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Artwork for Commodity Culture

Commodity Culture

Jesse Day
Gold
Silver
China
Uranium
Copper
United States
Iran
Inflation
Gold Market
Russia
Central Banks
Geopolitics
Federal Reserve
Israel
Lithium
Venezuela
Ukraine
Trump Administration
Silver Market
Precious Metals

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.

PublishesDailyEpisodes560Founded3 years ago
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Artwork for Commodity Culture

Latest Episodes

Dean Pekeski, CEO of American Critical Minerals (OTC: APCOF | CSE: KCLI) sees massive importance in securing a domestic supply of potash in the United States, as food security enters the spotlight in the aftermath of the Iran war. Dean breaks down th... more

Earn up to a 4% yield on your physical gold or silver, paid in gold ounces: Monetary-Metals.com/Commodity

Mike McGlone thinks the time to get out of precious metals was when they were screaming to all-time highs, and he believe those prices ... more

Earn up to a 4% yield on your physical gold or silver, paid in gold ounces: Monetary-Metals.com/Commodity

Peter Schiff believes that the current dip in silver prices is a gift, as he sees prices going well north of $200 ahead. Peter also bre... more

YouTube

Earn up to a 4% yield on your physical gold or silver, paid in gold ounces: Monetary-Metals.com/Commodity

Dave Collum isn't mincing words when it comes to the madness of the SpaceX IPO and the current investor paradigm of valuing companies o... more

YouTube

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Recent Guests

Karl Kottmeier
CEO of EMP Metals
EMP Metals
Episode: Is Lithium the Next Major Bull Market? Supply 'Just Not There' as Prices Fly: Karl Kottmeier and Paul Schubach
Stephen Gray
CEO of FOXT Tungsten
FOXT Tungsten
Episode: This Metal Quietly Up 10x Since 2025 and We're Still in Early Innings: Stephen Gray
Kristof Gleich
president and chief investment officer at Harbor Capital
Harbor Capital
Episode: Gold Becomes World's No. 1 Reserve Asset - 'Room to Run' From Here: Don Casturo and Kristof Gleich
Don Casturo
founding partner and chief investment officer at Quantix Commodities
Quantix Commodities
Episode: Gold Becomes World's No. 1 Reserve Asset - 'Room to Run' From Here: Don Casturo and Kristof Gleich
Jon Bey
CEO of Standard Uranium
Standard Uranium
Episode: Uranium Poised For 'Major Breakout' - Fundamentals 'Never Been Stronger': Jon Bey
Douglas Macgregor
Colonel, strategist and guest on the program
The National Conversation (as referenced)
Episode: Trump 'Trapped' in Iran - '$200 Oil Before End of the Year': Col. Douglas Macgregor
Ashley Lastinger
CEO of Altura Energy
Altura Energy
Episode: 30%+ of Global Supply For This Commodity Just Went Offline, Time to Get In? Ashley Lastinger
Keith Bodnarchuk
CEO of Cosa Resources
Cosa Resources
Episode: 'Early Days' in 'Unprecedented' Uranium Bull Cycle - 'You Haven't Missed the Opportunity': Keith Bodnarchuk
Sean Foo
expert in the precious metals space, financial analyst
Sean Foo Gold YouTube channel
Episode: China and US in 'Commodity War' for Silver - 'Hundreds of Billions' at Stake: Sean Foo

Host

Jesse Day
Host of Commodity Culture

Reviews

4.1 out of 5 stars from 154 ratings
  • Geopolitical Nonsene

    Some good commodity commentary.

    However, geopolitical propaganda nonsense always spouted here by know nothing russia& CCP (paid?) vatnik simping“realist” guest speakers including Doomberg, Douglas McGregor(some possibly without their even realising)

    Ukraine is NOT a proxy war. Imperialist russian genocidal invasion started 2014 before major US involvement. Learn about Revolution of Dignity. Learn about Ukrainian history. agency. Watch Winter on Fire. russia is not “winning” it is losing bad... more

    Apple Podcasts
    1
    Poddering
    United Kingdom25 days ago
  • 5/6/26

    Iran has financed international terrorism for 40+ years, intimidated its neighbors and extorted shippers.

