Jesse Day
Commodity Culture
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
Podcast website
Latest episode
Jul 11, 2026
Where to listen?
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Episodes
'Uprisings Everywhere' - Iran War Just the Start of Global Chaos: Martin Armstrong 11.04.2026 44:38
Earn up to a 4% yield on your physical gold or silver, paid in gold ounces: https://Monetary-Metals.com/Commodity Martin Armstrong believes that the war in Iran and the devastation it has caused, both to human lives and the global economy, rests on the head of Benjamin Netanyahu and his decades-long obsession with the destruction of Iran. Martin warns that this conflict in the Middle East is threa...
'It's Not Just an Oil Story' - How Will Gold and Uranium React as Ceasefire Breaks? Ben Elvidge 09.04.2026 29:59
Ben Elvidge, product lead at Metals.io, believes the continuing difficulties getting ships through the Strait of Hormuz is more than just an oil story, and he outlines how he thinks gold, uranium, and rare earths markets will play out as Trump's tenuous ceasefire appears to be breaking. Ben also dives into the Metals.io platform, and how it allows digital ownership of a number of metals and m...
Don't Count Out Gold and Silver, Long Term Trend 'Extremely Constructive': Sheldon Inwentash 08.04.2026 21:30
Earn up to a 4% yield on your physical gold or silver, paid in gold ounces: https://Monetary-Metals.com/Commodity Sheldon Inwentash brings his decades of experience in the resource sector to the table to provide his thoughts on gold, silver, copper, uranium, energy, and more, and he breaks down his views on why commodities are a fantastic place to be positioned in 2026. Get Your 'Stack Silver...
Silver To New Highs 'In 2026' as 'Highway to Hyperinflation' Dead Ahead: Mark Thornton 07.04.2026 47:50
Earn up to a 4% yield on your physical gold or silver, paid in gold ounces: https://Monetary-Metals.com/Commodity Mark Thornton thinks the recent dip in the silver price is a temporary phenomenon, and as the Fed executes stealth QE, debt and deficits spiral out of control, and wartime spending breaks the government coffers, the rise of both silver and gold is inevitable up ahead. Get Your 'St...
URANIUM Supply Deficit 'Getting Worse' - Price Going 'Much Higher' Ahead: Steven Gold 06.04.2026 27:50
Steven Gold, CEO of Jaguar Uranium (NYSE American: JAGU) points out the rapidly increasing supply deficit for uranium, as legacy mines face production challenges, utilities scramble to secure pounds, and the AI arms race accelerates, driving demand to levels the current market simply cannot meet. Steven explains how Jaguar Uranium fits into the picture, with their portfolio of uranium projects in...
Silver Headed to $300 - $500 This Year and 'It Will Stay There': Michael Oliver 04.04.2026 47:10
Earn up to a 4% yield on your physical gold or silver, paid in gold ounces: https://Monetary-Metals.com/Commodity Michael Oliver is making a bold call: silver will surge to $300 to $500 this year, entering a new price reality, as monetary debasement and industrial demand pushes the metal to price levels that will shock the market. Michael also reveals why he thinks silver mining stocks will outper...
$100 Silver Was 'Just a Taste' of Coming 'Generational Bull Market': Galen McNamara 03.04.2026 22:02
Galen McNamara, CEO of Silver47 (OTCQX: AAGAF | TSXV: AGA) believes that silver's run to triple digits earlier in the year was merely a preview of a coming bull market he thinks will result in a generational opportunity for those who understand the fundamentals of the sector. Galen explains how Silver47 fits into the picture, with their focus on high-grade silver exploration in the United Sta...
Gold, Silver, Copper in 'Really Good Shape' as 'Bullish Signals' Intensify: Peter Smith 01.04.2026 25:42
Peter Smith, CEO of Sasquatch Resources (CSE: SASQ) thinks the future looks very bright for gold, silver, and copper, and he breaks down the main catalysts he thinks will drive the next leg of this bull market in all three metals. Peter also dives into how Sasquatch Resources fits into the picture, with their unique model of reclaiming high grade ore from legacy mine waste rock in British Columbia...
'Trump is Trapped' in Iran as Israeli Fanatics Push For Total Armageddon: Bob Moriarty 31.03.2026 40:59
Earn up to a 4% yield on your physical gold or silver, paid in gold ounces: https://Monetary-Metals.com/Commodity Bob Moriarty thinks the war in Iran won't be winding down anytime soon, as the Trump administration finds themselves bogged down in the Middle East with no clear path to victory, facing an Iranian regime that is fighting for the very survival of their nation. Bob ultimately thinks...
Iran War 'Final Nail' in Coffin of US Economy - 'It's Spiraling Out of Control': Melody Wright 27.03.2026 39:06
Earn up to a 4% yield on your physical gold or silver, paid in gold ounces: https://Monetary-Metals.com/Commodity Melody Wright sees the US attack on Iran as a desperate bid to extract as much wealth and resources as possible for the political class in a brazen loot-the-system initiative that will send shockwaves through the global economy. Melody argues that the US is prepared to default on its d...
This War is For the Dollar - Watch Gold as Major Escalation Imminent: Eric Yeung 26.03.2026 40:44
Earn up to a 4% yield on your physical gold or silver, paid in gold ounces: https://Monetary-Metals.com/Commodity Eric Yeung believes that this war with Iran is presenting a major threat to the petrodollar system, as the country ramps up its oil-for-RMB transactions with China and America's Gulf allies are left to fend for themselves. Eric believes both gold and silver are set to bounce back...
Ignore the Short Term Noise - Bullish Trends Driving Gold 'Firmly Intact': Tim Smith 25.03.2026 18:15
Tim Smith, CEO of U.S. GoldMining (NASDAQ: USGO) goes through several of the short-term headwinds currently causing a dip in the price of gold and why as an investor, it pays to focus on the long-term bullish trend that he believes continues to strengthen. Tim lays out how U.S. GoldMining fits into the picture, with their 100%-owned Whistler Gold-Copper project in Alaska. U.S. GoldMining Website:...
'Uncertainty' in Markets Driving Major Opportunity in Uranium For Contrarians: Janet Sheriff 23.03.2026 24:37
Janet Lee-Sheriff, CEO of Verdera Energy (TSXV: V), believes that there's plenty of upside ahead in the uranium market for patient contrarians who can see the writing on the wall when it comes to the growing supply deficit, the new nuclear renaissance emerging worldwide, and the insatiable appetite for energy in the AI arms race. Janet explains how Verdera Energy fits into the picture, with t...
'No Buffer' To Stop ENERGY From Soaring as Hormuz Choked and War Escalates 20.03.2026 29:32
Paul Clarke, CEO of CanCambria Energy (OTCQB: CCEYF | TSXV: CCEC) breaks down why the effective closure of the Strait of Hormuz and continued escalation in the Iran war is putting a major squeeze on energy prices that doesn't look like it will let up anytime soon. With Europe facing a potential energy crisis, Paul explains why domestic production of natural gas is vital to the region, and he...
'The System is Dead' - Silver to $1,000+ as 'Doom Loop' Accelerates: Lynette Zang 19.03.2026 44:16
Earn up to a 4% yield on your physical gold or silver, paid in gold ounces: https://Monetary-Metals.com/Commodity Lynette Zang is reiterating her call for 4-digit silver ahead, as she believes multiple doom loops are currently active in the financial system and global economy that are set to spiral out of control and send fiat currencies to their untimely end. In such a scenario, gold would also r...
Lithium's Epic Comeback in 2026 - 'Huge Increase' in Demand as Price Soars: Teague Egan 18.03.2026 44:24
Teague Egan, CEO of EnergyX, believes that the lithium market is firmly on the comeback trail, as prices start to rise and demand experiences a massive increase, largely driven by battery energy storage systems used to power AI data centers, along with continuing EV adoption. Teague breaks down the investment thesis for lithium in 2026, along with explaining how EnergyX fits into the picture, with...
Why Isn't Gold Spiking as Iran War Rages? 'Be Careful What You Wish For': Keith Weiner 17.03.2026 33:26
Earn up to a 4% yield on your physical gold or silver, paid in gold ounces: https://Monetary-Metals.com/Commodity Keith Weiner breaks down why gold and silver have been falling as the war in Iran escalates, and although he believes the long term trajectory for both metals is much higher, he cautions against hoping for a massive spike in gold because in such a scenario, the war could go nuclear. Ke...
Copper Boom Incoming - 'Very Strong' Future Amid Global Demand Surge: Ian Graham 16.03.2026 29:20
Ian Graham, President of Oroco Resource Corp. (OTCQB: ORRCF | TSX-V: OCO) sees a myriad of drivers poised to send the copper price soaring higher and he gets into the weeds on supply-demand dynamics, recent price action, long term forecasts, and much more. Ian also explains how Oroco Resource fits into the picture, with the second phase of their drill program at their flagship Santo Tomás project...
Copper Next Up to Shock the Market - 'Serious' Deficit as Demand Skyrockets: Ian Harris 13.03.2026 36:43
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 fl...
Silver Rally of 'Biblical Proportions' Ahead, Shorts 'Fighting a Losing Battle': Ed Steer 12.03.2026 40:57
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 reach...
Silver 'Just Waking Up' - $300+ In Play For 2026: Andy Schectman 11.03.2026 31:09
Earn up to a 4% yield on your physical gold or silver, paid in gold ounces: Monetary-Metals.com/Commodity Subscribe to the FREE Commodity Culture Newsletter: https://readplaza.com/commodityculture Follow Jesse Day on X: https://x.com/jessebday Commodity Culture on Youtube: https://youtube.com/c/CommodityCulture
This Uranium Market 'Different Than Ever Before' - 'We're in Structural Deficit' Now: Mark Mukhija 06.03.2026 19:04
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 pictu...
'Buy Stuff That's Cheap' - Mining Stocks With Massive Upside: Mining Stock Monkey 05.03.2026 36:16
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 t...
'World Collectively' Dumping Dollars, $10k Gold 'When, Not If' Question: Gianni Kovacevic 04.03.2026 34:35
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 wha...
Regime Change, Forever Wars, and the Madness of the 'Elite': Marc Faber 03.03.2026 43:11
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 fin...
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