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Commodity Culture
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Commodity-focused interviews with mining and energy investors.

In the last 30 days, Commodity Culture produced 113 attributed ideas; most-discussed: UEC, GDX, GDXJ.

25
Ideas · 7d
113
Ideas · 30d
713
Ideas · all time
121
Episodes
Names this show discusses most
30D
UEC · 2GDX · 1GDXJ · 1SILJ · 1SLVP · 1SIL · 1BRC · 1
90D
UEC · 2GDX · 1GDXJ · 1SILJ · 1SLVP · 1SIL · 1BRC · 1

Theses first heard here · 13

Trump-Russia diesel deal as political headlineFIRST HEARD 7 OCT
U.S. debt spiral as a long-term gold catalystFIRST HEARD 1 SEP
Copper's structural supply-demand deficitFIRST HEARD 14 AUG
Portfolio base: physical metals over minersFIRST HEARD 13 AUG
Gold yield products preserve physical asset exposureFIRST HEARD 24 JUL
Latest attributed ideas · most recent first
19 OCTTODAYThe Race For Rare Earths is Accelerating - 'Really Robust' Demand: Daniel Major
Uranium sector disconnect despite strong fundamentals
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19 OCTTODAYThe Race For Rare Earths is Accelerating - 'Really Robust' Demand: Daniel Major
Rare earths demand robust, driven by bifurcation
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19 OCTTODAYThe Race For Rare Earths is Accelerating - 'Really Robust' Demand: Daniel Major
Copper's high price warrants consolidation
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19 OCTTODAYThe Race For Rare Earths is Accelerating - 'Really Robust' Demand: Daniel Major
Eastport's portfolio approach diversifies exploration risk
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19 OCTTODAYThe Race For Rare Earths is Accelerating - 'Really Robust' Demand: Daniel Major
Geopolitical premium for ex-China rare earths
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16 OCT3D AGONo Way Out for Silver Shorts as They Desperately Cover - 'I'm a Buyer': Ed Steer
Silver price smash as bullion bank short covering
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16 OCT3D AGONo Way Out for Silver Shorts as They Desperately Cover - 'I'm a Buyer': Ed Steer
Monster COMEX short positions suppress precious metals
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16 OCT3D AGONo Way Out for Silver Shorts as They Desperately Cover - 'I'm a Buyer': Ed Steer
U.S. Treasury bonds as a poor investment
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16 OCT3D AGONo Way Out for Silver Shorts as They Desperately Cover - 'I'm a Buyer': Ed Steer
China and central banks accumulating gold hand over fist
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16 OCT3D AGONo Way Out for Silver Shorts as They Desperately Cover - 'I'm a Buyer': Ed Steer
Gold as the inflation and debt hedge
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16 OCT3D AGONo Way Out for Silver Shorts as They Desperately Cover - 'I'm a Buyer': Ed Steer
Structural silver deficit masked by price management
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16 OCT3D AGONo Way Out for Silver Shorts as They Desperately Cover - 'I'm a Buyer': Ed Steer
Extreme gold call options as a potential mania signal
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16 OCT3D AGONo Way Out for Silver Shorts as They Desperately Cover - 'I'm a Buyer': Ed Steer
Systemic dumbing down prevents societal resistance
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15 OCT4D AGOSilver Getting Slammed to Shake You Out - 'Don't Believe the Lies': Lynette Zang
Silver price smash as a wealth transfer
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15 OCT4D AGOSilver Getting Slammed to Shake You Out - 'Don't Believe the Lies': Lynette Zang
Digital currencies as a tool of state control
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15 OCT4D AGOSilver Getting Slammed to Shake You Out - 'Don't Believe the Lies': Lynette Zang
Bitcoin's hidden counterparty risk in custody
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15 OCT4D AGOSilver Getting Slammed to Shake You Out - 'Don't Believe the Lies': Lynette Zang
Physical gold and silver as crisis shelter
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15 OCT4D AGOSilver Getting Slammed to Shake You Out - 'Don't Believe the Lies': Lynette Zang
Money's primary function is value storage
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15 OCT4D AGOSilver Getting Slammed to Shake You Out - 'Don't Believe the Lies': Lynette Zang
Personal sovereignty through tangible essentials
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15 OCT4D AGOSilver Getting Slammed to Shake You Out - 'Don't Believe the Lies': Lynette Zang
Digital economy as a move away from sovereignty
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15 OCT4D AGOSilver Getting Slammed to Shake You Out - 'Don't Believe the Lies': Lynette Zang
AI and hyperscaler bubble fueled by debt
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15 OCT4D AGOSilver Getting Slammed to Shake You Out - 'Don't Believe the Lies': Lynette Zang
Bitcoin's ecosystem captured by Wall Street
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13 OCT6D AGOMajor Player Stacks $100B Gold & Silver - Is it the US Government? Andy Schectman
COMEX delivery surge signals big money accumulation
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13 OCT6D AGOMajor Player Stacks $100B Gold & Silver - Is it the US Government? Andy Schectman
US Treasury speculated as the $100B buyer
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13 OCT6D AGOMajor Player Stacks $100B Gold & Silver - Is it the US Government? Andy Schectman
BRICS interoperability, not a common currency
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9 OCT1W AGOI'm Buying These Gold & Silver Stocks 'Hand Over Fist': John Feneck
Hub-and-spoke portfolio structure for miners
3 SHOWS AGREE3 SHOWS · SAME SIDEGDXOpen in Zortix →
9 OCT1W AGOI'm Buying These Gold & Silver Stocks 'Hand Over Fist': John Feneck
U.S. Treasury instability as gold tailwind
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9 OCT1W AGOI'm Buying These Gold & Silver Stocks 'Hand Over Fist': John Feneck
BlackRock Silver's economic Nevada project
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9 OCT1W AGOI'm Buying These Gold & Silver Stocks 'Hand Over Fist': John Feneck
Angkor Resources' Cambodia oil lease commitment
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9 OCT1W AGOI'm Buying These Gold & Silver Stocks 'Hand Over Fist': John Feneck
Western Star Tungsten as a short squeeze candidate
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