    You are clueless

    Apple Podcasts
    2
    Southsiderichie
    United States2 months ago
  • All depends of the invite

    Great when some people like Joseph Schachter and Rick rule are interviewed

    Not as good when it is Ying and yang by news letter editor as skilled they might be as it might be ending up being too commercial

    Apple Podcasts
    2
    jerome.tordo
    France4 months ago
  • 12/23/2025

    Do your due diligence on maritime law.

    Apple Podcasts
    2
    Southsiderichie
    United States6 months ago
  • Russian funded

    Either ridiculously naive or paid by Russian Govt promote Kremlin talking points

    Apple Podcasts
    1
    Jonnyjonjonjon
    United Kingdom8 months ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Some reviews skew negative around guest selection or perceived sponsorship cues.
Listeners appreciate top-tier guests and strong market theses from macro-heavy episodes.
The host is often praised for clarity and depth, though opinions on style vary among critics.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

'Significant' Supply Deficit Will Keep Sending Copper Prices Higher: Ian Harris
Q: Why do you think the copper market remains structurally bullish despite short-term volatility?
Because the supply side cannot respond quickly enough: long lead times, declining grades, greenfield challenges, and limited inventories mean demand growth from electrification and digital infrastructure will continue to outpace supply over the next several years, keeping copper prices on a higher trajectory.
'Significant' Supply Deficit Will Keep Sending Copper Prices Higher: Ian Harris
Q: What signs would you be watching in that broad market correction that would make you believe now is really a major buying opportunity?
We would look for a clearer bottoming pattern in risk assets, a stabilizing breadth in the market, and an attenuation of heavy macro-drag concerns, after which copper equities historically tend to recover as the macro backdrop remains supportive for real assets and inflation hedges.
Is Lithium the Next Major Bull Market? Supply 'Just Not There' as Prices Fly: Karl Kottmeier and Paul Schubach
Q: What's driving the lithium price action and the supply-demand dynamics right now?
The interviewees emphasize the surge in EV and energy storage demand, coupled with a persistent supply shortfall, which has propelled lithium prices higher and created upside potential for producers, especially those employing new extraction technologies like direct lithium extraction (DLE).
This Metal Quietly Up 10x Since 2025 and We're Still in Early Innings: Stephen Gray
Q: The price of Tungsten has risen dramatically since 2025. What factors are driving this rise, and is there more room for growth before the market catches up with valuations?
The rise is driven by geopolitical tensions with China, a fundamental supply deficit, and domestic price dynamics that show domestic Tungsten prices moving higher alongside global benchmarks; the market is expected to stay in deficit for several years.
This Metal Quietly Up 10x Since 2025 and We're Still in Early Innings: Stephen Gray
Q: Could you expand a little bit more on the investment thesis for Tungsten in terms of why investors should be interested in this metal, maybe some supply demands, fundamentals, and dynamics that you think people should be paying attention to?
Tungsten is a critical mineral with supply concentrated in China (about 80%), a lack of North American mines, and export controls that have caused price spikes. This combination creates a persistent deficit and potential for price support as demand grows and domestic supply remains limited.

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Frequently Asked Questions About Commodity Culture

What is Commodity Culture about and what kind of topics does it cover?

The show centers on deep-dive conversations with prominent investors, fund managers, analysts, and mining company leaders, focusing on commodities like precious metals, oil and gas, uranium, and agricultural markets. Episodes blend macro storytelling with company-level insights, exploring market dynamics, geopolitical risk, exploration strategies, and capital markets around mining and energy. A standout throughline is connecting geopolitical events and policy shifts to commodity pricing and investment opportunities, often featuring expert guests who provide actionable perspectives for investors, traders, and sector stakeholders.

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Rephonic provides a wide range of podcast stats for Commodity Culture. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to Commodity Culture and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

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Which podcasts are similar to Commodity Culture?

These podcasts share a similar audience with Commodity Culture:

1. Palisades Gold Radio
2. Sprott Money News
3. The Competent Investor
4. ITM Trading Podcast
5. Mining Stock Education

How many episodes of Commodity Culture are there?

Commodity Culture launched 3 years ago and published 560 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Commodity Culture?

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Where can I see ratings and reviews for Commodity Culture?

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What guests have appeared on Commodity Culture?

Recent guests on Commodity Culture include:

1. Karl Kottmeier
2. Stephen Gray
3. Kristof Gleich
4. Don Casturo
5. Jon Bey
6. Douglas Macgregor
7. Ashley Lastinger
8. Keith Bodnarchuk

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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