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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 102 attributed ideas; most-discussed: GDX, GDXJ, SILJ.

22
Ideas · 7d
102
Ideas · 30d
735
Ideas · all time
124
Episodes
Names this show discusses most
30D
GDX · 1GDXJ · 1SILJ · 1SLVP · 1SIL · 1BRC · 1
90D
GDX · 1GDXJ · 1SILJ · 1SLVP · 1SIL · 1BRC · 1

Theses first heard here · 11

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
23 OCT4D AGOGold & Silver Take a Beating as Markets Drop - What Comes Next? Levi Gunter
Fed narrative pivot drove gold's 25% drop
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23 OCT4D AGOGold & Silver Take a Beating as Markets Drop - What Comes Next? Levi Gunter
Silver's volatility and industrial deficit supportive
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23 OCT4D AGOGold & Silver Take a Beating as Markets Drop - What Comes Next? Levi Gunter
OneGold Card as a step toward gold banking
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23 OCT4D AGOGold & Silver Take a Beating as Markets Drop - What Comes Next? Levi Gunter
Gold's 1970s-style correction possible
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21 OCT6D AGOThe Secret War Being Waged on Your Soul as Europe Burns - 'It's a Distraction': Simon Michaux
European riots as synthetic distraction
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21 OCT6D AGOThe Secret War Being Waged on Your Soul as Europe Burns - 'It's a Distraction': Simon Michaux
Europe's military obsolete against drone warfare
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21 OCT6D AGOThe Secret War Being Waged on Your Soul as Europe Burns - 'It's a Distraction': Simon Michaux
Migration weaponized as geopolitical tool
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21 OCT6D AGOThe Secret War Being Waged on Your Soul as Europe Burns - 'It's a Distraction': Simon Michaux
BRICS control over critical mineral supply chains
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21 OCT6D AGOThe Secret War Being Waged on Your Soul as Europe Burns - 'It's a Distraction': Simon Michaux
BRICS alliance as the real conflict driver
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21 OCT6D AGOThe Secret War Being Waged on Your Soul as Europe Burns - 'It's a Distraction': Simon Michaux
Skills and community over bunkers and gold
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21 OCT6D AGOThe Secret War Being Waged on Your Soul as Europe Burns - 'It's a Distraction': Simon Michaux
US hyperinflation plan to pay down debt
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21 OCT6D AGOThe Secret War Being Waged on Your Soul as Europe Burns - 'It's a Distraction': Simon Michaux
Digital ID and programmable currency as Western strategy
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20 OCT1W AGO'Big Move' Coming For Gold as Debt Crisis Breaks Everything: Peter Schiff
Gold's next leg up as real rates stay negative
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20 OCT1W AGO'Big Move' Coming For Gold as Debt Crisis Breaks Everything: Peter Schiff
Hold physical gold and silver as monetary insurance
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20 OCT1W AGO'Big Move' Coming For Gold as Debt Crisis Breaks Everything: Peter Schiff
Sovereign debt crisis inevitable as yields rise
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20 OCT1W AGO'Big Move' Coming For Gold as Debt Crisis Breaks Everything: Peter Schiff
Gold miners undervalued on future metal prices
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20 OCT1W AGO'Big Move' Coming For Gold as Debt Crisis Breaks Everything: Peter Schiff
U.S. headed for crisis with no political solution
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20 OCT1W AGO'Big Move' Coming For Gold as Debt Crisis Breaks Everything: Peter Schiff
Welfare state culture leads to social unrest
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20 OCT1W AGO'Big Move' Coming For Gold as Debt Crisis Breaks Everything: Peter Schiff
Smaller gold miners as best relative value
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20 OCT1W AGO'Big Move' Coming For Gold as Debt Crisis Breaks Everything: Peter Schiff
Silver's $50 support as the new $20 floor
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20 OCT1W AGO'Big Move' Coming For Gold as Debt Crisis Breaks Everything: Peter Schiff
Own resources and capital, not labor
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20 OCT1W AGO'Big Move' Coming For Gold as Debt Crisis Breaks Everything: Peter Schiff
AI build-out faces credit and resource constraints
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19 OCT1W AGOThe Race For Rare Earths is Accelerating - 'Really Robust' Demand: Daniel Major
Rare earths demand robust, driven by bifurcation
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19 OCT1W AGOThe Race For Rare Earths is Accelerating - 'Really Robust' Demand: Daniel Major
Uranium sector disconnect despite strong fundamentals
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19 OCT1W AGOThe Race For Rare Earths is Accelerating - 'Really Robust' Demand: Daniel Major
Geopolitical premium for ex-China rare earths
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19 OCT1W AGOThe Race For Rare Earths is Accelerating - 'Really Robust' Demand: Daniel Major
Copper's high price warrants consolidation
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19 OCT1W AGOThe Race For Rare Earths is Accelerating - 'Really Robust' Demand: Daniel Major
Eastport's portfolio approach diversifies exploration risk
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16 OCT2W 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 OCT2W 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 OCT2W 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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