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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.
Aurelion Research: https://aurelionresearch.com/
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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
