

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

Sep 13, 2023 • 46min
'No Question' Expansion of BRICS is Leading to a Gold-Backed Currency: Andy Schectman
Andy Schectman has been pointing to the BRICS alliance as a real threat to the Western hegemony for some time and although there wasn't any formal announcement of a gold-backed currency at their recent summit, Andy believes the expansion of BRICS is a clear indication that dedollarization is well underway. Miles Franklin Precious Metals: https://milesfranklin.cominfo@milesfranklin.com Follow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

Sep 8, 2023 • 38min
Uranium Sector Has Never Looked More Bullish, Here's Why I'm All-In: Terry Papineau
Terry Papineau always has his finger on the pulse of the uranium market and what he sees today makes him more bullish than ever on the potential for the sector. Terry cites increased long-term contracting, rising prices across the nuclear fuel cycle, and a steadily rising spot price as just a few of the reason why he's all-in on uranium.Follow Terry Papineau on Twitter: https://twitter.com/TerryPapineau2 Follow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

Sep 6, 2023 • 36min
Commodities Supercycle Narrative is Overblown, Demand Just Isn't There: Sam Burns
Sam Burns of Mill Street Research isn't bullish on the commodities sector. In fact, he's been reducing his exposure and urges caution to investors who buy into the idea of a coming commodities supercycle. Sam points to a weakening Chinese economy, falling demand, and more to make his case for a bearish outlook on commodities.Mill Street Research: https://www.millstreetresearch.comFollow Mill Street on Twitter: https://twitter.com/MillStResearchFollow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

Sep 1, 2023 • 49min
I Don't Know How to Price Gold, I Just Know I Don't Trust Central Bankers: Dave Collum
Dave Collum doesn't trust the vast majority of the world's institutions, governments, media, and certainly not central bankers, but he does trust gold. Dave explains why and also makes a case for commodities as an asset class that may outperform in the years ahead. Follow Dave on Twitter: https://twitter.com/DavidBCollumDave's 2022 Year-in-Review: https://peakprosperity.com/2022-year-in-review-all-roads-lead-to-ukraineDave's 2022 Year-in-Review Book: https://www.amazon.com/2022-Year-Review-Roads-Ukraine/dp/B0BXMWW9TL Follow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

Aug 30, 2023 • 33min
I Fully Expect Silver Price to Rise More Than Gold as Market Collapses: David Morgan
Founder of the Morgan Report David Morgan is expecting a major crash in the broad market later this year and although he expects gold to fall the least and recover fastest, he ultimately thinks silver will overtake it. David backs up his thesis with several factors, including growing demand for silver in solar panels, the imbalance in the current gold-silver ratio, banks being net long silver, and much more.The Morgan Report: https://www.themorganreport.com Follow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

Aug 28, 2023 • 24min
There's No Investment Out There Like Salt, the Ultimate Commodity: Rick LaBelle
CEO of Atlas Salt (OTCQB: REMRF | TSX-V: SALT) Rick LaBelle explains why investors should be paying attention to salt, an essential commodity that has uses far beyond what most people realize. Rick discusses how demand for salt is greatly outstripping supply and points to the fact that some of the largest private equity firms are allocating serious capital to the space.Atlas Salt Website: https://atlassalt.comFollow Atlas Salt on Twitter: https://twitter.com/AtlasSaltDisclaimer: This video was conducted on behalf of Atlas Salt, and was funded by Gold Standard Media LLC and/or affiliates. For our full disclaimer, please visit: https://portal.goldstandardir.com/disclaimer/REMRF-208Follow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

Aug 25, 2023 • 25min
Recessions Are the Best Time to Buy Gold 'With Both Hands': Michael Pento
Founder of Pento Portfolio Strategies Michael Pento believes that the perfect time to buy gold is when interest rates are falling as a result of Fed policy used to counteract a recession. As Michael and many other analysts see a recession up ahead, he argues that we are entering a phase in the economic cycle where gold's value will outshine many other financial assets. Pento Portfolio Strategies: https://pentoport.comPhone: (732) 772-9500 Follow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

Aug 23, 2023 • 35min
Uranium Story Keeps Getting Better as the World Embraces Nuclear: Justin Huhn
Founder of Uranium Insider Justin Huhn presents the latest catalysts and tailwinds he sees for the uranium sector, including shifting political winds that continue to turn in favor of nuclear energy. Justin gives an update on planned reactor builds around the world, the latest developments in small modular reactor technology, and much more. Uranium Insider: https://www.uraniuminsider.com Follow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

Aug 18, 2023 • 40min
Gold Will Return to the Monetary System, But Not Without a Fight: Tom Luongo
Austrian Economist Tom Luongo believes that gold will be reintroduced into the monetary system but not without a series of catastrophic events and a fight to the end by the powers-that-be. Tom explains how the BRICS currency fits into this picture and how the West might respond to the growing threat of dedollarization. Gold Goats n' Guns Blog: https://tomluongo.meGold Goats n' Guns Podcast: https://tomluongo.me/category/podcastTom's Patreon: https://www.patreon.com/GoldGoatsNGuns Follow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

Aug 16, 2023 • 40min
Party Isn't Over For the Energy Sector, $100 Oil By End of Year: David Hay
Founder of Haymaker David Hay calls Energy the most cherished of his favorite sectors, and he lays out the reasons why he expects oil and gas stocks to outperform up ahead. David also gives his outlook on uranium, gold, copper, and more. Haymaker: https://haymaker.substack.comEvergreen Gavekal: https://evergreengavekal.comFollow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture