Jesse Day

Global Energy 'NEVER Been More Exposed', Here's How We Get Out of This

Preview:An interview on Commodity Culture with Fusion Fuel director John Paul Bwell argues that global energy security has become a core investment theme as Middle East instability exposes single-route supply chains. He pitches Fusion Fuel as a diversified, asset-light energy platform spanning gas utilities, green hydrogen, biomass thermal, and an upcoming uranium royalty portfolio.

GOLD Set to Soar as US Prepares 'MASSIVE Attack' on Iran: Simon Hunt

Preview:Simon Hunt argues the Iran conflict is likely to escalate after the ceasefire expires, with the U.S. pursuing a broader strategy to preserve hegemony, pressure BRICS, and weaken China. He expects this to be inflationary and disruptive across energy, metals, and global supply chains, with gold and silver benefiting over time and copper initially constrained by supply shocks before a later demand fade.

THESE Mining Stocks to Profit in Coming Crisis 'Worse Than Great Recession': Mining Stock Monkey

Preview:Jordan of Mining Stock Monkey argues the U.S. is at high recession risk because of rising consumer credit stress, worsening auto and student loan delinquencies, weak sentiment, and BNPL usage for essentials. He thinks that makes precious-metals royalty/streaming names safer than producers late in a gold bull market, while also flagging copper, iron ore, and West African gold producers as more recession- or sovereign-risk exposed.

'Never Been More Bullish' - 'Unbelievably CHEAP' Gold & Silver Stocks Set to Rip

Preview:The discussion is a strongly bullish precious-metals interview centered on gold, silver, and mining stocks. The guests argue that the recent selloff was mainly driven by war-related liquidation and that the broader backdrop—geopolitics, high debt, and weak market internals—still supports much higher gold and silver prices, with miners viewed as unusually cheap.

'This is a Buying Opportunity' - GOLD & SILVER at These Prices Won't Last

Preview:An interview with Norsemont Mining CEO Mark Levy who argues the Iran-driven pullback in gold and silver is a buying opportunity. He is bullish on higher gold and especially silver prices, says mining equities are most undervalued, and lays out Norsemont’s path to restarting production at its Choco Olympic project in northern Chile.

'Incredibly Reckless' Hormuz Blockade Risks WAR With China and Global CRISIS: Alex Krainer

Preview:Alex Krainer argues the U.S. attack on Iran was strategically reckless, driven by a mix of Israeli influence and Western imperial aims, and that the attempted Hormuz blockade risks global recession and even U.S.-China military escalation.

'Uprisings Everywhere' - Iran WAR Just the Start of Global CHAOS: Martin Armstrong

Preview:Martin Armstrong argues the Iran war is not an isolated event but the start of a wider global breakdown: energy chokepoints, civil unrest, NATO-Russia escalation, and political-system failure. He says Netanyahu drove the conflict for years, Trump underestimated the risks, and the main near-term danger is disruption to the Strait of Hormuz and the wider banking/energy system.

'It's Not Just an Oil Story' - How Will Gold and Uranium React as Ceasefire BREAKS?

Preview:A Commodity Culture interview with Jesse Day and Ben Elvage argues that the Iran conflict is reinforcing, not weakening, the commodity case: uranium supply-demand tightness, gold’s safe-haven bid, and rare earth/geographic supply risk all support broader physical metals exposure. The conversation also introduces metals.io as a platform for buying tokenized, physically backed exposure to uranium, gold, rare earths, and potentially more metals.

Don't Count Out GOLD and SILVER, Long Term Trend 'Extremely Constructive': Sheldon Inwentash

Preview:Sheldon Inwentash argues that precious metals, especially gold and silver, remain in a constructive long-term uptrend despite geopolitical volatility and recent pullbacks. He is more constructive on gold, silver, copper, and select miners than on uranium or oil in the near term, and he also highlights 3D Capital’s early-stage investing in mining, AI, and quantum computing.

SILVER To New Highs 'In 2026' as 'Highway to Hyperinflation' Dead Ahead: Mark Thornton

Preview:Mark Thornton argues that war-driven supply shocks and weakening confidence in the dollar are pushing precious metals higher, despite a sharp correction in silver and near-term headwinds from higher rates and oil. He remains bullish on silver making new highs in 2026 and sees the U.S. moving closer to a hyperinflationary dollar regime as fiat credibility erodes.

URANIUM Supply Deficit 'Getting Worse' - Price Going 'Much Higher' Ahead

Preview:A bullish uranium interview centered on a structural supply deficit, rising utility and tech demand, and Jaguar Uranium’s South America-focused exploration portfolio in Argentina and Colombia.

SILVER Headed to $300 - $500 THIS YEAR and 'It Will STAY There': Michael Oliver

Preview:Michael Oliver argues silver has broken into a historic momentum regime and could reach $300-$500 this year, with the move likely to persist. He says war headlines are a distraction, commodities are broadly underpriced versus monetary degradation, and silver miners should outperform gold miners.

$100 SILVER Was 'Just a Taste' of Coming 'Generational Bull Market'

Preview:A Commodity Culture interview with Silver 47 CEO Gayen McNamara focused on the recent violent silver rally and why he thinks the metal is in a generational bull market. He argues that silver remains undervalued versus gold, that silver equities have not yet fully caught up, and that Silver 47 offers leverage through US-based high-grade projects, drilling catalysts, and a tailings reprocessing opportunity.

Gold, Silver, Copper in 'Really Good Shape' as 'Bullish Signals' Intensify

Preview:An interview on Commodity Culture with Sasquatch Resources CEO Peter Smith. Smith argues gold, silver, and copper remain structurally constructive despite near-term volatility, and he pitches Sasquatch’s reclamation-focused model of processing legacy mine waste as a lower-cost, faster-permitted way to produce metals while improving the environment.

'Trump is Trapped' in Iran as Israeli Fanatics Push For Total Armageddon: Bob Moriarty

Preview:Bob Moriarty argues the Iran war is really about Netanyahu’s survival and alleged blackmail leverage over Trump via Epstein-related files, not Iran’s nuclear program. He says the conflict is already trapped, could escalate catastrophically, and may drive energy disruption, while gold/silver are best viewed as crisis insurance rather than simple trades.

Iran War 'Final Nail' in Coffin of US Economy - 'It's Spiraling Out of Control': Melody Wright

Preview:Interview focused on Melody Wright’s bearish view that the Middle East war is worsening an already fragile U.S. economy, with near-term inflation from energy shocks but a broader deflationary bust ahead. She argues housing, private credit, and the AI-led mega-cap tech complex are all showing stress, while the war and fiscal response may be accelerating a larger regime break.

This WAR is For the Dollar - Watch GOLD as Major Escalation IMMINENT: Eric Yeung

Preview:Eric Young argues the Iran war is primarily a geopolitical and monetary fight tied to the dollar system, with gold and silver reacting to disrupted oil flows, RMB settlement, and a potential liquidity squeeze. He is constructive on the metals longer term but warns near-term volatility could still force a sharp washout before prices recover.

Ignore Short Term NOISE: Bullish Trends Driving GOLD 'Firmly Intact'

Preview:Commodity Culture interviews US Gold Mining CEO Tim Smith about gold’s selloff during the Iran conflict, central bank buying, Fed policy, and the company’s Whistler gold-copper project in Alaska. Smith argues the recent weakness is a short-term macro squeeze, while the longer-term bullish gold setup and the company’s development path remain intact.

'Uncertainty' in Markets Driving Major Opportunity in URANIUM For Contrarians

Preview:Interview focused on uranium supply-demand tightening, U.S. nuclear renaissance, and Vera Energy’s New Mexico ISR projects. The guest argues uncertainty, geopolitics, and deregulation could support uranium prices and equities, while emphasizing jurisdiction, management, and patience.

'No Buffer' To Stop ENERGY From Soaring as Hormuz Choked and War Escalates

Preview:The interview centers on Paul Clark’s bullish case for European gas and CanCambria Energy, framed by an Iran/Hormuz escalation that he says is lifting oil and gas prices sharply. He argues Europe’s lack of gas storage and dependence on LNG create a durable need for domestic supply, and he positions CanCambria’s Hungarian project as a near-term production story with attractive fiscal terms and a sizable resource.

'The System is DEAD' - 4-Digit SILVER Coming as 'Doom Loop' Accelerates: Lynette Zang

Preview:Interview with Lynette Zang arguing that the fiat system is already in collapse, with paper-silver price swings driven by speculation and liquidity needs rather than fundamentals. She sees rising gold and potentially much higher silver as part of a broader transition to sound money, while warning that conflict, debt, and digital controls are accelerating a financial and political “doom loop.”

Lithium's EPIC Comeback in 2026 - 'Huge Increase' in Demand as Price Soars

Preview:Jesse Day interviews Energy X CEO Teague Egan about a bullish lithium setup driven by rising demand, tighter supply, and government support for critical minerals. Egan argues lithium demand is still early in a multi-decade growth trend, with EVs and especially battery energy storage systems underpinning higher consumption, while Energy X aims to be a low-cost DLE producer in the US and Chile.

Why Isn't GOLD Spiking as Iran War Rages? 'Be Careful What You Wish For': Keith Weiner

Preview:Keith Weiner argues the Iran war has not mechanically triggered a gold spike because the immediate market response is dollar-liquidity demand and asset liquidation, not a simple “war = gold up” trade. He says gold remains structurally attractive, silver supply is still tight, the dollar system is still powerful but weakening over time, and only extreme escalation such as nuclear use would likely produce a dramatic repricing.

COPPER Boom Incoming: 'Very Strong' Future Amid Global Demand Surge

Preview:An interview on Commodity Culture with Aoko Resource CEO Ian Graham argues that copper is in a strong cyclical upswing and may stay supported for years by tight supply, rising demand, and improving project economics. The discussion centers on Aoko’s Santo Tomas copper project in Mexico, its PEA results, upcoming PFS drilling, funding, and local security/community issues.

COPPER Next Up to SHOCK the Market - 'Serious' Deficit as Demand Skyrockets

Preview:An interview on Commodity Culture with Copper Giant CEO Ian Harris arguing that copper is entering a long-duration bull cycle driven by electrification, AI/data centers, national security, and a looming supply deficit. He says near-term volatility from Iran, oil, tariffs, and stockpiling can move prices, but the bigger story is structural scarcity, declining grades, and a shortage of large near-surface projects.

SILVER Rally of 'BIBLICAL Proportions' Ahead, Shorts 'Fighting a Losing Battle': Ed Steer

Preview:Ed Steer argues that silver is in a major short-squeeze setup driven by shrinking COMEX short positions, rising physical demand, and large inventory drawdowns across global exchanges. He also says precious metals, mining equities, and broader markets are being actively managed, and that geopolitical shocks plus oil inflation will eventually force much higher prices.

SILVER 'Just Waking Up' - $300+ In Play For 2026: Andy Schectman

Preview:Andy Schectman argues silver is still early in a powerful bull move, with war, supply deficits, and delivery stress all reinforcing the case for much higher prices. He is also bullish on gold’s remonetization, wary of gold-backed stablecoins as a CBDC-like bridge, and pessimistic on the US economy and politics if war-driven inflation persists.

This URANIUM Market 'Different Than EVER Before' - 'We're in Structural Deficit' NOW

Preview:A Commodity Culture interview with Eagle Nuclear Energy CEO Mark Mukija argues the uranium market is already in a structural deficit and may worsen as nuclear buildouts, AI power demand, and U.S. policy support collide. The company’s pitch centers on a large domestic uranium asset in Nevada plus early-stage SMR technology, with a stated plan to de-risk Aurora and eventually bring it into production.

'Buy Stuff That's CHEAP' - Mining Stocks With MASSIVE Upside: Mining Stock Monkey

Preview:Interview with Mining Stock Monkey founder Jordan on a simple commodities strategy: buy cheap assets, avoid expensive ones, and focus on quality mining/royalty names with margin of safety. He is constructive on Altius and Royal Gold, cautious on silver and oil after the recent spike, and describes why he sold half of B2Gold.

$10k GOLD 'When, Not If' But THESE Metals and Miners NEXT to Explode: Gianni Kovacevic

Preview:Commodity Culture host Jesse Day interviews Johnny Kovacevic on a broadly bullish, highly speculative view of metals and energy transition commodities. The discussion centers on gold, silver, copper, lithium, phosphate, and natural gas, with Kovacevic arguing that electrification, de-dollarization, and selective drill-bit opportunities in juniors are the best ways to play the cycle.

Regime Change, Forever Wars, and the MADNESS of the 'Elite': Marc Faber

Preview:Marc Faber argues the Iran war is likely to be prolonged, inflationary, and disruptive for markets, with gold and other real assets still attractive as insurance while U.S. stocks and bonds look expensive or weak. He also sees a turning point in emerging markets and warns that political elites, Epstein-related blackmail, and war could be interconnected, though he expects little accountability.

Government and Big Tech ALL IN on URANIUM - 'Supply Can't Keep Up'

Preview:Interview with Noble Plains Uranium CEO Drew Zimmerman arguing that uranium’s demand is accelerating from nuclear buildout, AI/data centers, and government-backed fuel security while supply remains constrained. The company pitch centers on advancing Wyoming brownfield projects toward compliant resources, with Duck Creek and Shirley Central as near-term catalysts.

2026 METALS OUTLOOK

Preview:Jesse Day, a VRIC conference moderator, presents a strongly bullish outlook on uranium, arguing the sector remains early in a bull run that began in 2020. He highlights extraordinary supply deficits, production cuts from the two largest producers (Kazatomprom and Cameco), and growing nuclear energy acceptance as catalysts. He also covers silver (bullish long-term on supply deficits but cautious near-term after parabolic run to ~$114) and copper (bullish on developing-world demand, though cautious on electrification narrative). His highest-conviction pick across all timeframes is uranium.

'A STORM is Coming' - '40 to 50%' Crash Ahead as Market Bubble Starts to Crack: Edward Dowd

Preview:Edward Dow argues that a broad market break is coming from three converging stress points: a U.S. housing downturn, a cracking AI/tech bubble, and China’s demographic/real estate slowdown. He expects a 40-50% equity drawdown, favors long-duration Treasuries and cash in the near term, and remains constructive on gold and silver over the long run, though he thinks they may need a consolidation first.

SILVER 'Disappearing' as Premiums SKYROCKET - 'Completely Insane': Ian Everard

Preview:Ian Everard argues that silver is still the stronger precious-metal trade versus gold because of structural supply deficits, rising industrial demand, shrinking retail availability, and tariff-related import disruption. He also frames gold as re-entering the monetary system, warns that CBDCs could tighten financial control, and pitches rhenium as an underappreciated industrial metal tied to jet engines and turbines.

OIL Headed Back to $100+, 'Every Area' of Energy Set to Soar: Josef Schachter

Preview:A Commodity Culture interview with oil analyst Joseph Schachter argues that global energy demand is still early-cycle, inventories are only normal-to-tight, and a mix of geopolitical risk plus underinvestment could push oil back toward and even above prior highs. He is especially bullish natural gas, but warns Canadian heavy oil faces long-term competition from a possible Venezuelan rebound unless export capacity expands.

Huge Upside With Wheaton Precious Metals

Preview:Randy Smallwood argues Wheaton Precious Metals is the lower-risk, high-margin way to own precious metals exposure. He says the company’s streaming model avoids mining cost overruns, generates growing cash flow from a diversified portfolio, and is positioned to keep compounding as gold, silver, and copper projects advance.

'99% Chance' of WAR With Iran, America 'Under Israeli Command': Douglas Macgregor

Preview:Douglas McGregor argues a US strike on Iran is highly likely and would essentially be an Israeli-directed war, while warning that the outcome is uncertain, escalation could draw in Russia/China indirectly, and domestic backlash in the US could be severe. He also ties the discussion to Epstein accountability, de-dollarization, gold’s role as reserve asset, rare earth supply-chain vulnerability, and a broader thesis that Trump lacks a coherent strategy and is steering the US into avoidable conflict.

BUY THE DIP: 2026 SILVER OUTLOOK

Preview:A Vancouver conference panel argues silver is in a rare revaluation phase: supply deficits, strategic/national-defense demand, and renewed retail/investment buying are pushing the metal into a parabolic move. The speakers agree the move is volatile and likely unsustainable in a straight line, but they think the fundamental backdrop is strong enough that pullbacks should be bought rather than feared.

Worst CRASH Since 2008 Ahead, Then '$20k Gold, $500 Silver': David Hunter

Preview:David Hunter argues the market is finishing a consolidation and should continue higher for a few months before a major bust later this year, with small caps and tech still participating. He remains extremely bullish on gold, silver, miners, and commodities into the bust-and-reinflation sequence, while warning that the eventual downside could be historic.

The Truth About The Future of Greenland

Preview:Former Canadian Defence Minister Harjit Sajjan discusses Trump's Greenland ambitions, NATO cohesion, Canada-China trade diplomacy, critical minerals strategy, and Ukraine war funding at the Vancouver Resource Investment Conference. He argues Trump's Greenland rhetoric is damaging the transatlantic bond but expresses cautious optimism that diplomatic solutions exist. Sajjan defends Canada's defense spending trajectory, praises PM Carney's Davos speech, advocates engaging China on trade while protecting red lines, and insists continued Ukraine support is essential to avoid costlier future conflicts.

The Collapse of Canada and How To Get Out (While You Still Can)

Preview:The speaker argues that Canada is becoming less livable and less investable because of rights restrictions, censorship, heavy taxation, rising living costs, weak accountability, and what he sees as institutional corruption. His solution is to build an exit plan: keep or create remote income, diversify residency and citizenship, and relocate to lower-cost jurisdictions such as the Balkans, Southeast Asia, or South America.

Is ENERGY a Contrarian's Dream? Peak OIL Demand 'Lifetimes Away'

Preview:A conversation with Presidio Petroleum co-CEO Will Olrich argues that oil and gas are still structurally underowned and undervalued, with major macro headwinds but strong cash-flow generation. The interview centers on Presidio’s public-market debut, its non-drilling acquisition strategy, and a large dividend model designed to return cash while growing through rollups.

EU 'Set to Expire' as 'Tornado of Incompetence' Leads to Economic SUICIDE: Doomberg

Preview:Doomberg argues that geopolitics is increasingly energy-driven, with Venezuela, Iran, Canada/China, and the EU all framed through oil, power, and industrial capacity. The core view is bearish on oil over the longer run but tactically alert to war-driven spikes, bullish on gold as a reserve asset in a fragmented world, and skeptical that current Western political institutions can course-correct.

SILVER Must RESET To 'Multiples of Current Price' To Resolve 'Huge' Deficit: David Jensen

Preview:Interview focused on silver’s physical shortage, alleged market structure flaws, and the case for gold/silver as money outside fiat currencies.

SILVER Headed Back to $100+, There's 'No Answer' to Supply Deficit

Preview:Thomas Lamb argues that the recent sharp silver selloff is a volatile but ultimately healthy correction inside a much larger bull market driven by real supply deficits, industrial demand, and crowded positioning that needed to unwind. He is similarly constructive on gold, but thinks silver, miners, and J2 Metals’ portfolio of exploration projects remain positioned for substantial upside if the broader precious-metals cycle continues.

Forget $100 - Today's SILVER Price Means Miners Will Go BALLISTIC: Shawn Khunkhun

Preview:Jesse Day interviews Shawn Khunkhun, CEO of Dolly Varden Silver, about the violent silver selloff, why he thinks it was a healthy correction inside a still-intact bull market, and why he believes silver miners are the next major leverage trade. Khunkhun argues the move was driven by technical overbought conditions, CME margin pressure, speculative froth, and a slightly hawkish Fed/dollar signal, while also reiterating his view that silver and gold remain structurally underowned and subject to ongoing suppression/manipulation claims.

'Biggest Global Debt Binge' in HISTORY Will Drive SILVER to $500: Steve Penny

Preview:Steve Penny argues silver’s 40% selloff was a healthy correction inside a much larger bull market, not a thesis break. He still sees triple-digit silver, but prefers a staged approach: keep some physical metal as insurance, trim speculative paper positions into strength, and rotate among silver, gold, platinum, uranium, and energy based on relative value and risk.

'It's a PSYOP' - Bankers' Last Ditch SILVER Smash Won't Hold: Mario Innecco

Preview:Mario Innecco argues the recent silver crash was an engineered paper-market smash, not a thesis change, and says the broader setup still points higher for silver and gold amid debt, geopolitics, and collapsing trust in institutions. He is skeptical of COMEX/CME price discovery, expects continued physical demand, and frames sound money as the only durable escape from a corrupt fiat system.

URANIUM Set to Soar as Supply Deficit Grows and Global Power Demand 'Surging'

Preview:This interview is a bullish uranium-sector and F3 Uranium pitch. Sam Hartman argues the uranium bull cycle remains intact because demand for power is rising, supply remains constrained, and near-term AI/data-center and SMR enthusiasm is adding narrative momentum on top of an already-tight market.

China Buying 'Huge Quantities' of SILVER - Will They Use It To Back the Yuan? Alasdair Macleod

Preview:Alasdair Macleod argues that silver and gold are being driven by a breakdown in fiat money rather than normal speculative flows, with China leading the shift into physical metal. He thinks China is preparing a gold-backed international yuan system and may eventually use silver domestically, while U.S. geopolitical overreach and fiscal strain are accelerating dollar weakness.

GOLD Could Surge to $20,000+ 'A Lot Faster Than People Expect': James Rickards

Preview:James Rickards argues that gold and silver can continue much higher because central-bank buying, constrained mine supply, geopolitical distrust of the dollar system, and market psychology all reinforce each other. He also says Fed independence is mostly a myth, lower rates are coming but likely because of recession pressure, and Trump’s Latin America/China/Iran posture will further support gold.

SILVER - We're Going 'Much Higher' Than $1,000: Michael Piccioni

Preview:Michael Piccioni argues silver is still in the early stages of a major bull market despite already moving sharply to around $114/oz. He says the move is being driven less by retail and more by banks, Asian physical markets, and a possible unwind of paper shorts, while gold’s strength is feeding silver’s catch-up rally.

Deficits, Debasement, and Big Money's Blessing: The 'Perfect Storm' for GOLD

Preview:This interview argues that gold’s rise is being driven less by normal cyclical forces and more by a secular regime shift: de-dollarization, deglobalization, geopolitics, and institutional buying. The guest also frames junior miners like Dryden Gold as increasingly attractive, but warns the sector is frothy and selective discipline matters.

Rick Rule Sold 80% of His SILVER to Buy THESE Miners - 'I Know I Did the Right Thing'

Preview:Rick Rule argues the silver bull market is real but that physical silver is now less attractive to him than silver miners, where he sees bigger leverage to current prices and more mispriced optionality. He stays broadly bullish on gold, uranium, oil and gas, and especially Canadian oil and gas, but keeps emphasizing that his style is disciplined contrarian investing rather than narrative-chasing.

The Hidden Agenda Behind Trump's CHAOS - Globalists in 'Hysterical PANIC': Alex Krainer

Preview:Alex Craner argues that Trump’s apparent chaos is a deliberate geopolitical reset: weakening the post-WWII order, separating the U.S. from Europe’s war agenda, and moving toward a multipolar alignment with Russia and China. He ties Venezuela, Iran, Ukraine, Greenland, and Bosnia into one broader struggle against an entrenched Western/European oligarchic system, and ends by saying European bonds, the pound, and the euro may be vulnerable if investors lose confidence.

'Mind-Blowing' Rise in SILVER is 'Just the Beginning': James McDonald

Preview:James McDonald argues silver’s explosive move is only the start of a multi-year bull market, with higher government/industrial importance, tighter physical supply, and delayed but likely catch-up in silver miners. He uses Coupney Silver’s growing Mexico portfolio to illustrate how rising silver prices can rapidly re-rate explorers and developers.

'The Death of the Dollar Has Begun' - US Hegemony To Implode in 2026: Gerald Celente

Preview:Gerald Celente argues 2026 will feature escalating geopolitics, a weaker dollar, more upside in gold and silver, and growing risk of a broad equity-market bust. He frames Iran, Venezuela, Greenland, and Trump’s behavior as symptoms of a larger breakdown in US hegemony, while also promoting his Trends Journal and a bullion sponsor.

'They're DONE' - Cartel Suppressing SILVER is DEAD and Buried: Gary Savage

Preview:Gary Savage argues silver and gold have entered the final, parabolic phase of a long bull market, with silver possibly hitting $100 within days and, in his extreme scenario, much higher before a sharp bubble collapse. He says banking-cartel suppression is effectively over, rejects imminent dollar collapse or gold-backed money, and warns that the bigger risk is getting trapped by greed near the top rather than missing a structural monetary reset.

SILVER Delivery Demand EXPLODING - 'Who Just Bought 65M Oz?' Andy Schectman

Preview:Andy Schectman argues silver’s explosive move is being driven by physical scarcity, unusually large COMEX delivery demand, East-West price dislocations, and tightening supply from China and the LBMA. He says the rally may still see sharp pullbacks, but the bigger thesis is intact because the market is shifting from paper pricing toward real-world ownership and delivery.

Market Has 'Stage 4 Cancer' as 'Unprecedented' Valuations MUST Face Reality: Dave Collum

Preview:Dave Colum argues the broad market is in an extreme, system-wide valuation bubble and may not crash cleanly, but instead could grind lower through repeated drawdowns and weak real returns over many years. He is more constructive on selected hard assets—especially platinum—and spends substantial time on geopolitics and social decline themes, including Venezuela, Canada, and censorship.

Regime Change in Venezuela and GOLD's Role in the Chaos Ahead: David Woo

Preview:David Woo argues that 2026 will not repeat gold’s huge 2025 rally because several prior drivers have either broken down or are fading. He thinks the stock market, geopolitics, Tether’s one-off buying, and China-related demand are all less supportive than last year, while Trump’s agenda points more toward lower oil and fiscal support for middle-class consumers than toward a new gold surge.

'The Consumer is Dead' - Economy 'Way Worse' Than Most Understand: Melody Wright

Preview:Melody Wright argues the U.S. economy is much weaker than headline data suggests, with housing, labor, and consumer demand all deteriorating beneath an AI-driven market narrative. Her central view is that a combination of layoffs, shrinking affordability, rising delinquencies, Medicaid and student-loan headwinds, and widespread fraud in public-private programs will expose how fragile consumption really is in 2026.

China Has Changed the SILVER Game From Paper to PHYSICAL - 'Watch Shanghai': Francis Hunt

Preview:Francis Hunt argues silver is still in a strong bull market, but the price discovery is increasingly happening in Shanghai and the physical market, not the Western paper market. He thinks recent volatility is partly driven by higher COMEX margins and thin holiday liquidity, while the deeper driver is a physical squeeze, East/West pricing divergence, and growing distrust of fiat and futures-based pricing.

'Panic Cycle' Coming in 2026 - 'It's Europe's Turn' to COLLAPSE: Martin Armstrong

Preview:Martin Armstrong argues that 2026 could bring a high-volatility “panic cycle” driven by war escalation, European economic fragility, and capital-control risk. He is strongly bearish on EU leadership, skeptical of any durable Ukraine peace deal, and bullish on precious metals as signals of stress in the monetary system.

Stack RHENIUM? The Ultra-Rare Metal Set to Go Parabolic in 2026: Ian Everard

Preview:Ian Everard, owner of Arc Silver Gold Osmium, presents a bull thesis on rhenium — an ultra-rare metal produced as a byproduct of a byproduct (~50 tonnes/year globally). He argues demand structurally exceeds supply due to jet engine, military, space, and refinery catalyst uses, that China is aggressively stockpiling it (buying 26 tonnes in 2023 vs. its own usage of 1.8t), and that the US is seeking a strategic stockpile. Price is up ~76% YoY, currently ~$4,400/kg, with no futures market or ETFs. He sees it as the most undervalued metal relative to platinum, silver, and gold.

'I'd Be Amazed' If AI Bubble Doesn't Burst in 2026 - 'I'm SHORTING Nvidia': Jack Gamble

Preview:Jack Gamble argues silver has already doubled but still has room to run because supply deficits, limited mine growth, and strong monetary demand remain in place, though recycling and a sharper gold-silver ratio mean some caution is warranted. He is much more aggressive on the AI trade, saying the bubble is already breaking, he is short Nvidia, and that the sector is propped up by circular financing, fake revenue optics, and hype rather than durable profitability.

SILVER Market 'Out of Control' - These Price Moves are 'Dangerous': Bob Moriarty

Preview:Bob Moriarty of 321gold.com joins Jesse Day to discuss explosive moves in precious metals. He argues gold, silver, and platinum are controlled by Shanghai and central banks — not COMEX or London — and that the public hasn't entered the market yet (silver DSI only 77 at all-time highs). He sees silver reaching $83-$150/oz, platinum $4,400+, and junior miners going 5-10x. He frames the metals surge as dangerous, implying hyperinflation and financial collapse. The interview also covers the $12T yen carry trade unwind, Epstein/Trump connections, Israeli influence over US politics, and the Ukraine war endgame.

Is COPPER the New Silver? Price Keeps Going 'Higher and Higher'

Preview:Copper Giant CEO Ian Harris argues copper is in a structural supply-demand squeeze that gold and silver haven't yet matched — no above-ground inventory buffer, insatiable AI-driven demand, collapsing ore grades, and a bare project pipeline. He walks through his company's Makoa deposit in Colombia (now a 1.1-billion-ton tier-one resource), the path to a PEA by roughly August 2026, and why copper equities are entering a re-rating cycle where the resource itself is more coveted than the metal it can produce.

Gold-Backed US Bonds in 2026 - The Death Blow That Could RUIN the Globalist Agenda: Tom Luongo

Preview:Tom Luongo argues the Ukraine peace process, Europe’s use of frozen Russian assets, and a possible shift toward gold-backed U.S. Treasury issuance are all part of a broader U.S. effort to strip London/Brussels of financial leverage and force a break with the old European order. He sees Europe as boxed in: if it continues the war it needs escalating militarization and financial repression; if it accepts peace, its banking model and asset-pledge strategy collapse.

'This is a Game-Changer' For Gold & Silver - 'High Prices are Here to Stay'

Preview:This is an interview on Commodity Culture with Jesse Day speaking to Sean K. and Rick V. about the pending merger of Dolly Varden Silver and Contango Ore, plus the outlook for gold and silver. The guests argue that higher gold and silver prices are supported by structural supply constraints, growing industrial and strategic demand, and heavy capital / permitting barriers to new mine supply.

This Under-the-Radar Mineral Could SHOCK the Market in 2026

Preview:Interview with John Passalacqua, CEO of First Phosphate, discussing the phosphate market, the company's progress toward producing purified phosphoric acid (PPA) for LFP batteries, and its plan to bring a vertically integrated North American LFP supply chain online by 2029. Key themes include phosphate's recent US critical mineral designation, the mismatch between lithium exuberance and phosphate scarcity for LFP, the dominance of stationary energy storage (not EVs) as LFP's primary demand driver, and First Phosphate's milestones including $25M raised, world-first fully North American critical-mineral LFP battery production, and a second wharf at Port Saguenay adjacent to their planned facility.

Gold & Silver Will Keep Climbing But THESE Metals are Next to EXPLODE: Gianni Kovacevic

Preview:This interview argues that gold and silver still have room to run, but the more actionable upside may now be in battery-related metals, especially lithium and phosphate. Johnny Kovacevic frames the setup as a long-duration de-dollarization and electrification trend, with his preferred expression being speculative equities tied to better geology, lower-cost extraction, and upcoming feasibility milestones.

GOLD Has 'Much Further to Run' in 2026 - '$10,000 is Possible'

Preview:An interview on Commodity Culture with Harbor Capital’s Kristoff Gl and Quantics’ Don Casuro argues that gold’s bull market is still early, driven by de-dollarization, weakening Fed credibility, lower real rates, and a potentially dovish 2026 Fed setup. They are similarly constructive on silver, copper, and select commodities, while warning that silver is far more volatile and harder to own tactically than gold.

$100 Silver, $6,000 Gold in 2026 - 'Both Metals Are Going A LOT Higher': Peter Schiff

Preview:Peter Schiff argues silver and gold are entering a much higher secular leg, with $100 silver and $5,000–$6,000 gold plausible in 2026, driven by renewed Fed balance-sheet expansion, rising inflation, weaker confidence in U.S. fiscal/monetary stewardship, and a potential dollar/sovereign-debt crisis. He is also strongly bearish on Fed independence, skeptical of mainstream media coverage, and very negative on Bitcoin relative to gold.

4-Digit SILVER Coming as Paper Game ENDS - 'The Bankers Are Losing Control': Lynette Zang

Preview:Lynette Zang argues silver’s move above $60 is not just a cyclical rally but evidence that long-suppressed physical supply is finally overpowering paper pricing. She says the silver market is in a historic short squeeze, that manipulation is breaking, and that four-digit silver is plausible if the monetary system continues shifting from paper claims back to physical settlement and price discovery.

Is NICKEL Next to Go Parabolic? The Metal Nobody’s Watching (Yet)

Preview:This interview argues nickel is setting up for a potentially stronger cycle after a long bottoming phase, with Lifezone Metals presented as a strategically important, low-cost new source of supply outside Indonesia/China control. The guest emphasizes Indonesia’s dominance of production and processing, Western supply-chain anxiety, and Kabanga’s economics, financing progress, and possible government support as the main catalysts.

I've Never Seen Anything Like This in SILVER - 'Demand is RELENTLESS': Keith Weiner

Preview:Keith Weiner argues silver just experienced an unusual backwardation episode that signals real market tightness and renewed monetary demand, especially from India and other non-Western buyers. He extends that view into a broader thesis: gold and silver are still monetary metals, the West badly misunderstands them, and the current fiat/low-rate system is pushing finance toward speculation and eventual instability.

Mission CRITICAL: Reshoring the Minerals That Power America’s Military

Preview:This is a bullish, company-specific interview with Niop CEO Mark Smith arguing that niobium, scandium, titanium, and magnetic rare earths are strategically essential to U.S. defense, industrial manufacturing, and GDP. The core pitch is that Niop’s Elk Creek project in Nebraska is unusually de-risked because permits are in hand, metallurgy has been demonstrated, federal support is already in place, and financing is close.

With SILVER on a Rampage, Which Mining Stocks Stand to Gain? John Feneck's Top Picks

Preview:John Feneck argues silver is still early-to-mid cycle despite hitting roughly $58/oz, and he remains fully invested rather than taking profits. He thinks the next Fed cut, weaker payroll data, and ongoing macro uncertainty should keep supporting precious metals, while the bigger risk is a broad-market correction that could create volatility across miners before the sector resumes higher.

'Violent' Move Coming in SILVER - 'We Need $180' For REAL All-Time High: Clive Thompson

Preview:Clive Thompson argues silver is in a fundamentals-driven bull market that is still early, but the move is likely to become more violent and pullback-prone after breaking to around $57/oz. He is similarly constructive on silver miners, gold, and gold as protection against debt, dollar weaponization, and the coming digital euro, while warning that AI-heavy equities look overpriced and vulnerable to psychology-driven unwinds.

URANIUM Market at 'Hyperspeed' as US-Backed Nuclear Push Intensifies

Preview:Jesse Day interviews Roger Late, CEO of Homeland Uranium, for a year-end review of the uranium sector in 2025. Late characterizes the market as moving at "hyperspeed" following Trump's pro-nuclear push, the AI/SMR narrative, and ongoing Russia-Ukraine supply uncertainty. He argues the US structural supply deficit is the core bull case — AI and SMRs are "icing on the cake." Homeland Uranium has commenced drilling at Coyote Basin with a second project (Skull Creek) coming online in spring 2026. Late positions Homeland as a potential multi-million-pound domestic producer, emphasizing jurisdiction (US), team depth, and a favorable permitting environment under the current administration.

SILVER Could Be Set for 'Parabolic Move' - 'Well Into Triple Digits': Steve Penny

Preview:Steve Penny is very bullish on silver, arguing it has just broken into new all-time highs and may be entering the early-to-middle stage of a powerful move that could end in a parabolic blowoff, potentially into triple digits. He is also constructive on gold, uranium, and platinum, but says silver offers the best current risk/reward within precious metals, while gold remains the most mature and platinum/uranium offer more selective upside.

This is the Greatest URANIUM Bull Market in History - 'Massive Growth to 2040'

Preview:Jesse Day interviews Mark Henderson, CEO of Laramide Resources, about the uranium market and Laramide’s development portfolio. Henderson argues uranium is in the strongest civilian nuclear bull market ever, driven by rising reactor demand, AI-linked load growth, SMRs, and persistent supply deficits, with policy support from the Trump administration and likely further upside if a strategic uranium reserve or Western Australian policy reversal materializes.

EU 'Absolutely' Ready to Send Troops to Torpedo Peace in Ukraine: Alex Krainer

Preview:Alex Krainer argues that the leaked Trump Ukraine peace framework is serious, strategically important, and potentially able to halt Europe’s drift toward a wider war with Russia. He says the plan’s key value is forcing hard commitments on NATO non-expansion, Russian non-expansion westward, and a new European security framework, while also using corruption pressure inside Ukraine to push acceptance. He is similarly skeptical of the EU’s war messaging, Israel’s propaganda effort, and renewed lockdown talk, framing all three as symptoms of elite systems under stress.

SILVER Vanishing as Premiums Skyrocket - 'People are Demanding Physical': Ian Everard

Preview:Ian Everard argues silver is becoming physically tighter while crypto and AI look increasingly crowded and fragile. He says dealer inventories and wholesale premiums are rising, LBMA delivery stress matters, and any correction in tech or crypto could help drive the next leg of the gold-silver bull market.

As the Dollar Dies, COPPER Flies - 'I'm VERY Bullish': Guy Le Bel

Preview:Guy Le Bel, CEO of 29 Metal Corp, argues copper is in a long bull cycle driven by electrification, AI/data-center demand, declining ore grades, slower discovery, permitting delays, geopolitical risk, and dollar debasement. He says near-term price swings are noise, but he is very bullish over the next 10 years, especially if copper stays around the $5/lb incentive level that unlocks more supply.

MAJOR Central Bank LOADS UP on SILVER - 'This is a Heavy Hitter': Eric Yeung

Preview:Eric Young argues that silver is entering a new monetary role: central banks, BRICS states, and China-linked institutions are increasingly treating physical silver as collateral, while LBMA inventories remain stressed and potentially near zero free float. The interview ties this to broader de-dollarization, alternative payment rails, and a more fragmented global monetary system where gold and silver regain reserve-like functions.

This Molecule Set to Rewrite the Rules on Global ENERGY Production

Preview:Interview with Brad Kitchen, CEO of Element One Hydrogen and Critical Minerals, a micro-cap (~$5M market cap) Canadian company pursuing three forms of natural (geologic) hydrogen: accumulation drilling (like traditional O&G), extraction from old oil/gas wells, and proprietary "stimulated hydrogen" technology developed with Columbia University that extracts hydrogen from ultramafic rocks — with nickel and other critical minerals as a potentially larger byproduct revenue stream. Kitchen claims production costs of $0.50-0.70/kg hydrogen vs $7.80/kg for green hydrogen, positioning natural hydrogen as cheaper and cleaner. The company has tight insider ownership (~80%), plans to raise $4-5M in 3-4 months and $20M by end-2026, and targets a $20-40M market cap by March 2026. This is a promotional CEO interview with limited independent verification of the technology claims.

'Suppression is BROKEN' - GOLD to 'At Least $10K', SILVER to $200+: Gary Savage

Preview:Gary Savage argues the precious-metals suppression regime has broken, with silver near a decisive breakout above $50 and gold already in a late-stage bull phase. He thinks the current correction is likely normal, but says the next 12-18 months could still produce extreme upside: roughly $100 silver in 2026 and at least $10,000 gold, with the best gains coming if the market stays in a ‘wall of worry’ correction pattern rather than going fully manic immediately.

'People Are Talking $30,000' GOLD - Higher Prices the 'New Normal'

Preview:Peter Cashion argues gold and copper remain in strong uptrends because of central-bank buying, geopolitics, inflation concerns, and structural supply shortfalls. He says gold may be entering a “new normal” around $4,000–$4,500, while copper’s shortages and demand from electrification, defense, and AI infrastructure support higher prices and better economics for miners and explorers.

SILVER Declared Critical as Supply 'Very Tight' - How High Can it Go? Mark Thornton

Preview:Mark Thornton argues silver’s recent surge is being driven by a mix of stable industrial demand, tighter byproduct supply, and a wave of investor interest, with U.S. critical-mineral status adding a bullish policy tailwind. He is similarly constructive on gold, saying central bank buying and fiat-currency instability are the core drivers, and he extends that view into a broader Austrian critique of fiat money, debt, war, and social decay.

Fiat 'Losing Credibility' Means GOLD Can Only Scream Higher

Preview:Jesse Day interviews Deepak Varsn, CEO of Formation Metals, about gold’s surge, fiat credibility, and why he thinks the gold-mining sector still looks undervalued. Varsn argues the key drivers are a weaker U.S. dollar, rising debt/deficits, de-dollarization, and a broader loss of confidence in fiat systems, all of which he says should keep supporting gold higher and make quality miners more attractive.

SILVER 'Ready to Explode', 'Buckle Up' For SHOCKING Price Spike: Andy Schectman

Preview:Andy Schectman argues silver has reached a tipping point: tight physical supply, stressed exchange inventories, and official recognition as a critical mineral could trigger an outsized price move. He is similarly bullish on gold, which he sees as being revalued by central-bank buying, de-dollarization, and policy efforts to devalue the dollar and support U.S. manufacturing.

SCRAP My Call for $60 SILVER, We're Headed to $100+: Michael Oliver

Preview:Michael Oliver argues his silver thesis has dramatically re-rated: he no longer thinks in terms of $60-$70, and now sees $100-$200 silver within the next couple quarters if key momentum levels break. He extends the bullish case to silver miners, gold miners, the broader commodity complex, and eventually oil and agriculture, while remaining bearish on the S&P 500/Nasdaq over the longer run because momentum has rolled over even though price is still near highs.

Martin Armstrong's URGENT Warning on Russia-Ukraine: On the Verge of MAJOR Escalation

Preview:Martin Armstrong presents a deeply controversial geopolitics-focused interview, arguing that the Russia-Ukraine war is driven by neoconservative forces in Washington and the EU who seek Russia's destruction. He claims Ukraine has deep Nazi historical roots, that the war was provoked by NATO expansion, and that Europe's push for war stems from its imminent economic collapse. Armstrong outlines a backchannel-sanctioned peace plan centered on honoring the Minsk agreement, joint US-Russia rare-earth mining, and the Roman free-trade model as the path to lasting peace. He warns that Tomahawk missile provision risks nuclear escalation. Little traditional market analysis is presented; the conversation is almost entirely geopolitical.

COAL Demand Still 'Breaking Records' and 'It Keeps Going UP'

Preview:This interview argues that coal demand is still rising globally and that the energy transition has moved too fast for current grid needs. The guest says coal remains essential for power, steel, and industrial growth, and that Core Natural Resources is positioned to benefit through export capacity, domestic policy tailwinds, and coal-linked innovation businesses.

'There's Not Enough COPPER' - Supply Squeeze Could Send Prices SOARING

Preview:Jesse Day interviews Copper Giant CEO Ian Harris about the copper market and his company’s flagship Makoa project in Colombia. Harris argues copper is entering a multi-year supply squeeze driven by electrification, AI/data centers, EVs, and underinvestment in new mines, while recent disruptions like Grasberg and Cobre Panama tighten the market further. He says Copper Giant is positioned to benefit because Makoa is near-surface, infrastructure-rich, and advancing through drilling, metallurgy, community consultation, and a resource update.

This Conflict 'Drives Gold to $10k' - 'It's the Currency of WAR': Clem Chambers

Preview:Clem Chambers argues the broad equity market, especially the NASDAQ, is in the early stages of a bubble driven by policy intervention, money creation, and the concentration of gains in big tech. He is bullish on gold as a war asset and says a hot U.S.-China conflict, especially around Taiwan, is the main catalyst that could send gold toward $8,000–$10,000 an ounce. He also says AI is a real, epoch-changing technology, with the U.S. advantaged because English is cheaper to model than Chinese, while Europe is strategically behind and being pulled into rearmament and information war dynamics.

'Biggest Bubble in History' - Only GOLD Survives Coming Carnage: Alasdair Macleod

Preview:Alasdair Macleod argues the recent gold and silver pullback is noise inside a much larger fiat-currency and credit-bubble breakdown. He says the only reason to own gold and silver is that they are money with no counterparty risk, while the real problem is the destruction of purchasing power in fiat currencies and the buildup of unproductive debt.

These 3 Sectors Set to MELT DOWN - 'It'll Happen QUICKLY': Edward Dowd

Preview:Edward Dowd argues that the broad US equity market is being held up by an AI-led bubble even as bonds, credit, housing, and parts of the economy are rolling over. He thinks the next phase is not a systemic collapse but a quick repricing in stocks, a recession trade, lower rates, weaker oil, and a continued gold bull market after a multi-month consolidation.

Physical SILVER is 'Going EXTINCT' - Prices Headed 'Vertical': Ian Everard

Preview:Jesse Day interviews Ian Everard about the explosive move in precious metals, with the bulk of the conversation centered on silver’s tight physical market, soaring retail premiums, and the belief that the metal is moving toward “unobtanium.” Everard argues silver still has stronger fundamentals than gold, says shortages at the LBMA and at retail outlets are real enough to keep premiums rising, and thinks industrial demand plus investor fear of counterparty risk can drive a further squeeze.

We're On 'Page One' of COPPER Bull Market - 'Demand is INCREDIBLE'

Preview:Alan Seette, CEO of Makotes Metals, presents a structurally bullish copper thesis driven by three demand waves: electrification, AI data-center power consumption, and developing-world growth (especially Africa). He argues supply is constrained by depletion, disasters, social unrest, and decade-plus timelines for new mines. The interview also serves as a pitch for Makotes Metals, whose project sits adjacent to Filo del Sol — the largest copper discovery in 30 years — in the Vicuña district of Argentina/Chile. Drilling is imminent, funded by a ~C$25M treasury with no debt.

'Nightmare Scenario' Unfolding for Market - 'Something's Got to Give': Dave Collum

Preview:Dave Colum argues the market is in a complacency bubble rather than a normal correction, with AI/megacap tech valuations and capital spending looking fundamentally unsound. He also sees gold, silver, and other hard assets as flashing a warning that something is breaking underneath the surface, though he is not sure whether that leads to a sharp reset or a further explosive move higher.

SILVER Could Soar to Triple Digits 'Within Months' - 'There's Not ENOUGH Physical': Lobo Tiggre

Preview:Lobo Tiggre argues silver’s move above $50 is different from prior spikes because it is being driven by a real physical squeeze in London, not just sentiment or a speculative retail mania. He remains bullish on silver, gold, copper, and uranium, but he is not aggressively buying the stocks right now because many names are already near highs and he prefers to wait for better entries or use trailing stops to protect gains.

Uranium Bull Thesis 'Taking HOLD' - 'It's Going to Be an Exciting 2 Years'

Preview:Thomas Lamb argues uranium’s bull case is strengthening because structural supply deficits, US policy support, and rising electricity demand from AI/data centers are converging. He thinks the market has been slow to “let gravity take hold,” but says longer-term contracting prices, domestic sourcing pressure, and a likely critical-mineral policy shift should keep the sector firm.

As Gold & Silver Rip, is OIL the Next Commodity to Go BALLISTIC? Josh Young

Preview:Josh Young argues that oil is setting up for an upside surprise: despite tariff shocks, rising OPEC+ volumes, and weak sentiment, he thinks the market is already discounting a lot of bad news and may be underpricing tighter physical balances, supply disruptions, and a coming demand wedge from mining activity tied to the metals bull market. He is also bullish on natural gas, especially from AI data centers, but says weather still dominates the spot price in the near term.

We're in 'Unprecedented' GOLD Bull Market - 'It's NON STOP'

Preview:This interview is a strongly bullish gold-and-silver conversation anchored by Mark Levy, CEO of Norsemont Mining. Levy argues the gold bull market is still in an early adoption phase, driven by central-bank buying, ETF inflows, lower-rate expectations, currency stress, and broad geopolitical uncertainty; he sees mainstream institutions only beginning to catch up, and he now leans to about $4,500 gold next year and $5,000 the year after, with Goldman’s $4,900 Q2 2026 target validating the trend. He is less aggressive on silver than some bulls, preferring around $60 next year rather than $100. The second half turns into a company pitch for Norsemont’s Choco Limpe project in Chile: a former producer with infrastructure, a large drilled database, a stockpile path to production, and exploration upside that he believes can grow the resource materially.

GOLD the 'Perfect Asset' as 'Haymaker After Haymaker' ROCKS Economy: Jay Martin

Preview:Jay Martin argues the macro backdrop is increasingly supportive of gold and select hard assets because geopolitics are fragmenting, states are intervening more directly in commodity markets, and the U.S. dollar-centered order is becoming less predictable. He is constructive on gold and silver, cautious but positive on miners after a huge run, and especially bullish on nickel over a 3-5 year horizon.

US Government Makes 'BIG BET' on Lithium and Deems This Commodity CRITICAL

Preview:This is a host-and-guest interview with Commodity Culture's Jesse Day and Simon Clark of American Critical Minerals. The conversation argues that lithium is recovering from a deep bust, U.S. policy is now treating lithium and potash as strategic inputs, and Clark's company is positioned to benefit because its Paradox Basin project targets both potash and lithium, with bromine as a possible byproduct upside.

Market in 'Parabolic Final Stage' Before BUST, Then $20k Gold and $500 Silver: David Hunter

Preview:David Hunter argues the U.S. stock market is in the late, parabolic stage of a 43-year secular bull market, with a final melt-up still ahead before a severe bust. He is sharply bullish on gold, silver, and miners in the near term, while expecting a post-bust commodity supercycle led by inflation, weak currencies, and higher real-world commodity demand.

Gold's Surge to $10K as World 'On Verge of NUCLEAR Annihilation': Gerald Celente

Preview:Gerald Celente argues that escalating geopolitics, censorship, and financial distortion are all part of a broader breakdown in U.S.-led order. His core market call is that gold can still run much higher — potentially to $10,000/oz — while silver and Bitcoin also benefit from distrust in fiat money, even as he warns that the same environment raises the risk of war, repression, and “nuclear annihilation.”

Major Banks Now LONG Gold - 'Everything is Pointing to Higher Prices'

Preview:A Commodity Culture interview with Dryden Gold CEO Trey Wasser argues that gold’s move is secular, not cyclical, and that a cluster of structural forces—central bank buying, de-dollarization, tokenization, geopolitics, debt, and changing bank behavior—support higher prices. The discussion also covers why major banks are turning bullish on gold, how gold is being accepted as collateral, and Dryden Gold’s drilling plans and shareholder base.

What They're Not Telling Us About The Coming Conflict - This Attack is 'Imminent': Simon Hunt

Preview:Simon Hunt of Simon Hunt Strategic Services paints a dark geopolitical picture: he argues the recent Pentagon meeting of 800 generals was a decoy, with real planning happening behind the scenes for a joint US-Israel strike on Iran within six months. He also sees an imminent US-backed regime-change attempt in Venezuela (for oil), a potential NATO-Russia escalation in Ukraine, and a fragile global financial system. On markets: gold is in early stages of a secular bull, potentially $8,000 by 2028 driven by BRICS gold-backing for trade settlement; copper is fundamentally in surplus now and overbought, likely heading to ~$7,000 before any inflation-driven bull to $14,000 by H2 2027, followed by a crash.

'Structural Tightness' in URANIUM Supply Driving 'Perfect Storm' For Prices

Preview:This is a bullish uranium interview centered on structural supply tightness, rising nuclear demand, and the launch of XU308, a tokenized physical-uranium product. The guest argues that demand is being lifted by AI, decarbonization, reactor builds, and policy shifts, while supply is constrained by underinvestment, Kazatomprom cuts, enrichment bottlenecks, and Russia-related disruption.

GOLD Rally 'Just Getting Started' - $23,000 in PLAY: James Rickards

Preview:James Rickards argues the gold rally is still early and could ultimately reach $23,000, driven by central bank buying, flat mine supply, and gold’s role as a broad hedge against inflation, deflation, unrest, and crisis. He is also constructive on silver, sees it as a lagging but faster-moving monetary metal, and uses the rest of the interview to argue that the biggest threats to the U.S. are internal political/operational failures and a Ukraine policy that he believes is strategically misguided.

$60-$70 SILVER 'Imminent' - 'Get Positioned NOW': Shawn Khunkhun

Preview:Shawn Khunkhun argues silver is still early in a powerful bull market despite the recent move to about $43.70. His core case is that gold is leading, silver is only beginning to catch up, the silver-to-gold ratio is still around 85:1, and both physical silver and silver miners remain deeply undervalued relative to broader assets and historical norms.

Russia's Energy Deal With China Changes Everything - EU 'Biggest Loser': Doomberg

Preview:Doomberg argues that energy geopolitics is shifting fast: he expects a kinetic U.S. conflict with Venezuela, sees Russia’s gas deal with China as a major blow to Europe, thinks U.S. shale is not in secular decline, and says solar-heavy grids and ESG politics are colliding with physical realities. He is bullish on gold as a neutral reserve asset and thinks U.S. nuclear fuel bottlenecks are solvable, while treating silver as a secondary speculation.

Financial Collapse 'Weeks, Not Years' Away as 'Worldwide Revolution' Ignites: Bob Moriarty

Preview:Bob Moriarty, founder of 321gold.com, delivers an apocalyptic macro thesis: the fiat currency system that began with Nixon's 1971 gold window closure is in its terminal phase. He predicts a financial collapse within "weeks, not years" — before end of October 2025 — citing Nepal's government collapse, French riots, the Charlie Kirk assassination, and a "worldwide revolution" he first predicted in 2016. He is extremely bullish on gold and silver as insurance against the accelerating collapse, with gold recently hitting new all-time highs above $3,700. He sees enormous leverage in hated gold junior miners and believes the public hasn't even begun participating yet. The conversation spans free speech crackdowns, US civil war risk, immigration's root causes in endless Middle Eastern wars, the demographic time bomb, and Trump's meme coin as an "End of Empire" marker.

Gold Being Revalued as MONEY Again - 'This Rally is Different'

Preview:This interview argues that gold is not just in a cyclical rally but in a structural revaluation as money, driven by persistent inflation, record debt, dollar distrust, central-bank buying, and geopolitical de-dollarization. The guest also makes a case that gold miners — and especially juniors — still have substantial upside because the sector is early, under-owned, and levered to gold prices, then uses Kirkland Lake Discoveries as an example of a discovery-stage exploration story with upcoming assay and survey catalysts.

Risk of 'Major Correction' for Markets as Jobs Numbers TANK: Danielle DiMartino Booth

Preview:Danielle DiMartino Booth argues that the market is still being held up by passive flows, momentum, and speculative AI spending, but that weakening labor data, demographic headwinds, and tighter credit conditions are laying the groundwork for a major correction. She is constructive on gold as a hedge, skeptical that small Fed cuts will materially fix the economy, and broadly negative on private credit, housing, and government involvement in Intel.

Dire Economy Will Get 'A LOT Worse' - 30-50% Market Crash Incoming: Michael Pento

Preview:Michael Pento argues the U.S. economy is already weak, stuck in stagflation, and headed for a worse downturn that could culminate in a 30–50% stock-market drop. He ties the outlook to negative immigration, inflation eroding the middle class, frozen housing, rising delinquencies, and what he sees as dangerous Fed rate cuts into inflation.

'3rd Inning' for Gold & Silver Miners - These Stocks Set to EXPLODE Higher: John Feneck

Preview:John Feneck argues the precious-metals bull market is well underway, but the mining equities run is only in its early innings relative to their long-term highs. He is constructive on gold, silver, select miners, and several specialty commodities like tungsten, while warning the broad market—especially tech and small-cap indices—looks stretched and vulnerable to a correction.

GOLD 'Has to Go Higher' But Stock Market in SERIOUS Danger: Peter Grandich

Preview:Peter Grandich argues that gold’s breakout is only the start, silver is finally regaining momentum, copper remains structurally bullish, uranium still has a constructive supply-demand backdrop but should be approached with selectivity, and the broad U.S. equity market is now at meaningful crash risk.

'$12k Minimum' for GOLD This Cycle - 'We Can Go a LOT Higher': Peter Schiff

Preview:Peter Schiff argues gold’s breakout above $3,600 is the start of a much larger cycle, with a $12,000 minimum target based on repeating gold’s prior sixfold advance from the 2001–2011 bull market. He says weak labor data, persistent inflation, Fed rate cuts, dollar weakness, and foreign central-bank gold buying all reinforce the move, while miners remain underowned and still cheap relative to the metal.

SILVER Set For '2nd Biggest Breakout in HISTORY' - 4 Digits Will Happen: Jordan Roy-Byrne

Preview:Jordan Roy-Byrne argues we are at the start of a new secular bull market in gold, silver, and miners, not a replay of 2008. He bases that on long-term chart breakouts, a secular bear in bonds, and capital rotation patterns that resemble the mid-1960s and early 2000s more than the pre-2008 setup. He is especially bullish on silver’s eventual upside, the miners’ profitability, and select juniors/developers, while calling government gold revaluation mostly noise.

Fed Cuts to Trigger Stagflation, 'Ideal Environment for GOLD'

Preview:The episode argues that gold is being structurally supported by Basel III, stablecoin/crypto adoption, falling real-world trust in fiat, and a Fed pivot that could create stagflation. Guest Trey Waser also pitches Dryden Gold as a rapidly advancing exploration story with multiple new stacked high-grade targets, strong infrastructure, and a near-term catalyst-rich drill program.

SILVER Is Worth '$1300 at Minimum' Once Paper Game ENDS: Lynette Zang

Preview:Lynette Zang argues that gold and silver are nearing major breakouts, with silver especially still far below its “true” value in a system she says is increasingly distorted by derivatives, debt, and fiat money. She ties recent policy moves like the Genius Act, stablecoin legalization, and possible Fed gold revaluation to a broader regime shift toward hyperinflation, financial control, and the eventual need for sound money backed by redeemable physical gold and silver.

Who Dropped $1B on GOLD in a Single Trade? 'Something BIG is Coming': Eric Yeung

Preview:Eric Young argues that gold and silver are being remonetized as strategic assets, with the U.S., China, Saudi Arabia, Vietnam, and others all showing signs of competing for physical metal. He sees the silver critical-mineral designation, China’s offshore vault plans, a large GLD block trade, and new gold access in China/Vietnam as connected symptoms of a bigger shift away from a dollar-centered system.

'Silver Will Outperform EVERYTHING', $10k GOLD 'Piece of Cake': Gary Savage

Preview:Gary Savage argues that bullion banks are losing control of gold and silver, with silver still fighting through the $37–$40 area and likely heading first to $50, then potentially much higher later in the cycle. He sees gold’s suppression as already broken, expects the next leg toward roughly $4,000–$4,300 this year, and thinks the longer-term parabolic top could ultimately reach $10,000 an ounce before the cycle ends.

End of Petrodollar Means GOLD Must Be Part of Monetary Reset

Preview:Brad Ror (CEO) and Thomas Mumford (President) of Scotty Resources discuss their macro gold thesis — central bank buying, BRICS gold-for-oil trade, petrodollar erosion, and potential US gold revaluation — and then detail Scotty's Golden Triangle DSO project. Brad sees gold in early innings, expects rate cuts to fuel further gains, and believes gold equities (GDX/GDXJ) are just starting to catch up. The company is drilling 25-30k meters, completing a 10,000-ton bulk sample, and releasing a PEA in October 2025.

We Need 10x More Energy and That Means SILVER Demand Will EXPLODE

Preview:Jesse Day interviews Silver 47 CEO Gayen McNamera about the silver market and his company’s American silver projects. McNamera argues silver is in the early innings of a bull market because industrial demand from solar, EVs, AI-related grid buildout, and investor allocation is rising faster than supply, while high-grade deposits are hard to find. He also says silver miners may be approaching a breakout and that Silver 47 is positioned to benefit through drilling, resource growth, and possible M&A.

SILVER 'Burst' to $60+ By Year-End as Bitcoin COLLAPSES in Epic Crash: Michael Oliver

Preview:Michael Oliver argues silver has already started a powerful breakout phase and could move to $60-$70 by year-end, with miners and related precious-metals equities leading. He also says the broader stock market is topping, Bitcoin may be the most vulnerable crash candidate, and the next major beneficiary of any unwind will be gold, silver, and miners.

Move Away From US Dollar 'Accelerating' in 'Perfect Storm' for GOLD

Preview:Jesse Day interviews Peter Akerly, CEO of Erdine Resource Development, about the gold market and his company's near-term gold production in Mongolia. Akerly argues gold is in a "perfect storm" driven by central bank de-dollarization (especially BRICS nations), expected Fed rate cuts, tariff-driven inflation, and slowing economic growth. He sees gold equities in a major bull market with the best risk-reward now in junior developers. The conversation then pivots to Erdine's Bayan Hundi gold mine, on track for first gold pour by September 2025, with high-grade open-pit ore, strong Mongolian government relationships, and a partner (MMC) providing operational muscle.

'Best of the Best' Gold & Silver Miners - Rick Rule's Top Picks

Preview:Rick Rule argues the broad precious-metals bull market is real but increasingly crowded, with gold revaluation chatter mostly a short-lived narrative. He remains constructive on gold, silver, uranium, and oil-and-gas, but repeatedly says the best money is in high-quality producers and select developers, not the most speculative names.

SILVER Headed to Fresh All-Time Highs - 'We're in New Territory'

Preview:Jesse Day interviews James McDonald, CEO of Coupney Silver, who argues silver is in a new structural breakout that will carry it through the old nominal high (~$50) and eventually challenge the inflation-adjusted high. He ties the move to fiat debasement, government debt, central bank buying (Russia), and a physical supply squeeze, while highlighting the leverage in silver miners and pitching his company's 214M oz AgEq resource and ongoing drill program at the Colomba discovery in Mexico.

