Commodity Culture

Col. Douglas Macgregor believes that a war with Iran is inevitable and although he thinks Trump doesn't want to strike, his paymasters in Israel will force his hand to advance their own agenda of domination over the Middle East.

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The National Conversation: https://thenationalconversation.org
Col. Macgregor's Website: https://www.douglasmacgregor.com
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After a historic 43-year bull run in the broad market, David Hunter sees a global bust ahead that hasn't been since since the Great Financial Crisis of 2008 and on the other side, a commodities supercycle unlike anything the world has ever seen, with price targets of $20,000 for gold, $500 silver, and $500 oil. David admits those calls may be on the low end for the economic environment he sees on the horizon, one where inflation enters double-digits and hard assets could be the last line of defense from the storm ahead.

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Will Ulrich, Co-CEO of Presidio Petroleum (NYSE: FTW) believes we are lifetimes away from peak oil demand and underinvestment in the sector, along with the overhang of ESG mandates that are starting to disappear, mean that a repricing of the equities could be inevitable up ahead. Will also dives into how Presidio fits into the picture, with their focus on optimizing existing production and generating sustainable cash flow from low-decline, producing assets.

Presidio Petroleum Website: https://bypresidio.com

Disclaimer: Commodity Culture was compensated by Presidio Petroleum for producing this interview. Jesse Day is not a shareholder of Presidio Petroleum. Nothing contained in this video is to be construed as investment advice, do your own due diligence.

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Doomberg believes that geopolitical events are most accurately explained through the lens of energy, and no group of so-called leaders has failed more tremendously when it comes to energy policy than those that claim to represent the EU member states. Doomberg breaks down why he sees no hope for the continued survival of the European Union, along with providing his take on whether oil flows from Venezuela will come online, the China-Canada trade deal, why he thinks we've been in Word War 3 since 2014, and much more.

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Doomberg Substack: https://newsletter.doomberg.com
Classics Read Aloud: https://classicsreadaloud.substack.com

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David Jensen believes that the only way to resolve the massive and rapidly expanding silver supply deficit is a reset to multiples of current price levels, and the paper market stands no chance of tamping down markets while faces with an inescapable physical shortage. David breaks down all the data surrounding his thesis, explains why gold and silver are already finding use in a new sound money economy, and much more.

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Jensen's Economic, Precious Metals, & Markets Newsletter: https://jensendavid.substack.com

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Thomas Lamb, CEO of J2 Metals (TSXV: JTWO) thinks that despite the recent pullback, the future for silver is back to triple digits as there's just no answer to the widening supply deficit driven by a growing industrial demand and a major lack of mine supply. Thomas also dives into J2 Metals, with top tier gold projects in Quebec and Alaska, and a large-scale silver project in Mexico.

J2 Metals Website: https://j2metals.ca
J2 Metals Investor Presentation: https://j2metals.ca/assets/2026/01/J2-Metals-Inc.-Presentation-PUBLIC-January-2026-Compressed-1.pdf
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Disclaimer: Commodity Culture was compensated by J2 Metals for producing this interview. Jesse Day is not a shareholder of J2 Metals. Nothing contained in this video is to be construed as investment advice, do your own due diligence.

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Shawn Khunkhun, CEO of Dolly Varden Silver (NYSE-A: DVS | TSXV: DV) is thrilled we saw silver run to triple-digits, and he believes that ultimately, the price trajectory for the metal is back past all-time highs but he points out that at today's silver price, the miners are set to go absolutely ballistic. Shawn also dives into some exciting news from Dolly Varden Silver, including their recent proposed merger with Contango Ore, the latest drill results from Wolf Vein, and much more.

Dolly Varden Silver Website: https://dollyvardensilver.com
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Disclaimer: Commodity Culture was compensated by Dolly Varden Silver for producing this interview. Jesse Day is not a shareholder of Dolly Varden Silver. Nothing contained in this video is to be construed as investment advice, do your own due diligence.

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Steve Penny thinks the recent drawdown in silver is a temporary anomaly, and as global debt skyrockets and governments keep printing currency, silver will ultimately rise to $500 an ounce. Steve lays out his thesis, along with providing his strategy for investing in silver mining stocks, knowing when to take profits, and much more.

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Silver Chartist: https://silverchartist.com

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Mario Innecco believes the recent dramatic crash in the silver price was largely driven by market manipulation orchestrated by bullion banks short the metal, as the COMEX circuit breakers mysteriously failed to activate while prices plunged. Mario thinks that ultimately, reality will prevail over desperate bankers and when reckoning arrives, silver will soar past triple digits and fiat currency will hyperinflate into oblivion.

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Maneco64 on Youtube: https://www.youtube.com/@maneco64
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Sam Hartmann, VP of Exploration at F3 Uranium (OTCQB: FUUFF | TSXV: FUU) thinks the catalysts driving the uranium market continue to grow stronger, and he points out that although AI data centers and SMR adoption are interesting narratives, it's the glaring and growing supply deficit that will drive this market to higher prices. Sam also breaks down how F3 Uranium fits into the picture, with a focused vision on advancing its newly discovered JR Zone and discovering additional zones of uranium mineralization in the southwest Athabasca Basin.

F3 Uranium Website: https://f3uranium.com
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Disclaimer: Commodity Culture was compensated by F3 Uranium for producing this interview. Jesse Day is not a shareholder of F3 Uranium. Nothing contained in this video is to be construed as investment advice, do your own due diligence.

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