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

Where to listen?

Podcasts in the app Replaio Radio Coming soon

Podcasts are coming to the app soon. Install now and be the first to see a whole new take on podcasts

Get it on Google Play Install for free Android 5M+ downloads · 4.8 rating iOS soon

Episodes

Silver Vanishing as Premiums Skyrocket - 'People are Demanding Physical': Ian Everard 25.11.2025

Ian Everard brings inside information from the precious metals industry regarding the lack of silver availability and the rapidly rising wholesale premiums that he believes indicate structural tightness in the market that is bubbling beneath the surface. Ian also dives into silver inventory shortages at the LBMA, the implications of silver being declared a critical mineral by the US, and much more...

As the Dollar Dies, Copper Flies - 'I'm Very Bullish': Guy Le Bel 24.11.2025

Guy Le Bel, CEO of XXIX Metal Corp (OTCQB: QCCUF | TSXV: XXIX) makes a compelling case that copper's run has only just begun, and the next leg of this bull cycle is on the horizon, as a falling US dollar drives hard asset prices higher, demand projections vastly outpace supply, and the electrification of the world is in full swing. Guy also dives into how XXIX Metal fits into the picture, wit...

Major Central Bank Loads Up on Silver - 'This is a Heavy Hitter': Eric Yeung 21.11.2025

Eric Yeung has big news on silver: one of his trusted sources has revealed a major central bank has purchased over 1 billion dollars worth of physical silver, in a move that could completely transform the market environment for the metal. Eric thinks we will start to see more sovereign wealth pour into silver, as its declared a critical mineral in the US and the Russian government stockpiles silve...

This Molecule Set to Rewrite the Rules on Global Energy Production: Brad Kitchen 20.11.2025

Brad Kitchen, CEO of Element One Hydrogen and Critical Minerals (CSE: EONE) explains why hydrogen is completely changing the game when it comes to energy production and generation worldwide. Brad hones in on reasons why investors should be paying attention to this critical commodity, along with unpacking how Element One fits into the picture, with their exclusive hydrogen extraction technology and...

'Suppression is Broken' - Gold to 'At Least $10K', Silver to $200+: Gary Savage 18.11.2025

Gary Savage believes that the bullion bank cartel tamping down gold and silver prices has completely lost control, and true price discovery is starting to occur as they lose their grip on precious metals markets. Gary ultimately sees gold rising to at least $10,000 an ounce, with silver set to clock in at over $200, and he breaks down both the technical and fundamental factors behind his thesis. G...

'People Are Talking $30,000' GOLD - Higher Prices the 'New Normal': Peter Cashin 17.11.2025

Peter Cashin, CEO of Kintavar, soon to be renamed Auriginal Metals (TSXV: KTR) thinks this gold bull market has a long ways to go and he points out that almost all analysts expectations have already been exceeded, as geopolitical uncertainty reigns and people wake up to gold's value as money. Peter also discusses how Kintavar fits into the picture, with their 100%-owned flagship copper-gold R...

Silver Declared Critical as Supply 'Very Tight' - How High Can it Go? Mark Thornton 15.11.2025

Dr. Mark Thornton thinks silver being declared a critical mineral in the US adds yet another massive tailwind to an already bullish setup, one that could see the metal soar much higher as its strategic important is recognized by countries around the world and primary mine supply remains extremely scarce. Dr. Thornton dives into this and other catalysts he sees developing for silver, along with exp...

Fiat 'Losing Credibility' Means GOLD Can Only Scream Higher: Deepak Varshney 13.11.2025

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 Form...

Silver 'Ready to Explode', 'Buckle Up' For Shocking Price Spike: Andy Schectman 11.11.2025

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, a...

Scrap My Call for $60 Silver, We're Headed to $100+: Michael Oliver 08.11.2025

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://commodi...

Major Central Bank Loads Up on Silver - 'This is a Heavy Hitter': Eric Yeung 07.11.2025

Eric Yeung has big news on silver: one of his trusted sources has revealed a major central bank has purchased over 1 billions ounces of physical silver, in a move that could completely transform the market environment for the metal. Eric thinks we will start to see more sovereign wealth pour into silver, as its declared a critical mineral in the US and the Russian government stockpiles silver as a...

Martin Armstrong's Urgent Warning on Russia-Ukraine: On the Verge of a Major Escalation 06.11.2025

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 gl...

SILVER Shorts Squeezed to Death, Prices 'We Can't Imagine' Ahead: Ed Steer 05.11.2025

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 man...

COAL Demand Still 'Breaking Records' and 'It Keeps Going UP': Matt Mackowiak 29.10.2025

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 pict...

'There's Not Enough Copper' - Supply Squeeze Could Send Prices Soaring: Ian Harris 27.10.2025

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, Colomb...

This Conflict 'Drives Gold to $10k' - 'It's the Currency of War': Clem Chambers 26.10.2025

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, whet...

'Biggest Bubble in History' - Only Gold Survives Coming Carnage: Alasdair Macleod 24.10.2025

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 MacleodFina...

These 3 Sectors Set to Melt Down - 'It'll Happen Quickly': Edward Dowd 23.10.2025

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 burs...

Physical Silver is 'Going Extinct' - Prices Headed 'Vertical': Ian Everard 22.10.2025

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 Subscribe to the FREE C...

We're On 'Page One' of Copper Bull Market - 'Demand is Incredible': Allen Sabet 20.10.2025

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...

'Nightmare Scenario' Unfolding for Market - 'Something's Got to Give': Dave Collum 19.10.2025

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 t...

Silver Could Soar to Triple Digits 'Within Months' - 'There's Not Enough Physical': Lobo Tiggre 17.10.2025

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 li...

Uranium Bull Thesis 'Taking HOLD' - 'It's Going to Be an Exciting 2 Years': Thomas Lamb 16.10.2025

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 Myr...

As Gold & Silver Rip, is OIL the Next Commodity to Go BALLISTIC? Josh Young 15.10.2025

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...

We're in 'Unprecedented' GOLD Bull Market - 'It's NON STOP': Marc Levy 14.10.2025

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 ad...

Listen to the Commodity Culture podcast in Replaio

Radio and podcasts in one app - free, with no sign-up. Install today and do not miss the launch

Get it on Google Play

Replaio is not a podcast publisher; show names, artwork and audio belong to their authors and are distributed through public RSS feeds.