Outlook on 5 Key Commodities: Metals Bull Market is Just Getting Started (Gold, Copper, & Uranium) | Jérémie Boyer | Aurelion

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Jérémie Boyer, co-founder of Aurelion Research, joins OPM to give his outlook for 5 key commodities. He explains why after avoiding earlier downside volatility in gold he just got the buy signal he’s been waiting for, and why the longer-term AI driven bull thesis on copper is very real and happening now. He also gives his outlook for uranium, fertilizer, and oil and discusses how he and his partner turn commodity views into a portfolio of equities that is up over 100% since inception a little over 1-year ago.

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Timestamps:

00:00 Intro

02:16 Why Gold Could Hit 5K

05:45 Geopolitics Over Rates

09:24 Portfolio Positioning

12:28 Managing Miner Cycles

16:26 Plutus

18:26 Bearish Oil & Fertilizer

20:28 Oil Thesis & China Inventories

33:23 Royalties as Exposure

36:07 Valuing Royalty Companies

42:48 Why Uranium Now

46:10 Uranium Contracts & Supply

51:10 Energy Security and Nuclear Buildout

54:31 Copper Bull Case in AI Era

01:00:05 Picking Copper Stocks

01:06:43 Five Commodities Recap

01:11:26 Closing and Where to Follow