Jay’s Pick for Top-Performing Commodity in 2026
Jay's Pick for Top-Performing Commodity in 2026 Charlotte McLeod interviews Jay Martin. Make sure to check out the full episode ...
SVice President & President of Sligan Plastics, U S Silica Holdings
Search every verified Jay Martin interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Jay Martin, host of The Jay Martin Show and organizer of the Vancouver Resource Investment Conference, has been conducting interviews focused on commodities, geopolitics, and resource investing. In December 2025, Martin stated that his pick for the top-performing commodity in 2026 is silver, saying "the sure money is on gold, but the big money is on silver." He has also discussed copper supply deficits, noting that major banks including Morgan Stanley have forecast that 2026 will see the largest copper deficit in 20 years. In interviews, Martin has commented on gold investor sentiment, saying that gold and silver investors have "PTSD from the last 15 years" and have "forgotten what a good market feels and looks like." He has also discussed the rise of stablecoins and their implications for the US dollar and gold, and has hosted conversations on geopolitical shifts affecting Canada's resource sector and the need for capital formation in natural resources.
“For 2026, I'm going to go with silver as the top-performing commodity.”
“The sure money is on gold, but the big money is on silver, and I think we'll see that materialize in 2026 — so if I had to go all-in for maximal return and accept the risk, I'm going with silver.”
“The market has recognized midnight sun recently, right? And I think 3 or 4xed your market cap in the last 6 months. Everything that we were saying was coming a decade out is happening now.”
“And what was really notable to me recently is that a lot of major banks around the world, including like Bank of America, Goldman Sachs, TD, and a handful of others have adjusted their near-term copper forecast. And I don't mean like 2030, I mean next year, like 8 months down the road.”
Jay's Pick for Top-Performing Commodity in 2026 Charlotte McLeod interviews Jay Martin. Make sure to check out the full episode ...
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