Commodity Culture

Jesse Day
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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. 

  1. 3日前

    Is Energy a Contrarian's Dream? Peak Oil Demand 'Lifetimes Away': Will Ulrich

    Will Ulrich, Co-CEO of Presidio Petroleum (NYSE: FTW) believes we are lifetimes away from peak oil demand and underinvestment in the sector, along with the overhang of ESG mandates that are starting to disappear, mean that a repricing of the equities could be inevitable up ahead. Will also dives into how Presidio fits into the picture, with their focus on optimizing existing production and generating sustainable cash flow from low-decline, producing assets. Presidio Petroleum Website: https://bypresidio.com Disclaimer: Commodity Culture was compensated by Presidio Petroleum for producing this interview. Jesse Day is not a shareholder of Presidio Petroleum. 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/jessebday Commodity Culture on Youtube: https://youtube.com/c/CommodityCulture

    32分

  2. 4日前

    EU 'Set to Expire' as 'Tornado of Incompetence' Leads to Economic Suicide: Doomberg

    Doomberg believes that geopolitical events are most accurately explained through the lens of energy, and no group of so-called leaders has failed more tremendously when it comes to energy policy than those that claim to represent the EU member states. Doomberg breaks down why he sees no hope for the continued survival of the European Union, along with providing his take on whether oil flows from Venezuela will come online, the China-Canada trade deal, why he thinks we've been in Word War 3 since 2014, and much more. Get Your 'Stack Silver Not Fiat' Shirt: https://commodity-culture-shop.fourthwall.com/products/stack-silver-not-fiat-t-shirt Doomberg Substack: https://newsletter.doomberg.com Classics Read Aloud: https://classicsreadaloud.substack.com Follow Jesse Day on X: https://x.com/jessebday Commodity Culture on Youtube: https://youtube.com/c/CommodityCulture

    45分

  3. 5日前

    Silver Must Reset To 'Multiples of Current Price' To Resolve 'Huge' Deficit: David Jensen

    David Jensen believes that the only way to resolve the massive and rapidly expanding silver supply deficit is a reset to multiples of current price levels, and the paper market stands no chance of tamping down markets while faces with an inescapable physical shortage. David breaks down all the data surrounding his thesis, explains why gold and silver are already finding use in a new sound money economy, and much more. Get Your 'Stack Silver Not Fiat' Shirt: https://commodity-culture-shop.fourthwall.com/products/stack-silver-not-fiat-t-shirt Jensen's Economic, Precious Metals, & Markets Newsletter: https://jensendavid.substack.com Follow Jesse Day on X: https://x.com/jessebday Commodity Culture on Youtube: https://youtube.com/c/CommodityCulture

    39分

  4. 2月6日

    Silver Headed Back to $100+, There's 'No Answer' to Supply Deficit: Thomas Lamb

    Thomas Lamb, CEO of J2 Metals (TSXV: JTWO) thinks that despite the recent pullback, the future for silver is back to triple digits as there's just no answer to the widening supply deficit driven by a growing industrial demand and a major lack of mine supply. Thomas also dives into J2 Metals, with top tier gold projects in Quebec and Alaska, and a large-scale silver project in Mexico. J2 Metals Website: https://j2metals.ca J2 Metals Investor Presentation: https://j2metals.ca/assets/2026/01/J2-Metals-Inc.-Presentation-PUBLIC-January-2026-Compressed-1.pdf Follow J2 Metals on X: https://x.com/J2Metals Disclaimer: Commodity Culture was compensated by J2 Metals for producing this interview. Jesse Day is not a shareholder of J2 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/jessebday Commodity Culture on Youtube: https://youtube.com/c/CommodityCulture

    35分

  5. 2月5日

    Forget $100 - Today's Silver Price Means Miners Will Go Ballistic: Shawn Khunkhun

    Shawn Khunkhun, CEO of Dolly Varden Silver (NYSE-A: DVS | TSXV: DV) is thrilled we saw silver run to triple-digits, and he believes that ultimately, the price trajectory for the metal is back past all-time highs but he points out that at today's silver price, the miners are set to go absolutely ballistic. Shawn also dives into some exciting news from Dolly Varden Silver, including their recent proposed merger with Contango Ore, the latest drill results from Wolf Vein, and much more. Dolly Varden Silver Website: https://dollyvardensilver.com Follow Dolly Varden Silver on X: https://x.com/SilverVarden Disclaimer: Commodity Culture was compensated by Dolly Varden Silver for producing this interview. Jesse Day is not a shareholder of Dolly Varden Silver. 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/jessebday Commodity Culture on Youtube: https://youtube.com/c/CommodityCulture

    28分

  6. 2月4日

    'Biggest Global Debt Binge' in History Will Drive Silver to $500: Steve Penny

    Steve Penny thinks the recent drawdown in silver is a temporary anomaly, and as global debt skyrockets and governments keep printing currency, silver will ultimately rise to $500 an ounce. Steve lays out his thesis, along with providing his strategy for investing in silver mining stocks, knowing when to take profits, and much more. Get Your 'Stack Silver Not Fiat' Shirt: https://commodity-culture-shop.fourthwall.com/products/stack-silver-not-fiat-t-shirt Silver Chartist: https://silverchartist.com Follow Jesse Day on X: https://x.com/jessebday Commodity Culture on Youtube: https://youtube.com/c/CommodityCulture

    36分

  7. 2月3日

    'It's a Psyop' - Bankers' Last Ditch Silver Smash Won't Hold: Mario Innecco

    Mario Innecco believes the recent dramatic crash in the silver price was largely driven by market manipulation orchestrated by bullion banks short the metal, as the COMEX circuit breakers mysteriously failed to activate while prices plunged. Mario thinks that ultimately, reality will prevail over desperate bankers and when reckoning arrives, silver will soar past triple digits and fiat currency will hyperinflate into oblivion. Get Your 'Stack Silver Not Fiat' Shirt: https://commodity-culture-shop.fourthwall.com/products/stack-silver-not-fiat-t-shirt Maneco64 on Youtube: https://www.youtube.com/@maneco64 Follow Mario on X: https://x.com/maneco1964 Follow Jesse Day on X: https://x.com/jessebday Commodity Culture on Youtube: https://youtube.com/c/CommodityCulture

    37分

  8. 2月2日

    Uranium Set to Soar as Supply Deficit Grows and Global Power Demand 'Surging': Sam Hartmann

    Sam Hartmann, VP of Exploration at F3 Uranium (OTCQB: FUUFF | TSXV: FUU) thinks the catalysts driving the uranium market continue to grow stronger, and he points out that although AI data centers and SMR adoption are interesting narratives, it's the glaring and growing supply deficit that will drive this market to higher prices. Sam also breaks down how F3 Uranium fits into the picture, with a focused vision on advancing its newly discovered JR Zone and discovering additional zones of uranium mineralization in the southwest Athabasca Basin. F3 Uranium Website: https://f3uranium.com Follow F3 Uranium on X: https://x.com/F3Uranium Disclaimer: Commodity Culture was compensated by F3 Uranium for producing this interview. Jesse Day is not a shareholder of F3 Uranium. 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/jessebday Commodity Culture on Youtube: https://youtube.com/c/CommodityCulture

    24分
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番組について

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. 

情報

  • クリエイター
    Jesse Day
  • 配信期間
    23年 - 26年
  • エピソード
    487
  • 制限指定
    不適切な内容を含まない
  • Copyright
    © 2026 Commodity Culture
  • 番組のWebサイト
    Commodity Culture

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