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
Government and Big Tech All-In on Uranium - 'Supply Can't Keep Up': Drew Zimmerman 02.03.2026 31:18
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...
'A Storm is Coming' - '40 to 50%' Crash Ahead as AI Bubble Starts to Crack: Edward Dowd 28.02.2026 42:30
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 empl...
Silver 'Disappearing' as Premiums Skyrocket - 'Completely Insane': Ian Everard 25.02.2026 47:46
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...
Oil Headed Back to $100+, 'Every Area' of Energy Set to Soar: Josef Schachter 22.02.2026 40:53
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: http...
US Army 'Under Israeli Command' - '99% Chance' of War With Iran: Douglas Macgregor 21.02.2026 42:04
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: http...
Worst Crash Since 2008 Ahead, Then '$20k Gold, $500 Silver': David Hunter 20.02.2026 34:52
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 see...
Is Energy a Contrarian's Dream? Peak Oil Demand 'Lifetimes Away': Will Ulrich 13.02.2026 32:27
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 generat...
EU 'Set to Expire' as 'Tornado of Incompetence' Leads to Economic Suicide: Doomberg 12.02.2026 44:44
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 V...
Silver Must Reset To 'Multiples of Current Price' To Resolve 'Huge' Deficit: David Jensen 11.02.2026 39:27
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 ec...
Silver Headed Back to $100+, There's 'No Answer' to Supply Deficit: Thomas Lamb 06.02.2026 35:14
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 Metal...
Forget $100 - Today's Silver Price Means Miners Will Go Ballistic: Shawn Khunkhun 05.02.2026 27:42
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 recen...
'Biggest Global Debt Binge' in History Will Drive Silver to $500: Steve Penny 04.02.2026 35:42
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://commodit...
'It's a Psyop' - Bankers' Last Ditch Silver Smash Won't Hold: Mario Innecco 03.02.2026 37:14
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 wi...
Uranium Set to Soar as Supply Deficit Grows and Global Power Demand 'Surging': Sam Hartmann 02.02.2026 23:57
Sam Hartmann, VP of Exploration at F3 Uranium (OTCQB: FUUFF | TSXV: FUU) thinks the catalysts driving the uranium market continue to grow stronger, and he points out that although AI data centers and SMR adoption are interesting narratives, it's the glaring and growing supply deficit that will drive this market to higher prices. Sam also breaks down how F3 Uranium fits into the picture, with...
China Buying 'Huge Quantities' of Silver - Will They Use It To Back the Yuan? Alasdair Macleod 31.01.2026 46:53
Alasdair Macleod has a theory that one of the reasons China has been accumulating such massive amounts of silver, along with being one of the biggest producers of the metal in the world, is to prepare for a move to back the yuan and go on a silver standard in the country. Alasdair makes his case for what could be an earth-shattering move that would hasten the death of the dollar and change our mon...
Gold Could Surge to $20,000+ 'A Lot Faster Than People Expect': James Rickards 30.01.2026 44:41
James Rickards is reiterating his call for $23,000 gold, and he breaks down all the factors currently driving his thesis and how market psychology will play a role in driving gold to 5-digits. James also explains why he thinks silver still has a long way to go, why the illusion of Fed independence is being shattered and what it means for markets, the Trump administration's revival of the Monr...
Silver - We're Going 'Much Higher' Than $1,000: Michael Piccioni 29.01.2026 32:18
Michael Piccioni thinks that not only is $1,000 a realistic price target for silver, but he expects much higher prices than that as the gold silver ratio continues to trend closer to the rate at which it's actually mined at around 10 to 1. Michael points out that as gold keeps climbing and the debt and deficits keep rising, the general public will continue to lose faith in fiat currencies, le...
Deficits, Debasement, and Big Money's Blessing - The 'Perfect Storm' for GOLD: Trey Wasser 22.01.2026 37:36
Trey Wasser, CEO of Dryden Gold (OTCQB: DRYGF | TSXV: DRY) explains why the gold market paradigm is changing course, as fundamental factors meet tectonic shifts in geopolitics and monetary policy, leading to a perfect storm for the metal that could see much higher gold prices ahead. Trey breaks down how Dryden Gold fits into the picture, with their 100% interest in a dominant strategic land positi...
Rick Rule Sold 80% of His Silver to Buy These Miners - 'I Know I Did the Right Thing' 21.01.2026 57:54
Rick Rule hates to break it to the devout stackers who won't sell at any price, but he recently unloaded 80% of his physical silver and rotated much of that capital into silver mining stocks. Rick breaks down his reasoning behind the trade, why getting too emotionally attached to an asset class can spell disaster for investors, how he approaches evaluating companies in the precious metals min...
The Hidden Agenda Behind Trump's Chaos - Globalists in 'Hysterical Panic': Alex Krainer 20.01.2026 45:35
Alex Krainer lays out the players and the game being played on the geopolitical stage, as Trump ignites chaos by abducting Venezuelan President Nicolas Maduro and sets his sights on acquiring Greenland by any means necessary. Alex points out the method behind the madness, including why Russia and China could actually be colluding with the US on bringing about a new global alliance, why the British...
'Mind-Blowing' Rise in Silver is 'Just the Beginning': James McDonald 19.01.2026 21:11
James McDonald, CEO of Kootenay Silver (OTCQX: KOOYF | TSXV: KTN) thinks we are still the early stages of a massive bull run for silver, and as a myriad of catalysts continue to drive the price higher, silver mining stocks are setup to potentially outperform everything. James dives into how Kootenay Silver fits into the picture, with four silver deposits, comprising one of the biggest silver asset...
'The Death of the Dollar Has Begun' - US Hegemony To Implode in 2026: Gerald Celente 16.01.2026 33:48
Gerald Celente believes that most of the world has had enough of the US policing the planet, overthrowing governments, forcing regime change, and acting like an out-of-control warmonger on the global stage. Gerald points out that the death of the dollar is starting to accelerate, a fact represented by skyrocketing gold and silver prices, a trend he expects to continue as the old adage plays out: w...
'They're Done' - Cartel Suppressing Silver is Dead and Buried: Gary Savage 15.01.2026 47:32
Gary Savage believes the banking cartel that has been manipulating silver prices for decades have now completely lost control of the market and won't be back again, as their short positions blow up in their faces and physical metals are starting to dictate prices once more. Gary explains why we are entering a parabolic phase for both gold and silver that will generate life-changing gains for...
Silver Delivery Demand Exploding - 'Who Just Bought 65M Oz?' Andy Schectman 13.01.2026 47:43
Andy Schectman is completely focused on physical silver deliveries right now and according to the data, demand is going parabolic as big money stands for delivery from the COMEX every single month. Andy believes the paradigm has completely changed when it comes to the silver market, as paper contracts are getting replaced with real physical demand, in a new reality that could see prices well into...
Market Has 'Stage 4 Cancer' as 'Unprecedented' Valuations Must Face Reality: Dave Collum 10.01.2026 58:12
Dave Collum is well aware that he's been pounding the table over an inevitable correction in the broad market for some time now, but he points out that the market can always remain irrational longer than most anticipate, and he brings heaps of data that show we are at truly unprecedented valuations that will need to face reality at some point. Dave also dives into his forecast for gold, silve...
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