

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

Dec 16, 2025 • 36min
Gold & Silver Will Keep Climbing But These Metals are Next to Explode: Gianni Kovacevic
Gianni Kovacevic is very bullish on the gold and silver sector and he believes the precious metals mining space is an area where speculators can still make outsized returns as both metals are soaring. Gianni also unpacks what he thinks are the next commodities to go parabolic, and he outlines his strategy for allocating capital in what he sees as a generational opportunity ahead in the mining sector. Get Your 'Stack Silver Not Fiat' Shirt: https://commodity-culture-shop.fourthwall.com/products/stack-silver-not-fiat-t-shirtGet Gianni's Book on Audible: https://www.audible.com/pd/My-Electrician-Drives-a-Porsche-Audiobook/1626348146?srsltid=AfmBOopMs_aGvwiSEEeHSFWg19rTAzu2ImuwxvH3s1tQwOa1Zbd8ojOzFollow Gianni on X: https://x.com/GianniKovFollow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

Dec 15, 2025 • 37min
Gold Has 'Much Further to Run' in 2026 - '$10,000 is Possible': Don Casturo and Kristof Gleich
Don Casturo and Kristof Gleich are seeing a clear paradigm shift when it comes to both precious metals and the commodities market as a whole, driven by deglobalization, dollar devaluation, shifting monetary policy, and a world waking up to the importance of hard assets. The duo provide their view on gold, silver, copper, nickel, and more, along with diving into how they're taking advantage with their investment strategies at Quantix Commodities and Harbor Capital.Harbor Capital Website: https://www.harborcapital.comQuantix Commodities Website: https://quantixcommodities.comFollow Kristof Gleich on Linkedin: https://www.linkedin.com/in/kristof-gleichDisclaimer: Commodity Culture was compensated by Harbor Capital Advisors 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

Dec 13, 2025 • 32min
$100 Silver, $6,000 Gold in 2026 - 'Both Metals Are Going A LOT Higher': Peter Schiff
Peter Schiff sees much higher prices for both gold and silver as we head into the New Year, driven by a rapidly devaluing US dollar, moronic fiscal and monetary policy in America, and a Fed that is losing all credibility, as it launches a new QE program and is set to lose independence when President Trump installs a new chair who will follow orders without question.Get Your 'Stack Silver Not Fiat' Shirt: https://commodity-culture-shop.fourthwall.com/products/stack-silver-not-fiat-t-shirtEuro Pacific Asset Management: https://europac.comThe Peter Schiff Show: https://www.youtube.com/@peterschiffFollow Peter on X: https://x.com/PeterSchiffFollow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

Dec 12, 2025 • 41min
4-Digit Silver Coming as Paper Game Ends - 'The Bankers Are Losing Control': Lynette Zang
Lynette Zang believes that once the paper manipulation game completely ends and true price discovery occurs in the silver market, the metal is headed to four digits, in a move that will shock investors who aren't paying attention. Lynette points out that silver's rapid rise past $60 is only the beginning of a parabolic run driven by physical demand and not rigged paper promises.Get Your 'Stack Silver Not Fiat' Shirt: https://commodity-culture-shop.fourthwall.com/products/stack-silver-not-fiat-t-shirtZang Enterprises: https://www.lynettezang.comLynette's Youtube Channel: https://www.youtube.com/@TheLynetteZangFollow Lynette on X: https://x.com/TheLynetteZangFollow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

Dec 11, 2025 • 28min
Is Nickel Next to Go Parabolic? The Metal Nobody’s Watching (Yet): Chris Showalter
Chris Showalter, CEO of Lifezone Metals (NYSE: LZM) thinks we could be on the cusp of a breakout in the nickel market, as the world wakes up to the importance of the metal and prices could be bottoming. Chris points out that Indonesia's dominance of nickel production changes the game and explains why Lifezone Metals, with their world-class Kabanga nickel project in Tanzania, is set to play an integral role in the future of this undervalued metal. Lifezone Metals Website: https://lifezonemetals.comFollow Lifezone Metals on X: https://x.com/LifezoneMetalsDisclaimer: Commodity Culture was compensated by Lifezone Metals for producing this interview. Jesse Day is not a shareholder of Lifezone 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

Dec 9, 2025 • 49min
I've Never Seen Anything Like This in Silver - 'Demand is Relentless': Keith Weiner
Keith Weiner is seeing something unprecedented in the silver market, as prices for silver in the future recently dropped lower than current prices, a phenomenon known as backwardation that indicates an extremely tight supply. This fact, coupled with rapidly increasing demand from India and silver reestablishing itself as a monetary metal, leads Keith to believe prices could be headed much higher up ahead.Get Your 'Stack Silver Not Fiat' Shirt: https://commodity-culture-shop.fourthwall.com/products/stack-silver-not-fiat-t-shirtMonetary Metals: https://www.monetary-metals.comWhen Gold Backwardation Becomes Permanent: https://www.monetary-metals.com/insights/articles/when-gold-backwardation-becomes-permanentFollow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

Dec 4, 2025 • 38min
Mission Critical - Reshoring the Minerals That Power America’s Military: Mark Smith
Mark Smith, CEO of NioCorp (NASDAQ: NB) is on a mission to reshore some of the most critical minerals to the American defense industry, metals such as Niobium and Scandium, with supply chains currently dominated by China. Mark breaks down the macro factors driving these metals, along with explaining how NioCorp plans to achieve its objectives, with the full backing of the federal government and the pentagon in bringing their polymetallic Elk Creek project online in Nebraska.NioCorp Website: https://www.niocorp.comFollow NioCorp on X: https://x.com/NioCorpDisclaimer: Commodity Culture was compensated by NioCorp for producing this interview. Jesse Day is not a shareholder of NioCorp. Nothing contained in this video is to be construed as investment advice, do your own due diligence.00:00 Introduction00:32 Importance of Niobium05:52 Can the US Onshore Production?13:08 Critical Minerals for Defense20:22 Overview of NioCorp26:09 Support From the Pentagon29:58 NioCorp's Cash Position35:15 Final Words on NioCorpFollow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

Dec 3, 2025 • 43min
With Silver on a Rampage, Which Mining Stocks Stand to Gain? John Feneck's Top Picks
John Feneck's conviction in the silver space has paid off and as the metal surges to all-time highs, he thinks the silver mining sector is set to go ballistic. John reveals his top picks in both the silver and gold mining sector, including some new entries to his portfolio, along with providing his outlook for both metals, why the AI bubble could be set to burst in 2026, his prediction for the Fed's next move, and much more. Get Your Commodity Culture Merch: https://commodity-culture-shop.fourthwall.comSign up to attend John's upcoming investor events: https://topshelf-partners.comFeneck Consulting: https://www.feneckconsulting.comJohn's email: john.feneck@yahoo.comFollow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

Dec 2, 2025 • 43min
'Violent' Move Coming in Silver - 'We Need $180' For Real All-Time High: Clive Thompson
Clive Thompson believes this silver bull market is not being driven by wild speculation but rather by rock solid fundamentals, including a glaring supply deficit that threatens to send prices soaring to new real all-time highs, which he estimates to be around $180 an ounce. Clive reveals the silver mining stocks he thinks most stand to benefit from such a move, along with providing his thoughts on the gold market, AI mania, the coming digital Euro, and much more.Get Your Commodity Culture Merch: https://commodity-culture-shop.fourthwall.comFollow Clive Thompson on Linkedin: https://www.linkedin.com/in/clive-thompson-661997251Clive's Youtube Channel: https://www.youtube.com/@clivethompson-jc9myFollow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

Dec 1, 2025 • 20min
Uranium Market at 'Hyperspeed' as US-Backed Nuclear Push Intensifies: Roger Lemaitre
Roger Lemaitre, CEO of Homeland Uranium (OTCQB: HLUCF | TSXV: HLU) thinks that the Trump administration's push to build more nuclear reactors in the US and encourage domestic uranium production is a game-changer for the industry. Roger breaks down how he sees this development impacting uranium developers and producers in America, including Homeland Uranium, with their US-focused uranium projects and commencement of a drill program at their Coyote Basin property.Homeland Uranium Website: https://www.homeland-uranium.comFollow Homeland Uranium on X: https://x.com/HomelandUraniumDisclaimer: Commodity Culture was compensated by Homeland Uranium for producing this interview. Jesse Day is not a shareholder of Homeland 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


