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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
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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
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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
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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
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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.
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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
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Jan 20, 2025 • 24min

When People Realize Trump Can't Tame the Debt, GOLD Will React: Gwen Preston

VP of Communications at West Red Lake Gold Mines (OTCQB: WRLGF | TSXV: WRLG) Gwen Preston believes that the debt situation faced by the US and countries around the world cannot be resolved by voting new politicians into office, and as people wake up to the fact that Trump is powerless to change the math, gold will do its job as a unit of account. Gwen also discusses how West Red Lake Gold fits into the picture, as they look to start up production at their Madsen Mine in 2025.West Red Lake Gold Mines Website: https://westredlakegold.comFollow West Red Lake on X: https://x.com/WestRedLakeGoldDisclaimer: Commodity Culture was compensated by West Red Lake Gold Mines for producing this interview. Jesse Day is not a shareholder of West Red Lake Gold Mines. 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
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Jan 17, 2025 • 50min

Psychopathic Elites 'Too Stupid' to See Debt Crisis They Created: Martin Armstrong

Martin Armstrong returns for part two of an epic interview and this time around, he hones in on the debt crisis and the minds of the political elite who got us into this mess. Having dealt with a variety of governments over his career, Martin reveals that they're all the same: power hungry psychopaths and sociopaths who are willing to let people die to consolidate their grip over civilian populations. Armstrong Economics: https://www.armstrongeconomics.comFollow Armstrong Economics on X: https://x.com/StrongEconomicsFollow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture
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Jan 15, 2025 • 41min

Democracy's End and Rise of 'Cold War Propaganda' in the West: Martin Armstrong

Martin Armstrong has a lot of concerns when it comes to modern politics in the West, and the masking of tyranny as somehow being democracy is chief among them. Martin discusses why Trump may have a much tougher road ahead of him than most anticipate, why he believes Canada is going to split up into two different nations, the current state of global conflict and who is really pulling the strings, and much more.Armstrong Economics: https://www.armstrongeconomics.comFollow Armstrong Economics on X: https://x.com/StrongEconomicsFollow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture
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Jan 13, 2025 • 32min

The Steel Industry is Changing Fast - Here's What You Need to Know: Sean Cleary

CEO of Strategic Resources (TSXV: SR) Sean Cleary lays out the market dynamics, supply-demand fundamentals, and investment thesis for the steel industry, including iron, pig iron, and green steel inputs. Sean notes how rapidly steel manufacturing is undergoing a fundamental change with long term implication, and how Strategic Resources is positioned to capitalize on this transformation.Strategic Resources Website: https://strategic-res.comFollow Strategic Resources on X: https://x.com/StrategicResDisclaimer: Commodity Culture was compensated by Strategic Resources for producing this interview. Jesse Day is not a shareholder of Strategic Resources. 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

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