Karim of Northstar & Badcharts provides an introduction to technical analysis for commodities investors and explains what the charts are telling him about both the broader market, and the commodities complex. Patrick sees a long and painful bear market ahead but can commodities provide a safe haven from the storm? Patrick on Twitter: https://twitter.com/badcharts1 Northstar & Badch...

The European Energy Crisis is Long-Term Bullish for Uranium: Doomberg 02.11.2022

The brilliant little green chicken Doomberg stopped by the show to give his views on the energy crisis in Europe and explain why the proliferation of nuclear power and uranium will increase as a result of policy mistakes that are forcing world leaders to reevaluate their approach to energy. Doomberg also gives his outlook on the oil & gas, coal, and precious metals sectors. Doomberg Substack:...

This is How You Win as a Commodities Investor: Rick Rule 26.10.2022

CEO of Rule Investment Media and legendary commodities investor Rick Rule joins the show to give a masterclass on the strategies and fundamentals that paved the way for his success. In addition, Rick gives his thoughts on where uranium, oil and gas, coal, and precious metals stand as investments in the current market environment. Let Rick Evaluate Your Portfolio: https://ruleinvestmentmedia.com Ru...

Prepare For Major Volatility in the Silver Price as True Value is Discovered: Galen McNamara 21.10.2022

CEO of Summa Silver Galen McNamara joins the show to give his macro outlook on the silver space and explain why he sees major price volatility in both silver and the broader commodities market as inevitable as true price discovery occurs and paper manipulation comes to an end. Summa Silver on Twitter: https://twitter.com/SummaSilver Subscribe to the FREE Commodity Culture Newsletter: https://readp...

Everything is Going to Get Chaotic, Including the Gold and Silver Price: Rafi Farber 19.10.2022

Rafi Farber of the End Game Investor explains his thesis for a worldwide monetary collapse that will result in the restoration of gold and silver as sound money. Rafi warns that before things get better, they're going to get a whole lot worse as chaos continues to spread throughout both society and financial markets. The End Game Investor: https://seekingalpha.com/checkout?service_id=mp_1347...

Silver Demand Will at Least Double in the Years Ahead: Peter Krauth 12.10.2022

Author of The Great Silver Bull Peter Krauth joins the program to explain why demand for silver is set to at least double in the years ahead. Solar panel technology and the push for a carbon neutral future, along with increased investment demand as inflation destroys fiat dollar purchasing power, are some of the main drivers behind Peter's theory. Get The Great Silver Bull: https://www.amazon...

Investment Opportunities in Emerging and Frontier Markets With the Wandering Investor 10.10.2022

Ladislas Maurice of The Wandering Investor joins the show to provide an overview of investing in emerging and frontier markets, such as Uzbekistan and Turkey, among many others. Ladislas also gives his take on the importance of personal sovereignty and the best places in the world to experience it, although he adds there is a price to pay to be truly free. The Wandering Investor: https://thewander...

Uranium Is One of the Best Plays for the Next Decade, Maybe Longer: Joseph Brown 05.10.2022

Joseph Brown of the Heresy Financial Youtube channel joins the show to provide his take on the current macroeconomic landscape where reckless monetary policy rules the day. Joseph points to uranium as one of the surest bets over the course of the next decade and breaks down his thesis on why nuclear power will be the preferred energy source in the near future. Heresy Financial Channel: https://www...

Gold and Silver Will Have Their Time in the Sun: Economic Ninja 03.10.2022

The Economic Ninja returns to Commodity Culture to give his views on the current state of the global economy, geopolitics, and the energy crisis. Ninja also explains why he believes gold and silver and still very undervalued and have a major role to play in these uncertain times. Economic Ninja on Youtube: https://www.youtube.com/c/TheEconomicNinja Subscribe to the FREE Commodity Culture Newslette...

Supply-Demand Fundamentals Are As Strong As Ever for Commodities: Gwen Preston 28.09.2022

Gwen Preston of the Resource Maven joins the show to give her breakdown of the commodities space and where she thinks uranium, gold, silver, and base metals are headed in the face of sky-high inflation and a full-blown energy crisis in Europe. The Resource Maven: https://resourcemaven.ca Evergreen Investing: https://promo.evergreeninvesting.ca Subscribe to the FREE Commodity Culture Newsletter: ht...

Agriculture & Energy are Intrinsically Linked, Here's How to Take Advantage: Jack Gamble 26.09.2022

Jack Gamble from Nobody Special Finance joins the show to break down the current state of the agriculture sector and explain how food commodities and energy are intrinsically linked. Jack discusses his approach to investing in agriculture and provides some basic guidelines for those interested in the space, as well as giving a detailed macro analysis of where he thinks the market is headed. Nobody...

When Things Go Wrong, I Want Gold in the Closet and Silver Under the Bed: Jim Rogers 21.09.2022

Legendary investor and best-selling author Jim Rogers joins the show to give his overview on the commodities markets and explain why most investors have too simplistic of a view when it comes to gold and silver. Jim points out that precious metals tend to fall along with the broader markets in a crash, but they do provide real security over the long run. Jim Rogers Website: https://www.jimrogers.c...

Uranium Setup Continues to Get Better Every Day: Justin Huhn 14.09.2022

Justin Huhn of Uranium Insider joins the show to provide an update on the uranium sector and explain why he sees the fundamentals today as more bullish than ever. Justin breaks down how the Russia-Ukraine conflict has pushed the setup for uranium into a position of even greater strength and provides insight into the long-term contracting cycle that he says is really starting to take off. Uranium I...

Veteran Uranium Investor Fabi Lara Shares Her Best Strategies For the Sector 07.09.2022

Prominent uranium investor Fabi Lara joins the program to explain how she was able to see the potential in uranium back in 2014, when a very real bear market for the commodity was in full effect. Fabi explains how Charlie Munger's framework for cognitive biases in investing helped her to formulate a strategy that allowed her to see the uranium bull run before it actually began. Fabi Lara on T...

Silver Stackers Will Be Rewarded In the Coming Financial Meltdown: David Morgan 31.08.2022

David Morgan of the Morgan Report returns to the program to give his current outlook on the silver market and why he thinks silver stackers with patience will be rewarded in what he sees as an inevitable financial meltdown on the horizon. David also provides invaluable information on investing in silver mining companies, including both positive signs and red flags to look out for when speculating...

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