

Commodity Culture
Jesse Day
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.
Episodes
Mentioned books

Feb 14, 2025 • 53min
Dot Com Bubble 2.0 Ready to Burst - 'Everybody is All-in': David Rosenberg
David Rosenberg believes that the investment community has collectively lost their minds, as they continue to pile in and double-down on a small handful of tech stocks whose valuations are nowhere near reflecting reality. David sees striking similarities between today's market and the dot com bubble and he thinks that when the dust settles, investors who kept their wits about them and didn't buy into the hype could be well-positioned to take advantage of bargain basement prices.Rosenberg Research: https://rosenbergresearch.comFollow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

Feb 12, 2025 • 45min
US Economy 'Breaking Into 1,000 Pieces' and BRICS Smells Blood: Bob Moriarty
Bob Moriarty thinks the general public is distracted by Trump's breakneck pace since taking office, while they ignore an insurmountable debt crisis in America that is threatening to take down the entire economy, and the BRICS nations are licking their chops as they watch the US circle the drain. Bob discusses why he believes a return to honest money in the form of gold and silver are the only way out of our current predicament, the reason gold mining stocks appear to be so undervalued compared to the gold price, and much more.321gold: https://321gold.comFollow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

Feb 7, 2025 • 40min
'This is a War' - Ending Elite Rule and Restoring Common Sense: Tom Luongo
Tom Luongo returns for part two of an epic interview on a fundamental shift he sees occurring from the power hungry rule of radical politicians and the forces behind them, to an era where common sense reigns and people are free to make their own choices - but this shift will not happen without a price. Tom argues that some bad things might have to happen to bring the pendulum back in the direction of freedom and in this case, people have to accept that two wrongs might make a right. Gold, Goats n' Guns: https://goldgoatsnguns.comTom's Patreon: https://www.patreon.com/GoldGoatsNGunsFollow Tom Luongo on X: https://x.com/TFL1728Follow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

Feb 5, 2025 • 47min
Why Davos is Crumbling - The Final Nail in the Globalist Coffin? Tom Luongo
Tom Luongo thinks the world is in a better place than it's been in a while, and he discusses the main catalysts he thinks are putting a nail in the coffin of the Davos agenda and the nightmarish Globalist plot to enslave the world at the behest of a small cabal of elite insiders. Tom also provides insights into his own investment strategy in an economic, political, and geopolitical environment that is getting turned completely upside down.Gold, Goats n' Guns: https://goldgoatsnguns.comTom's Patreon: https://www.patreon.com/GoldGoatsNGunsFollow Tom Luongo on X: https://x.com/TFL1728Follow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

Feb 3, 2025 • 27min
Supply Shortfall: Where is All the Uranium Going to Come From? Rebecca Hunter
VP of Exploration at Forum Energy Metals (OTCQB: FDCFF | TSX-V: FMC) Rebecca Hunter sees a huge uranium supply shortfall on the horizon, with Kazakhstan lowering production guidance, geopolitical risk ramping up, and a lack of qualified personnel in the uranium mining sector. Rebecca muses on just where all of this required uranium to fuel the world's reactor fleet is going to come from, along with explaining how Forum fits into the supply-demand puzzle.Forum Energy Metals Website: https://forumenergymetals.comFollow Forum on X: https://x.com/ForumEnergyMCDisclaimer: Commodity Culture was compensated by Forum Energy Metals for producing this interview. Jesse Day is not a shareholder of Forum Energy Metals. Nothing contained in this video is to be construed as investment advice, do your own due diligence.Follow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

Jan 31, 2025 • 46min
Silver Set to Explode Beyond $50 - Here’s What Will Trigger It: Michael Oliver
Michael Oliver reveals the key indicators to watch for silver to not only return to previous all-time highs of $50, but blow past that target and shock the market. Michael also provides his view on the gold and silver mining sector, including where he's personally allocating capital when it comes to silver stocks, along with giving his forecast on uranium, copper, energy, and more.Momentum Structural Analysis: https://www.olivermsa.comFollow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

Jan 29, 2025 • 54min
West Headed Down 'Road of the Roman Empire' as Debt Comes Due: Alex Krainer
Alex Krainer paints a harrowing picture of the current debt situation faced by countries in the West, as they have overcommitted to the war in Ukraine without considering that their side might not end up with a victory. Alex explains why he believes the collapse of Great Britain is on the horizon, the curious case of US treasury futures potentially being cleared in London, Trump's tough economic threats and his demand to end the Russia-Ukraine conflict, and much more.Follow Alex Krainer on X: https://x.com/NakedHedgieI-System Trend Following: https://isystem-tf.comAlex Krainer's Substack: https://alexkrainer.substack.comFollow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

Jan 27, 2025 • 24min
Resource Wars and the Importance of Onshoring Phosphate Production: John Passalacqua
CEO of First Phosphate (OTCQB: FRSPF | CSE:PHOS | FSE:KD0) John Passalacqua highlights the growing importance of phosphate for LFP batteries, a point proven by China’s Ministry of Commerce proposing to restrict exports of technologies for producing lithium iron phosphate. The move is part of a larger conflict happening worldwide - resource wars between nations - and underlines the importance of domestic phosphate production, something First Phosphate is well positioned to take part in.First Phosphate Website: https://firstphosphate.comFollow First Phosphate on X: https://x.com/FirstPhosphateFollow John Passalacqua on Linkedin: https://www.linkedin.com/in/john-passalacqua-964092257Disclaimer: Commodity Culture was compensated by First Phosphate for producing this interview. Jesse Day is not a shareholder of First Phosphate. Nothing contained in this video is to be construed as investment advice, do your own due diligence.Follow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

9 snips
Jan 24, 2025 • 53min
'Welfare State Fraud' in the West Coming Undone: Porter Stansberry
Porter Stansberry, founder of Stansberry Research, shares his astute insights on the alarming state of Western economies influenced by extreme political ideologies. He warns of a potential unraveling of the welfare state and discusses the risks of government overreach, advocating for lower taxes and individual freedoms. Stansberry also explores investment strategies amid emerging market opportunities in Latin America, cautioning listeners about the overvaluation of the S&P 500 and emphasizing the importance of undervalued investments in a volatile landscape.

Jan 22, 2025 • 30min
Gold Stocks Have Been Left For Dead, Time to Buy? John Feneck
John Feneck believes the massive gap in valuation between gold and gold mining stocks isn't reflecting reality, and it's an anomaly he is capitalizing on. John breaks down the reasons why the miners haven't been keeping pace, what it will take to close the valuation gap, and the stocks he's investing in to take advantage of bargain prices.Feneck Consulting: https://www.feneckconsulting.comFollow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture


