

We will break down the macroeconomic, geopolitical, and hidden supply-demand forces currently reshaping global markets, and why many experienced investors believe commodities such as uranium, oil & gas, gold, silver, and agriculture may be entering a very different environment than the one investors became used to over the last two decades.
Rather than focusing on hype or short-term speculation, this session will explore how serious commodity investors think about risk, portfolio allocation, energy scarcity, geopolitical instability, and long-term positioning during periods of global uncertainty.
One of the core parts of the event will be Jesse walking through his current portfolio, discussing what he owns, why he owns it, how he thinks about each sector, and where he personally sees both opportunity and risk going forward.
Attendees will also have the opportunity to ask Jesse questions directly regarding commodities, macro trends, mining stocks, precious metals, energy markets, portfolio positioning, and the themes discussed throughout the bootcamp.
All attendees will receive access to the full replay after the event so you can revisit the discussion, portfolio breakdowns, macro themes, and Q&A session at your own pace.


As many of you already know, for years I’ve been interviewing some of the biggest names in commodities, macroeconomics, mining, energy, and finance through Commodity Culture in my +130k subscribers channel.
I’ve had conversations with investors, fund managers, economists, mining CEOs, and geopolitical analysts covering everything from gold and silver to uranium, oil & gas, agriculture, debt markets, inflation, and global energy security.


I’ve had conversations with investors, fund managers, economists, mining CEOs, and geopolitical analysts covering everything from gold and silver to uranium, oil & gas, agriculture, debt markets, inflation, and global energy security.

Alongside the interviews, I’ve also produced multiple long-form documentaries on commodities markets, including documentaries on uranium, platinum, gold, silver, oil, natural gas, and more, with several reaching millions of views on YouTube.
I'm the instructor of the Uranium 101 course on Commodity University, I was named as one of the Top 50 Leading Voices in Commodities in 2024 by Cititec Talent, and I've been interviewed as a commodities market expert on shows such as Nomad Capitalist, the Jay Martin Show, Miles Franklin Media, and others.


I'm the instructor of the Uranium 101 course on Commodity University, I was named as one of the Top 50 Leading Voices in Commodities in 2024 by Cititec Talent, and I've been interviewed as a commodities market expert on shows such as Nomad Capitalist, the Jay Martin Show, Miles Franklin Media, and others.

See You Inside:)
This investor bootcamp is intended for educational and informational purposes only and should not be considered financial, legal, tax, or investment advice. Jesse Day is sharing his personal opinions, research, portfolio positioning, and market perspectives based on his own experience covering the commodities sector.
Nothing discussed during this event should be interpreted as a recommendation to buy or sell any specific security, commodity, or investment product. All investing and speculation involve risk, including the potential loss of capital. Attendees are encouraged to conduct their own due diligence and consult with qualified financial professionals before making investment decisions.
Past performance does not guarantee future results.