

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

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

Feb 5, 2026 • 28min
Forget $100 - Today's Silver Price Means Miners Will Go Ballistic: Shawn Khunkhun
Shawn Khunkhun, CEO of Dolly Varden Silver — a miner focused on British Columbia’s Kitsault Valley — talks company news and why current silver prices could send miners into a frenzy. He covers a proposed merger with Contango Ore, eye-popping Wolf Vein drill results, and catalysts through 2026. Short, sharp takes on market mechanics, mining leverage, and near-term drill plans.

Feb 4, 2026 • 36min
'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-shirtSilver Chartist: https://silverchartist.comFollow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

Feb 3, 2026 • 37min
'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-shirtManeco64 on Youtube: https://www.youtube.com/@maneco64Follow Mario on X: https://x.com/maneco1964Follow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

Feb 2, 2026 • 24min
Uranium Set to Soar as Supply Deficit Grows and Global Power Demand 'Surging': Sam Hartmann
Sam Hartmann, VP of Exploration at F3 Uranium and veteran geologist with multiple Athabasca discoveries, discusses a growing uranium supply deficit poised to lift prices. He covers how production setbacks and tech‑driven power demand are reshaping the market. He also outlines F3’s JR and Tetra zone work, district potential, and plans to advance discoveries.

Jan 31, 2026 • 47min
China Buying 'Huge Quantities' of Silver - Will They Use It To Back the Yuan? Alasdair Macleod
Alasdair Macleod has a theory that one of the reasons China has been accumulating such massive amounts of silver, along with being one of the biggest producers of the metal in the world, is to prepare for a move to back the yuan and go on a silver standard in the country. Alasdair makes his case for what could be an earth-shattering move that would hasten the death of the dollar and change our monetary landscape forever.Get Your 'Stack Silver Not Fiat' Shirt: https://commodity-culture-shop.fourthwall.com/products/stack-silver-not-fiat-t-shirtMacleodFinance Substack: https://www.macleodfinance.comFollow Alasdair on X: https://x.com/MacleodFinanceFollow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

Jan 30, 2026 • 45min
Gold Could Surge to $20,000+ 'A Lot Faster Than People Expect': James Rickards
James Rickards is reiterating his call for $23,000 gold, and he breaks down all the factors currently driving his thesis and how market psychology will play a role in driving gold to 5-digits. James also explains why he thinks silver still has a long way to go, why the illusion of Fed independence is being shattered and what it means for markets, the Trump administration's revival of the Monroe Doctrine and how it could impact the geopolitical landscape and the gold price, and much more.Get Your 'Stack Silver Not Fiat' Shirt: https://commodity-culture-shop.fourthwall.com/products/stack-silver-not-fiat-t-shirtGet MoneyGPT: https://a.co/d/2GK5h6NFollow James Rickards on X: https://x.com/RealJimRickardsFollow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

Jan 29, 2026 • 32min
Silver - We're Going 'Much Higher' Than $1,000: Michael Piccioni
Michael Piccioni, President and CEO of Can-Am Bullion and host of the Gold Awakening podcast, offers sharp perspectives on precious metals. He previews dramatic silver upside tied to a normalizing gold-silver ratio. He discusses rising North American retail interest, the role of bullion banks and Asian physical demand, and practical buying and storage choices for stacking metals.

Jan 22, 2026 • 38min
Deficits, Debasement, and Big Money's Blessing - The 'Perfect Storm' for GOLD: Trey Wasser
Trey Wasser, CEO of Dryden Gold and an expert on precious metals, dives into the shifting landscape of the gold market. He discusses how geopolitical tensions and monetary policy changes are driving a 'perfect storm' for gold's price surge. Trey highlights the inevitable rise in demand due to de-dollarization and central bank strategies. He also shares insights on how institutional investments are increasingly favoring physical gold and what that means for mining equities. With exciting exploration plans at Dryden, the future looks promising for gold enthusiasts!

Jan 21, 2026 • 58min
Rick Rule Sold 80% of His Silver to Buy These Miners - 'I Know I Did the Right Thing'
Rick Rule hates to break it to the devout stackers who won't sell at any price, but he recently unloaded 80% of his physical silver and rotated much of that capital into silver mining stocks. Rick breaks down his reasoning behind the trade, why getting too emotionally attached to an asset class can spell disaster for investors, how he approaches evaluating companies in the precious metals mining space, and so much more.Get Your FREE Tickets to the VRIC (Jan.25 - 26): https://cambridgehouse.com/vancouver-resource-investment-conferenceGet Your 'Stack Silver Not Fiat' Shirt: https://commodity-culture-shop.fourthwall.com/products/stack-silver-not-fiat-t-shirtRule Investment Media: https://ruleinvestmentmedia.comRule Classroom: https://ruleclassroom.comBattle Bank: https://battlebank.comFollow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture


