

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

Jan 4, 2023 • 52min
When the Oil Cycles Turn, a 50 to 500x Return is Entirely Possible: Shubham Garg
Founder and CEO of White Tundra Investments Shubham Garg doesn't see any other investment opportunity out there like the oil and gas sector. He explains how years of underinvestment in the sector, declining reserves worldwide, and the end of the shale oil boom are driving the supply/demand fundamentals into a very lucrative setup for investors poised to capitalize.White Tundra Investments: https://www.whitetundra.caWhite Tundra Investments on Youtube: https://www.youtube.com/channel/UCXjeS58HtikT-6hNSWnn64AShubham on Twitter: https://twitter.com/WhiteTundraSGFollow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

Dec 28, 2022 • 36min
The Big Players Manipulating Gold and Silver May Have Left the Stage: Craig Hemke
Craig Hemke of the TF Metals Report has a suspicion that the major entities manipulating the gold and silver price may have stepped away, potentially allowing true price discovery in 2023. Craig also gives his take on CBDCs, climate lockdowns, and more.TF Metals Report: https://www.tfmetalsreport.comFollow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

Dec 24, 2022 • 35min
Nothing is Holding Silver Back From Hitting $50 in This Cycle: Lior Gantz
Founder and Editor of Wealth Research Group Lior Gantz gives his forecast for silver and gold in 2023 and explains why he believes we are currently in a bull cycle for the precious metals. Lior also discusses the possibility of a BRICS nations currency, crypto money flowing into the gold sector, and the commodities he's most bullish on.Wealth Research Group: https://www.wealthresearchgroup.comMalacca Report: https://www.wealthresearchgroup.com/taiwanFollow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

Dec 21, 2022 • 46min
These are the Uranium Stocks I'm Most Bullish On For 2023: Terry Papineau
Notable uranium investor Terry Papineau joins the show to give a year in review for uranium in 2022 and his forecast on the top catalysts, stories, and stocks in the uranium sector as we move into 2023.Terry Papineau on Twitter: https://twitter.com/TerryPapineau2Follow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

Dec 14, 2022 • 38min
It's Crystal Clear That the ESG Agenda Has Come Back Like a Boomerang: Ronald Stöferle
Fund Manager at Incrementum AG and author of the In Gold We Trust Report Ronald Stöferle provides his insights into the commodities market and the emerging energy crisis, particularly in regards to the damage caused by ESG regulations and so-called "green" government policies. Ronald also breaks down the fractional reserve banking system and gives his outlook on silver and gold.Full version of the In Gold we Trust Report 2022:https://ingoldwetrust.report/download/19434/?lang=enIncrementum AG: https://incrementum.li/enFollow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

Dec 7, 2022 • 31min
Once Big Funds Start Investing, It's Game On for Silver: Chris Marcus
Chris Marcus of Arcadia Economics explains why he sees a major supply shortage for silver up ahead, with increased retail buying, industrial demand, and the potential for institutional investors to enter the space leading his thesis. Chris also lays out how he envisions a return to sound money, where precious metals once again form the backbone of our financial system.Arcadia Economics Channel: https://www.youtube.com/@arcadiaeconomics Arcadia Economics Website: https://arcadiaeconomics.comFollow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

Nov 30, 2022 • 31min
These Gold and Silver Mining Stocks Are Massively Underpriced: John Feneck
Portfolio Manager and President of Feneck Consulting John Feneck reveals the gold and silver mining stocks that he sees the greatest opportunity in and explains why he believes holding physical precious metals is not an attractive proposition in the current market environment. John also discusses his top stock picks for the uranium, copper, and oil & gas sectors.Feneck Consulting: https://feneckconsulting.comJohn's Twitter: https://twitter.com/FeneckConsulti1Follow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

Nov 23, 2022 • 33min
Nuclear and Natural Gas Will Be the Biggest Winners in the Energy Sector: Brian Gitt
Energy Investor and Writer Brian Gitt explains why he sees nuclear power and natural gas as the future of energy, along with breaking down persistent myths around ESG and renewable energy like wind and solar.Brian Gitt on Twitter: https://twitter.com/BrianGittBrian's Website: https://briangitt.comFollow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

Nov 21, 2022 • 36min
Demand For Uranium is Increasing Dramatically and Supply Can't Keep Up: Scott Melbye
CEO of Uranium Royalty Corp Scott Melbye draws on his nearly 40 years of experience in the uranium sector to lay out his thesis for nuclear power and explain why he sees a dramatic increase in uranium demand developing.Uranium Royalty Corp: https://www.uraniumroyalty.comFollow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

Nov 16, 2022 • 41min
The Oil & Gas Sector Presents A Tremendous Opportunity Right Now: Josh Young
Josh Young from Bison Interests joins the show to present his thesis for investing in oil and gas and explain why he doesn't see any opportunity in the commodities space that is quite as compelling.Bison Interests: https://bisoninterests.comBison Interests on Twitter: https://twitter.com/BisonInterestsJosh Young on Twitter: https://twitter.com/Josh_Young_1Follow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture


