

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

Jun 5, 2024 • 34min
Endless Wars, Cyber Attacks and the New World Order Ahead: Simon Hunt
Simon Hunt sees accelerating global conflict, geopolitical upheaval and a potential cyber attack on the banking sector as risks investors should be aware of, and good reasons to hold physical gold and silver. Simon also gives his outlook for copper and oil, along with explaining why the West has been deeply misled by the media on Russia and China. Simon Hunt Strategic Services: https://www.simon-hunt.com Follow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

Jun 3, 2024 • 31min
Nickel Prices Headed Much Higher as Geopolitical Tensions Rise: Terry Lynch
Terry Lynch, CEO of Power Nickel (TSX-V: PNPN | OTC: PNPNF) lays out a detailed overview of the nickel market dynamics and explains why rising geopolitical tensions and continued onshoring of resource production has the West scrambling to secure a reliable supply of this critical commodity. Terry also provides insight into Power Nickel's operations in Quebec, including a massive recent discovery that could completely change the trajectory of the company.Power Nickel Website: https://powernickel.comFollow Power Nickel on X: https://x.com/PowerNickelDisclaimer: Commodity Culture was compensated by Power Nickel for producing this interview. Jesse Day is not a shareholder of Power Nickel. Nothing contained in this video is to be construed as investment advice, do you own due diligence. Follow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

May 31, 2024 • 48min
Raging Inflation and Sky High Debt a Perfect Setup for Commodities: Grant Williams
Grant Williams points out that while markets are extraordinarily complicated, with a massive amount of unknowable information, the theme he is currently watching centers around commodities and why they are set to outperform up ahead. Grant argues that insane levels of government debt, looming and persistent inflation, and geopolitical chaos are driving commodity prices across the board, both in developed and emerging markets. Grant Williams Website: https://www.grant-williams.comFollow Grant Williams on X: https://x.com/ttmygh Follow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

May 29, 2024 • 54min
CBDC is '100% Coming' and You Will Accept it or Be Outcast: EB Tucker
A Central Bank Digital Currency is on the way, you will take it and you will like it, or else you can kiss your connection with society goodbye, according to E.B. Tucker. E.B. discusses why we need to live for today instead of worrying about this inevitable future, how gold and silver play a role in preserving wealth, why he thinks mining stocks aren't necessarily a good investment, and much more. The Tucker Letter: https://thetuckerletter.substack.com Follow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

May 27, 2024 • 31min
Russian Uranium Ban Has Massive Implications For Global Supply Dynamics: Drew Zimmerman
Drew Zimmerman, CEO of Stallion Uranium (TSX-V: STUD | OTCQB: STLNF) believes the ban on Russian uranium in the US and the response from Russian suppliers is setting the stage for a far-reaching disruption of global supply chains. Drew also discusses the current state of the uranium and nuclear industry, along with providing an update on Stallion Uranium and their exploration activities in the Athabasca Basin.Stallion Uranium Website: https://www.stallionuranium.comFollow Stallion Uranium on X: https://x.com/stallionuraniumDisclaimer: Commodity Culture was compensated by Stallion Uranium for producing this interview. Jesse Day is not a shareholder of Stallion Uranium. Nothing contained in this video is to be construed as investment advice, do you own due diligence.Follow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

May 24, 2024 • 43min
Gold is a China Story & What Happens When the West Starts Buying: Steve Hanke
Steve Hanke points out that the vast majority of retail and speculative positions in the gold market are coming out of China. Steve believes the fundamentals for the metal are very solid and while Eastern buying has kicked off phase one of the current bull market, phase two will be ignited when the West catches on. Steve also discusses the failures of the green energy revolution, the absurd capital gains tax in Canada, Javier Milei's scorecard so far, and much more. Download Steve's Book for Free: https://iea.org.uk/publications/did-lockdowns-work-the-verdict-on-covid-restrictionsFollow Steve on X: https://x.com/steve_hankeEmail Steve to be on his Mailing List: hanke@jhu.edu Follow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

35 snips
May 22, 2024 • 53min
Commodities Have Never Been More Undervalued Than Today: Leigh Goehring
Leigh Goehring, an experienced investor in natural resources, discusses the undervaluation of commodities like gold, silver, uranium, copper, energy, and agriculture. He explains the cyclical nature of commodities and why now is the time to invest in the sector, highlighting potential price targets for gold and the bullish outlook on uranium and natural gas.

May 20, 2024 • 28min
Exploding Money Supply Means $5,000 Gold is Completely Reasonable: Anthony Cohen
Anthony Cohen, CEO of Plato Gold (TSX-V: PGC | OTCQB: NIOVF) thinks it's about time gold finally breached $2,300 and he believes, adjusted for inflation and keeping in mind the massive expansion of fiat currency, $5,000 gold is a perfectly reasonable expectation moving forward. Anthony also provides an overview of Plato Gold and their gold, platinum, palladium, and niobium projects.Plato Gold Website: https://www.platogold.comFollow Plato Gold on Linkedin: https://www.linkedin.com/company/platogoldDisclaimer: Commodity Culture was compensated by Plato Gold for producing this interview. Jesse Day is not a shareholder of Plato Gold. Nothing contained in this video is to be construed as investment advice, do you own due diligence. Follow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

May 17, 2024 • 30min
You CAN Time the Market if You Understand Cycles: Charles Nenner
Dr. Charles Nenner is a technical analyst with a background working with some of the biggest funds, finance companies, and governments, and he has developed a method of investing that relies on cycles and claims it is surprisingly accurate. Dr. Nenner argues that most investors pay no attention to the importance of cycles and explains why they trump most standard methods of fundamental analysis. Charles Nenner Research Center: https://charlesnenner.com Follow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

May 15, 2024 • 45min
BRICS Gold-Backed Currency Would Be Wonderful For Humanity: Peter St Onge
Peter St Onge has a view that gold's return to the monetary system could fix a lot of the problems we have with corruption in politics, out-of-control government deficits, wars being waged, and a lot more. Peter argues that the BRICS nations introducing a gold-backed currency for trade would be a big step in the right direction to setting humanity back on a path of sound money. Peter St Onge Podcast: https://peterstonge.comFollow Peter on X: https://twitter.com/profstonge Follow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture