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Commodity Culture

Jesse Day
Commodity Culture
Latest episode

484 episodes

  • Commodity Culture

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

    06/2/2026 | 35 mins.
    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
  • Commodity Culture

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

    05/2/2026 | 27 mins.
    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
  • Commodity Culture

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

    04/2/2026 | 35 mins.
    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
  • Commodity Culture

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

    03/2/2026 | 37 mins.
    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
  • Commodity Culture

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

    02/2/2026 | 23 mins.
    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

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About Commodity Culture

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.
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