In this episode we spoke with Jesse Day (Commodity Culture) and Steve Barton (In It To Win It) about the outlook for global markets and the biggest opportunities in commodities. The discussion covers the current sentiment toward the S&P 500, whether a major market correction is approaching, and why many investors are turning to commodities like oil, uranium, gold, and silver. The guests explain the impact of geopolitical tensions around the Strait of Hormuz on oil prices, the long-term bull case for uranium and nuclear energy, and why gold and silver could continue rising as central banks accumulate precious metals. They also discuss undervalued sectors such as agriculture, fertilizers, and nickel, along with investment strategies for navigating volatility in commodity markets. If you are interested in macro investing, natural resources, energy stocks, and commodity supercycle opportunities, this conversation provides valuable insights from experienced market commentators.

🗓️ Recording date: March 13, 2026

📖 Chapters
00:00 Intro
00:31 Introduction – Market outlook with Jesse Day & Steve Barton
01:05 Sentiment on the S&P 500 and global markets
02:26 Bearish views on the stock market
05:05 Commodities outlook: oil, uranium, and macro trends
07:01 Investing lessons from Rick Rule
09:05 Lobo Tigre’s disciplined investing approach
11:46 Oil market outlook and Strait of Hormuz risks
15:55 Is the world heading toward an oil supply deficit?
19:19 Oil stock investment strategies
21:51 Gold outlook and possible price pullback
24:07 Central banks buying gold and the monetary shift
28:06 Bullish case for silver
29:08 Silver price outlook and market manipulation debate
32:56 Uranium stocks and the nuclear renaissance
35:26 Best uranium investment strategies
40:17 Nickel opportunity and supply disruptions
42:58 Fertilizers and agriculture investment opportunities
45:26 Final thoughts and where to follow the guests