Commodity Culture

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.

Episodes

September 28, 2025 34 mins

James Rickards thinks the gold bull market is just getting warmed up and as debt and deficits spiral out of control, central banks continue to stack at a breakneck pace, and the metal's role as money is once again embraced, we will hit an eye-watering gold price of $23,000. James also explains why he believes silver will continue to rise dramatically, why the greatest enemy facing America lies within, why the Russia-Ukraine co...

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Shawn Khunkhun, CEO of Dolly Varden Silver (NYSE-A: DVS | TSX-V: DV) believes that the silver price is just getting warmed up, and a move into the $60 to $70 range is likely to happen much faster than most anticipate. Shawn breaks down all the factors behind his thesis for silver to rip, along with providing an update on Dolly Varden Silver, including recent drill results, why the company is still tremendously undervalued, their pl...

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Doomberg believes that the US will attack Venezuela and ignite a kinetic war in a bid to secure the country's vast oil reserves, overthrow sitting President Nicolás Maduro, and bring American 'democracy' to yet another struggling nation. Doomberg outlines the reasons why he thinks things are about to heat up, along with giving his take on the MoU between Russia and China for natural gas, why the EU's economic co...

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Bob Moriarty believes a worldwide revolution has begun and he implores you to focus on the real root cause of rising civil unrest and expanding global conflict: the fiat Ponzi experiment we have all been living under since Richard Nixon removed gold from backing the dollar in 1971. Bob argues that since then, the global economy has been fundamentally broken and governments have racked up unprecedented debt and printed insane amount...

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Stefan Sklepowicz, CEO of Kirkland Lake Discoveries (OTCID: KLKLF | TSX-V: KLDC) makes a case for gold slowly but surely reentering the monetary system, as central banks globally pile in, Basel III redefines gold as a tier one asset, BRICS nations look to use it as a benchmark in global trade, and much more. Stefan also explains how Kirkland Lake Discoveries fits into the overall picture, with their massive land package in the hist...

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Danielle DiMartino Booth thinks that record passive inflows, momentum, and speculation are the main factors currently driving the stock market and while in the short term, the party could continue, eventually reality will rear its ugly head and deliver a long overdue reckoning for the Mag 7 and inflation tech stocks. Danielle also discusses the rising crisis she sees in the housing market, gold's role as a hedge in our uncerta...

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Michael Pento is sounding the alarm on a multitude of epic bubbles that are set to burst in the real estate, credit, and stock markets. As the middle class gets completely crushed into poverty due to continued inflation and stagnant wage growth, the real danger begins with a collapse in credit markets, followed by a 30 to 50% crash in the stock market, which Michael estimates could take decades to fully recover.

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John Feneck thinks we're still in the early stages of a bull cycle for gold and silver mining stocks that is presenting a generational opportunity for investors who understand the thesis. John explains the main catalysts driving the precious metals markets and presents the companies he's investing in to maximize gains and take full advantage of the profits coming for the miners, as gold and silver prices continue to defy ...

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Peter Grandich is massively bullish on gold and believes the fundamental argument for holding the metal has never been better. With most of both Main Street and Wall Street having little to no allocation to precious metals, even as the metal rockets to new all-time highs, the stage has been set for a bull market in both gold and silver that will leave many in the dust. Peter has also changed his stance on the broad stock market fro...

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Peter Schiff thinks that although we've recently hit new all-time highs for gold, this is only the beginning of an epic rise that will completely shock the world and markets by reaching at least $12,000 this cycle. Peter also discusses why triple-digit silver is almost a certainty, why gold and silver mining stocks are still tremendously undervalued, how the Fed's move to cut rates in the face of rising inflation could ig...

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Jordan Roy-Byrne thinks the seemingly hyperbolic calls for $1000+  silver may appear absurd to some, but according to technical analysis he's done using over a century of price data, we will get to four digit silver eventually. Jordan also break down why he thinks both gold and silver have just begun an epic bull cycle that will last a decade or more, along with revealing insights into how he evaluates and selects stocks in th...

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Trey Wasser, CEO of Dryden Gold (OTCQB: DRYGF | TSXV: DRY) thinks that if the Fed gives in to external pressures to lower interest rates, we will enter a period of serious stagflation: slowing economic growth combined with a resurgence in inflation, one that will be an ideal environment for a higher gold price. Trey also discusses Dryden's latest drill results and their plans for the remainder of 2025 and beyond.

Dryd...

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Lynette Zang sees silver as one of the most undervalued assets on the planet right now, with a long history of price manipulation through paper contracts on the futures markets, but as the bullion banks find themselves caught in a short squeeze and are forced to cover, the true price of silver could rise to north of $1,000, with gold breaking $30,000. Lynette also discusses the GENIUS Act and the scourge of stablecoins, the possibi...

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Eric Yeung sees a multitude of signs that the world is slowly but surely remonetizing gold, and a recent trade of $1 Billion in the GLD ETF is another symptom of big money behind the scenes preparing for a future where gold's role as money becomes more and more apparent. On the silver side, Eric points out that the Saudi central bank has now taken a large stake in the SLV ETF, one of the first forays by a central bank into the...

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Gary Savage is extremely bullish on the precious metals and he believes we are in the early stages of a cycle that will easily take gold to $10,000 and silver well into the triple-digits. The key lies in the loosening grip of bullion banks on the price of both metals, as supply-demand realities are starting to establish themselves, and paper short positions are starting to evaporate. Gary also gives his view on gold and silver mini...

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Brad Rourke, CEO of Scottie Resources (OTCQB: SCTSF | TSXV: SCOT) believes that BRICS nations starting to trade gold for oil is heralding the end of the petrodollar and as the questions of the US revaluing its reserves looms large, gold is slowly but surely establishing itself as money again. President of the company, Thomas Mumford also dives into how Scottie Resources fits into the picture, with their near mine projects in the Go...

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Ed Steer sees clear signs that silver inventory levels continue to drop, and the bullion banks massively shorting the metal are in for a world of hurt when their paper charade collapses as supply-demand fundamentals can no longer be ignored. Ed cites facts such as the SLV ETF adding 10 million ounces recently, China travelling around the world to buy up silver concentrate directly from miners, and the trend of big money going long ...

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Galen McNamara, CEO of Silver47 (OTCQB: AAGAF | TSXV: AGA) points out that the US electricity grid needs a major overhaul to make way for AI data centers, to the tune of ten times current output and to do that, you've got to have silver. Galen discusses how Silver47 fits into the picture, with ongoing drill projects at their US-focused silver properties.

Silver47 Website: https://silver47.ca
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 Michael Oliver thinks silver's run is just getting started and now that it's taken out 14-year highs, he's expecting a lighting-fast run to over $60, before it eventually reaches new real all-time highs. His prognosis for Bitcoin is much more dire and he believes that when the stock market bubble bursts, Bitcoin may enter an epic crash that will shake out all but the most die-hard enthusiasts.

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 Peter Akerley, CEO of Erdene Resource Development (OTCQB: ERFCF | TSX: ERD) sees the continued trend of countries looking to settle trades outside of the US Dollar, and the BRICS nations keep ramping up their gold reserves, the perfect storm for both the metal and the mining stocks is forming, one that could result in a bull run for the ages. Peter discusses how Erdene Resource Development fits into the picture, with near-term pro...

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