

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

Mar 2, 2026 • 31min
Government and Big Tech All-In on Uranium - 'Supply Can't Keep Up': Drew Zimmerman
Drew Zimmerman, CEO of Noble Plains Uranium (OTCQB: NBLXF | TSXV: NOBL), points out that the US government, along with tech giants such as Meta and Google, have placed a massive bet on nuclear being the future of energy production, and that means uranium demand is continuing to skyrocket in the face of persistent supply deficits. Drew also breaks down how Noble Plains Uranium fits into the picture, along with sharing promising drill results from their flagship Duck Creek project in Wyoming.Noble Plains Uranium Website: https://nobleplains.comFollow Noble Plains on X: https://x.com/NOBLuraniumDisclaimer: Commodity Culture was compensated by Noble Plains Uranium for producing this interview. Jesse Day is not a shareholder of Noble Plains 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/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

Feb 28, 2026 • 43min
'A Storm is Coming' - '40 to 50%' Crash Ahead as AI Bubble Starts to Crack: Edward Dowd
Edward Dowd sees a massive storm on the horizon when it comes to the broad market and he thinks that when reality finally sets in, we're headed for a 40 to 50% correction as capital flees overvalued tech. Ed outlines which areas of the market he thinks could act as a ballast, including gold and silver, along with diving into the Epstein files, the alien invasion distraction tactics being employed by the US government, and much more. Get Your 'Stack Silver Not Fiat' Shirt: https://commodity-culture-shop.fourthwall.com/products/stack-silver-not-fiat-t-shirtPhinance Technologies: https://phinancetechnologies.comEdward's Website: https://www.eddowd.comFollow Edward Dowd on X: https://x.com/DowdEdwardFollow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

Feb 25, 2026 • 48min
Silver 'Disappearing' as Premiums Skyrocket - 'Completely Insane': Ian Everard
Ian Everard reveals that the current spot price of silver isn't reflecting the reality on the ground: supply is extremely scarce and premiums are pushing certain sovereign coins over $100 an ounce. Ian breaks down how Trump's recent tariff increase, a potential war with Iran, and increasing monetary and industrial demand are changing the game when it comes to the silver market. Visit our sponsor, ARK Silver Gold Osmium: https://arksgo.comContact them at (307) 264-9441Ian@ArkSGO.comDisclaimer: Commodity Culture was compensated by ARK Silver Gold Osmium for producing this interview. 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

Feb 22, 2026 • 41min
Oil Headed Back to $100+, 'Every Area' of Energy Set to Soar: Josef Schachter
Josef Schachter believes that current prices in the energy sector are presenting a massive opportunity for contrarians who can see the writing on the wall: oil and gas demand are rising, not falling, and supply is become severely constrained, leading to setup that Josef thinks will ultimately bring us back past $100, and to new all-time highs.Get Your 'Stack Silver Not Fiat' Shirt: https://commodity-culture-shop.fourthwall.com/products/stack-silver-not-fiat-t-shirtGet $100 off the first year of the Schachter Energy Report, using code POD100: https://schachterenergyreport.ca/subscriptionsFollow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

Feb 21, 2026 • 42min
US Army 'Under Israeli Command' - '99% Chance' of War With Iran: Douglas Macgregor
Col. Douglas Macgregor believes that a war with Iran is inevitable and although he thinks Trump doesn't want to strike, his paymasters in Israel will force his hand to advance their own agenda of domination over the Middle East. Get Your 'Stack Silver Not Fiat' Shirt: https://commodity-culture-shop.fourthwall.com/products/stack-silver-not-fiat-t-shirtThe National Conversation: https://thenationalconversation.orgCol. Macgregor's Website: https://www.douglasmacgregor.comFollow Col. Macgregor on X: https://x.com/DougAMacgregorFollow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

Feb 20, 2026 • 35min
Worst Crash Since 2008 Ahead, Then '$20k Gold, $500 Silver': David Hunter
After a historic 43-year bull run in the broad market, David Hunter sees a global bust ahead that hasn't been since since the Great Financial Crisis of 2008 and on the other side, a commodities supercycle unlike anything the world has ever seen, with price targets of $20,000 for gold, $500 silver, and $500 oil. David admits those calls may be on the low end for the economic environment he sees on the horizon, one where inflation enters double-digits and hard assets could be the last line of defense from the storm ahead.Get Your 'Stack Silver Not Fiat' Shirt: https://commodity-culture-shop.fourthwall.com/products/stack-silver-not-fiat-t-shirtFollow David Hunter on X: https://x.com/DaveHcontrarianFollow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

Feb 13, 2026 • 32min
Is Energy a Contrarian's Dream? Peak Oil Demand 'Lifetimes Away': Will Ulrich
Will Ulrich, Co-CEO of Presidio Petroleum, a cash-flow focused oil and gas operator. He argues peak oil demand is lifetimes away and talks about underinvestment and fading ESG overhangs. He explains Presidio’s income-first model, optimizing mature production instead of drilling. He also covers financing innovations and a sizable dividend plan.

Feb 12, 2026 • 45min
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-shirtDoomberg Substack: https://newsletter.doomberg.comClassics Read Aloud: https://classicsreadaloud.substack.comFollow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

Feb 11, 2026 • 39min
Silver Must Reset To 'Multiples of Current Price' To Resolve 'Huge' Deficit: David Jensen
David Jensen, author and precious metals analyst known for deep silver and gold research. He lays out why a massive physical silver shortage forces prices to reset to multiples of today. He discusses vault drawdowns, limits of paper markets, Shanghai premiums, and whether metals are returning to monetary use. Conversations cover market mechanics, Chinese demand, and systemic monetary risks.

Feb 6, 2026 • 35min
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.caJ2 Metals Investor Presentation: https://j2metals.ca/assets/2026/01/J2-Metals-Inc.-Presentation-PUBLIC-January-2026-Compressed-1.pdfFollow J2 Metals on X: https://x.com/J2MetalsDisclaimer: 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/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture


