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

Try model portfolios available on Plutus and get a 45-day fee waiver when you signup with code OPM45: https://runplutus.com/mm-opm/login

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.

Aurelion Research: https://aurelionresearch.com/

Follow Aurelion Research on X: https://x.com/AurelionRsch

Follow Max on X: https://x.com/maxwiethe

Follow Other People’s Money on:

Apple Podcast https://bit.ly/4e7QJ1M

Spotify https://bit.ly/3Yhaazi

YouTube https://bit.ly/3C63VXR

X https://x.com/opmpod

JFMW Partners LLC (“Promoter”) is providing this endorsement of, and information related to, the advisory services offered by Namsoft Advisors LLC ("Namsoft"). Promoter is not a current client or investor in any Namsoft advisory account or private fund. Promoter receives cash compensation from Namsoft in the form of a flat referral fee of $750 for each client that engages Namsoft as a result of Promoter's promotional activities. Because Promoter is compensated for this endorsement, a material conflict of interest exists, as Promoter has a financial incentive to promote Namsoft's services to you. This endorsement is delivered as part of a podcast or other audio program produced by Promoter and does not constitute investment advice or a recommendation that any particular advisory arrangement is suitable for you.

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