Gold Revaluation 'Has to Happen', Silver 'Catching Fire' as Big Money Piles In: Vince Lanci

Preview:This interview argues that the Genius Act is both a financial innovation and a surveillance tool, but Vince Lanci sees the main practical effect as helping create new Treasury demand and easing funding pressure. He is strongly bullish gold on a structural basis, saying a revaluation of official gold reserves is realistic and eventually necessary to help deal with debt, central-bank balance sheets, and de-dollarization. He is even more emphatic on silver, arguing the market is tightening, institutional buying is arriving, and a move to much higher prices is plausible, though not necessarily in a clean or gradual way.

As Conflicts Ramp Up, This Metal is VITAL - But China Dominates Production

Preview:This interview argues that tungsten is an underappreciated but strategically critical metal, with demand rising from defense, aerospace, nuclear, industrial, and energy-transition uses while supply is heavily concentrated in China. The guest, Ali, says American Tungsten’s Idaho asset could become a faster-to-permit domestic source because it is a past-producing, private/patented, high-grade project above the water table, and he frames 2025–2026 catalysts around rehab, drilling, a compliant resource update, and potential exchange uplisting.

We're in 'Land of Random Outcomes' as Fiat FLOODS Markets and Wars Escalate: Clem Chambers

Preview:Clem Chambers argues the market is being propped up by liquidity and policy intervention, while tariffs, geopolitics, and a weakening dollar create a more volatile, inflationary setup. He stays broadly bullish on hard assets—especially gold, silver, platinum, and palladium—and says AI-driven energy demand will explode rather than merely rise, making energy and related commodities strategically important.

Value of Fiat 'Disappearing' as GOLD Takes Over - 'The Ultimate Safe Haven'

Preview:Nick Appleyard, CEO of Tristar Gold, discusses the macro drivers behind gold's bull market — central bank buying at record levels, geopolitical uncertainty, and fiat currency degradation — before pivoting to the thesis that gold miners (particularly juniors) are finally catching up to the metal's price. The core pitch is Tristar Gold's Castello de Sonhos project in Brazil: a permitted 1.4M oz gold development asset with a 40% IRR at conservative $2,200 gold, now funded by a recent $10M raise (with Eric Sprott as a major new shareholder) and heading toward a feasibility study and potential partnership/M&A.

These 3 'Self-Inflicted Disasters' Sinking EU Into OBLIVION: Alex Krainer

Preview:Alex Krainer argues that Western digital ID and age-verification systems are part of a broader control architecture, but he doubts they will spread uniformly and thinks resistance will vary by country. The bulk of the conversation focuses on his view that the EU has suffered three self-inflicted diplomatic and trade disasters, and that the bloc is losing legitimacy and negotiating power fast.

Debt 'Spiral' Fueling Gold's Rise, COPPER Next Metal to Watch

Preview:An interview on Commodity Culture with Al Kruchi, CEO of San Lorenzo Gold, focused on why gold and copper may have durable upside and how his Chilean exploration company fits that backdrop. Kruchi argues gold is still mid-cycle or even earlier than many think, with central bank buying, ETF/physical demand, and worsening debt dynamics all reinforcing the trend. On copper, he sees the tariff headline as a short-term distortion rather than a change in the long-term supply-demand setup, with electrification, AI/data centers, and infrastructure driving demand.

Will OSMIUM Drive Our Quantum Computing Future?

Preview:A monologue presenting osmium as a strategic precious metal with potential catalytic demand from quantum computing, medicine, and defense. The speaker argues osmium's unique properties — extreme density, spin-orbit coupling, potential superconductivity — position it as "the silicon of the quantum age." Supply is described as vanishingly scarce (~17 cubic meters in the Earth's crust, a few kg/year extractable). The thesis: if quantum computing applications scale, osmium supply-demand dynamics could produce parabolic price moves. The video blends genuine scientific references with heavy promotional framing for crystalline osmium as a tangible investment.

MAJOR Market Crisis Ahead - 'EVERYTHING Could Sell Off': Francis Hunt

Preview:Francis Hunt argues that gold and silver may be entering a late-stage, crowded bullish phase rather than an obvious continuation higher, and he warns that a broader August–October risk-off event could hit everything, including precious metals. He frames recent market moves, the US–EU trade deal, and the political backdrop as theater masking a deeper move toward centralized control, tighter surveillance, and eventual economic disruption.

Buy What They Can't PRINT - These Critical Metals Set to SOAR: John Lee

Preview:John Lee argues that the current commodity upswing is being driven less by inflation or geopolitics than by a loss of confidence in fiat money and a broad, centrally supported revaluation of hard assets. He stays very bullish on gold and silver, but the main investment pitch is that Clean Tech Venadium’s U.S.-based vanadium and fluorspar projects are exposed to critical-mineral demand that cannot be printed.

War 'Contagion' Spreading as NATO Plans Massive Deployment in Ukraine: Martin Armstrong

Preview:Martin Armstrong argues the Ukraine war is being pushed toward direct NATO involvement, with Western elites and neocons using Trump, sanctions, and proxy-war logic to escalate rather than negotiate. He says a 250,000-troop NATO deployment into Ukraine is being discussed, warns war is becoming a contagion across regions, and ties today’s conflicts to historical cycles, cultural conflict, and repeated policy failures.

$150 BILLION of New Money Into GOLD? Basel III Changes EVERYTHING

Preview:Jesse Day interviews Dryen Gold CEO Trey Waser about Basel III, stablecoins, and recent developments that he argues could channel new demand into gold. Waser’s core thesis is that gold’s official treatment is improving at the same time stablecoin growth, Tether’s treasury/gold moves, and bank reserve changes could create a large new buyer base for physical gold and gold-backed products.

'Controlled Demolition' of EU Underway - 'They Won't Last 5 Years': Tom Luongo

Preview:Tom Luongo argues that modern geopolitics is still being steered by old British networks centered on London, not just by the U.S. or the visible leaders of the day. He is bullish on Trump as someone trying to unwind that system, skeptical of the Epstein-driven attacks on the administration, and strongly bearish on the EU’s durability, which he says is moving toward controlled demolition through debt, centralization, and digital currency plans.

'Massive Debt Bubble' Driving GOLD & SILVER - Both Headed 'A Lot Higher'

Preview:Jesse Day interviews John Deloo, CEO of Abotibby Metals, about why he thinks gold, silver, copper, and mining equities are still in the early innings of a multi-year bull market. Deloo’s core thesis is that record debt, persistent inflation, central-bank gold buying, geopolitical tension, and rate-cut pressure all support hard assets, while miners still have room to rerate because sector ownership remains low and cash flows are expanding.

COMEX Silver Inventory at 'Record Lows' - Price Dam is BREAKING: Mario Innecco

Preview:Mario Innecco argues that the silver market is tightening because COMEX physical inventories are at record lows, SLV borrow costs are spiking, and more investors may be trying to force delivery of real metal rather than hold paper claims. He extends that thesis into a broader critique of fiat systems, tariffs, sanctions, and government debt, saying the real story is an increasingly fragile credit structure being propped up by policy and paper markets.

As the Dollar Drops, GOLD Miners Poised to Outperform EVERYTHING

Preview:Jeff Wilson, CEO of Precipitate Gold, discusses the macro case for gold — driven by central bank buying, dollar uncertainty, and geopolitical tensions — then presents his junior explorer as a leveraged way to play the emerging gold equity bull market, with a focus on the Dominican Republic and the company's Yanda de Herrera project adjacent to GoldQuest.

Not Owning GOLD 'Huge Mistake' as US Threatens to DEFAULT on Debt: Marc Faber

Preview:Marc Faber argues the US is on an accelerating path toward debt default under Trump, making precious metals essential. He sees Trump as erratic and untrustworthy — a "gift from God for precious metals holders." Faber is particularly bullish on silver and platinum relative to gold, citing historically extreme ratios and platinum's recent technical breakout. He also predicts Western democracies will slide into authoritarianism, dismisses the Russia-Ukraine war as a NATO-provoked distraction, and views BRICS as a genuine challenge to US hegemony.

'Gold is a Distraction' - SILVER Set to Lead This Bull Market: Ian Everard

Preview:Ian Everard argues silver is the better precious-metals trade than gold because supply is tighter, physical demand is rising, and paper-market suppression may be losing force. He sees gold as comparatively abundant and possibly a distraction, expects silver to reprice much higher, and frames private physical ownership as the safest response to fiat debasement and financial-system weakness.

'No Escape' From Debt Collapse - 'We're in the End Game': Alasdair Macleod

Preview:Alasdair Macleod argues the world is in the late stage of a fiat-currency collapse, with gold and silver acting as the market's warning signal rather than the metals themselves simply 'rising.' He is bearish on political fixes, dismissive of Elon Musk's America Party, and sees the US, UK, and Europe trapped by debt, rising welfare and entitlement costs, and governments that cannot cut spending.

'Horrific' Market Downturn Ahead Will 'Destroy Lives': Dave Collum

Preview:Dave Collum argues the broad U.S. market is deeply overvalued, structurally distorted by passive flows, and likely to suffer a severe eventual reset. He is more constructive on platinum, which he says is still early in a supply-driven bull run, while he’s highly skeptical of the “big beautiful bill,” debt policy, and the current political/media environment.

'The Bad Guys Have Lost Control' of GOLD, Silver & Platinum are NEXT