

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

Jul 17, 2023 • 25min
Why Hold Gold & Silver? Because You Can't Trust the Political Class: Guido van Stijn
CEO of Aurus Guido van Stijn is an advocate for both physical and tokenized precious metals, as he believes gold and silver are the only form of money free from politics and outside of government control. Guido discusses the history of money, his thoughts on the BRICS currency, how tokenization could change the precious metals landscape, and more.Aurus Website: https://www.aurus.ioFollow Aurus on Twitter: https://twitter.com/AurusOfficialAurus on Linkedin: https://www.linkedin.com/company/aurustechnologies Disclaimer: Commodity Culture was compensated by Aurus for producing this interview. Nothing contained in this podcast 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

Jul 14, 2023 • 39min
This Could Be the Biggest Buying Opportunity for Metals in 40 Years: Peter Grandich
Wall Street veteran and financial author Peter Grandich believes this is either the single greatest buying opportunity in the metals space in 40 years, or a trap door that will never open again. Peter talks about the commodities he thinks will outperform in the years ahead, along with giving his view on political corruption and it's relation to financial markets. Peter Grandich & Company: https://petergrandich.comFollow Peter on Twitter: https://twitter.com/PeterGrandichPeter's Youtube Channel: https://www.youtube.com/@Peter-Grandich Follow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

Jul 12, 2023 • 33min
It Would Be 'Really Foolish' to Underestimate Gold-Backed BRICS Currency: Andy Schectman
CEO of Miles Franklin Precious Metals Andy Schectman discusses the progress that the BRICS nations have made with their move towards a gold-backed currency, and what that means for the geopolitical landscape and the gold price in the years ahead. Andy also provides an update on what he's seeing in regards to the global supply of gold and silver, along with notable inventory drawdowns on the COMEX. Miles Franklin Precious Metals: https://milesfranklin.comEmail Miles Franklin: info@milesfranklin.com Follow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

Jun 28, 2023 • 58min
There's a Reason Russia and China are Stacking Gold and Dumping Treasuries: Matthew Piepenburg
Partner at Matterhorn Asset Management and Author Matthew Piepenburg believes that the current debt-based monetary system is headed for a reckoning, and gold will play a major role in the new world up ahead.Gold Switzerland: https://goldswitzerland.comFollow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

Jun 26, 2023 • 31min
This is a Seller's Uranium Market, Contracting Terms Keep Getting Better: John Cash
CEO of Ur-Energy (NYSE-A: URG | TSX: URE) John Cash is seeing steady improvements in long-term uranium contracting rates and conditions that are making the market very favorable for producers. John also dives into Ur-Energy and their two main properties in Wyoming.Ur-Energy Website: https://www.ur-energy.comFollow Ur-Energy on Twitter: https://twitter.com/Ur_EnergyDisclaimer: Commodity Culture was compensated by Ur-Energy for producing this interview. Jesse Day is not a shareholder of Ur-Energy. 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

Jun 23, 2023 • 28min
Ignore AI Stocks and Look to Gold & Silver as Financial Crisis Rages: John Feneck
Founder of Feneck Consulting John Feneck sees investors piling into overvalued AI stocks in the face of a serious financial crisis as reckless at best, and he points to gold and silver as better places to be looking for opportunity. John gives his thoughts on why central banks keep accumulating gold, silver's growing role as an industrial metal, the Fed's next moves, and much more. Feneck Consulting: http://www.feneckconsulting.com Follow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

Jun 21, 2023 • 38min
Gold Price Can Explode in Times of Chaos But it Can Also Be 'Profoundly Useless': Hugh Hendry
Former Hedge Fund Manager Hugh Hendry believes that gold serves a purpose and can perform exceptionally well in times of chaos, but it can also be "profoundly useless". Hugh also discusses his bullish sentiment on uranium, the absurdity of dedollarization, the Eurodollar system, and much more.Hugh Hendry on Youtube: https://www.youtube.com/@HughHendryOfficialThe Acid Capitalist Podcast: https://www.patreon.com/HughHendryFollow Hugh on Twitter: https://twitter.com/hendry_hughFollow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

Jun 14, 2023 • 1h 4min
This is How the Uranium Market Really Works, Industry "Experts" are Wrong: Mike Alkin
Chief Investment Officer of Sachem Cove Partners Mike Alkin believes that even bullish uranium industry forecasters are dramatically underestimating the supply deficit and how high prices need to go to incentivize production. Mike gives a masterclass on the inner workings of the uranium market and explains how investors should be thinking about the sector. Follow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

Jun 7, 2023 • 26min
Gold is Already in a Raging Bull Market in Around 80 Currencies: Lior Gantz
CEO of Wealth Research Group Lior Gantz points out that although gold hasn't had a massive breakout in U.S. dollar terms, it's surpassed all-time highs in a ton of other currencies. Lior also discusses the BRICS nations and the potential for dedollarization, the debt ceiling debacle, and much more. Wealth Research Group: https://www.wealthresearchgroup.comLior's Portfolio: https://www.wealthresearchgroup.com/portfolioWorld War 3 in Space: https://www.wealthresearchgroup.com/space Follow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

Jun 5, 2023 • 31min
Global Gold Supply is Diminishing, Setup is the Best I've Ever Seen: Tim Smith
CEO of U.S. GoldMining Inc. (NASDAQ: USGO) Tim Smith explains why the current setup for a gold bull cycle is better than it's ever been in his 27-year career in the sector. Tim breaks down the main tailwinds he sees working in gold's favor and dives into the details on his newly-minted company.U.S. GoldMining Website: https://www.usgoldmining.usFollow U.S. GoldMining on Twitter: https://twitter.com/USGoldmining This video was conducted on behalf of US GoldMining Inc, and was funded by Gold Standard Media LLC and/or affiliates. For our full disclaimer, please visit: https://portal.goldstandardir.com/disclaimer/USGO-208Follow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture