Recorded on April 1 2026
Steve Yang sits down with Jesse Day of Commodity Culture for a wide-ranging conversation on the global monetary system, sound money, self-custody, geopolitical resource pressure, and where investors may need to pay closer attention now. Jesse explains why he thinks the current fiat system can keep stretching longer than many expect even as debt, deficits, reserve-currency pressure, and political overreach keep exposing deeper fractures. He lays out why physical gold and silver remain foundational, where bitcoin can fit as a portability tool, and why the real issue is taking at least part of your wealth outside direct counterparty risk. The discussion also digs into Iran, China, energy chokepoints, the petrodollar, BRICS trade dynamics, and how shifts in global resource control could reshape the next phase of the monetary order. Jesse also explains how interviewing sharp people with opposing views has helped sharpen his own thinking instead of hardening it. To close, he breaks down why uranium remains one of the most compelling asymmetric setups on his radar right now. #Millettian
Key topics
Cracks in the global monetary system
Debt, deficits, and Japan as a pressure point
Gold and silver as hard-asset foundations
Bitcoin and self-custody
Iran, China, and resource leverage
The petrodollar and BRICS trade shifts
How Jesse weighs opposing viewpoints
Why uranium stands out now
Guest links
https://jesseday.ca/
https://www.youtube.com/@CommodityCulture
Host Steve Yang Natural Resource Stocks
Website https://www.NaturalResourceStocks.net
YouTube Main https://www.youtube.com/@naturalresourcestocks
YouTube Clips https://www.youtube.com/@NaturalResoureStocksClips
LinkedIn https://www.linkedin.com/in/thesteveyang/
NRS LinkedIn https://www.linkedin.com/company/naturalresourcestocks-net/
NRS Facebook https://www.facebook.com/people/Natural-Resource-Stocks/100090526686713/
NRS TikTok https://www.tiktok.com/@natural.resource.stocks
NRS Instagram https://www.instagram.com/naturalresourcestocks/
Chapters
00:00 Introduction
00:53 Cracks in the monetary system
06:39 Can the reset be delayed
09:19 What could force a reset
13:05 Gold silver and bitcoin
18:16 Iran China and resource power
24:11 Petrodollar pressure and BRICS
28:45 How Jesse handles opposing views
34:37 Biggest opportunities now
39:42 Commodity Culture and where to follow
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