What podcasts say about Jérémie Boyer

Every statement, with the speaker, the exact quote and the moment it was said.

What Jérémie Boyer has said on podcasts

23 statements · 15 positive · 5 negative · 3 neutral

on CopperPositiveSep 20, 2026· Monetary Matters with Jack Farley
AI has strengthened copper’s investment case.
“with ai it just become even better”
Listen at 0:31
Open the episode · Outlook on 5 Key Commodities: Metals Bull Market is Just Getting Started (Gold, Copper, & Uranium) | Jérémie Boyer | Aurelion
on GoldPositiveSep 20, 2026· Monetary Matters with Jack Farley
Gold will return to approximately $5,000 per ounce.
“i don't see how it it won't go back to like 5k usd an ounce”
Listen at 2:21
Open the episode · Outlook on 5 Key Commodities: Metals Bull Market is Just Getting Started (Gold, Copper, & Uranium) | Jérémie Boyer | Aurelion
on GoldNeutralSep 20, 2026· Monetary Matters with Jack Farley
Interest rates explain only about 30% of gold’s price story.
“maybe it's just like 30 of it”
Listen at 6:23
Open the episode · Outlook on 5 Key Commodities: Metals Bull Market is Just Getting Started (Gold, Copper, & Uranium) | Jérémie Boyer | Aurelion
on GoldPositiveSep 20, 2026· Monetary Matters with Jack Farley
Geopolitical fears may influence gold as much as interest rates did historically.
“the more there's fears in geopolitics it can even play Maybe not bigger, but maybe even roll on like that rates in the past”
Listen at 6:49
Open the episode · Outlook on 5 Key Commodities: Metals Bull Market is Just Getting Started (Gold, Copper, & Uranium) | Jérémie Boyer | Aurelion
on OilNegativeSep 20, 2026· Monetary Matters with Jack Farley
Oil prices will not rise as much as current hype implies.
“the price won't go up as much as the hype would want to”
Listen at 30:02
Open the episode · Outlook on 5 Key Commodities: Metals Bull Market is Just Getting Started (Gold, Copper, & Uranium) | Jérémie Boyer | Aurelion
on OilNegativeSep 20, 2026· Monetary Matters with Jack Farley
Oil is unlikely to rise above $120 under current conditions.
“we're not going maybe over 120”
Listen at 32:18
Open the episode · Outlook on 5 Key Commodities: Metals Bull Market is Just Getting Started (Gold, Copper, & Uranium) | Jérémie Boyer | Aurelion
on RefinersPositiveSep 20, 2026· Monetary Matters with Jack Farley
Crack spreads may continue, allowing refiners to generate profits.
“the crack spread can continue and probably the refinance can generate money”
Listen at 32:37
Open the episode · Outlook on 5 Key Commodities: Metals Bull Market is Just Getting Started (Gold, Copper, & Uranium) | Jérémie Boyer | Aurelion
on Commodity royalty companiesPositiveSep 20, 2026· Monetary Matters with Jack Farley
Royalty companies are generally attractive businesses.
“I think usually royalties are amazing business.”
Listen at 34:41
Open the episode · Outlook on 5 Key Commodities: Metals Bull Market is Just Getting Started (Gold, Copper, & Uranium) | Jérémie Boyer | Aurelion
on Commodity royalty companiesPositiveSep 20, 2026· Monetary Matters with Jack Farley
Commodity royalties are a relatively safe investment approach.
“So I think royalties are a really safe way.”
Listen at 35:08
Open the episode · Outlook on 5 Key Commodities: Metals Bull Market is Just Getting Started (Gold, Copper, & Uranium) | Jérémie Boyer | Aurelion
on Commodity royalty companiesPositiveSep 20, 2026· Monetary Matters with Jack Farley
Royalty companies can trade at valuation premiums because they are less risky.
“they can trade at a premium because it's less risky”
Listen at 38:10
Open the episode · Outlook on 5 Key Commodities: Metals Bull Market is Just Getting Started (Gold, Copper, & Uranium) | Jérémie Boyer | Aurelion
on Commodity royalty companiesNeutralSep 20, 2026· Monetary Matters with Jack Farley
Royalty companies often have substantial private-equity ownership.
“they tend to have a big private equity ownership”
Listen at 41:53
Open the episode · Outlook on 5 Key Commodities: Metals Bull Market is Just Getting Started (Gold, Copper, & Uranium) | Jérémie Boyer | Aurelion
on Commodity royalty companiesNegativeSep 20, 2026· Monetary Matters with Jack Farley
Private-equity ownership creates uncertainty about future selling pressure.
“there's a risk of you don't know what they will do with their position”
Listen at 42:17
Open the episode · Outlook on 5 Key Commodities: Metals Bull Market is Just Getting Started (Gold, Copper, & Uranium) | Jérémie Boyer | Aurelion
on Commodity royalty companiesPositiveSep 20, 2026· Monetary Matters with Jack Farley
Limited share float can make royalty companies less volatile.
“It's less volatile because you would have less floating flow.”
Listen at 42:32
Open the episode · Outlook on 5 Key Commodities: Metals Bull Market is Just Getting Started (Gold, Copper, & Uranium) | Jérémie Boyer | Aurelion
on UraniumPositiveSep 20, 2026· Monetary Matters with Jack Farley
Nuclear expansion will create additional uranium demand.
“you can see that we will have a demand that is for sure”
Listen at 45:56
Open the episode · Outlook on 5 Key Commodities: Metals Bull Market is Just Getting Started (Gold, Copper, & Uranium) | Jérémie Boyer | Aurelion
on UraniumPositiveSep 20, 2026· Monetary Matters with Jack Farley
Multiple utilities seeking uranium from one mine would push producers to raise prices.
“if there's, unlike having like one buyer, there's 10 in the next five years that won the same. from the same mind. As a producer, you will say, okay, I'm just hiking price.”
Listen at 48:30
Open the episode · Outlook on 5 Key Commodities: Metals Bull Market is Just Getting Started (Gold, Copper, & Uranium) | Jérémie Boyer | Aurelion
on UraniumPositiveSep 20, 2026· Monetary Matters with Jack Farley
Uranium is a long-term investment story with limited downside risk.
“I think that it's a really long-term story and something that will be hard to go wrong”
Listen at 50:15
Open the episode · Outlook on 5 Key Commodities: Metals Bull Market is Just Getting Started (Gold, Copper, & Uranium) | Jérémie Boyer | Aurelion
on nuclear power plantsPositiveSep 20, 2026· Monetary Matters with Jack Farley
AI-related power demand requires nuclear plants to be built faster.
“Now, this needs to accelerate. They need to build them faster than new central.”
Listen at 50:58
Open the episode · Outlook on 5 Key Commodities: Metals Bull Market is Just Getting Started (Gold, Copper, & Uranium) | Jérémie Boyer | Aurelion
on CopperNegativeSep 20, 2026· Monetary Matters with Jack Farley
AI demand and energy transition will contribute to a copper deficit.
“there is rising AI demand. We are in an energy transition. And this will within the deficit.”
Listen at 55:28
Open the episode · Outlook on 5 Key Commodities: Metals Bull Market is Just Getting Started (Gold, Copper, & Uranium) | Jérémie Boyer | Aurelion
on CopperPositiveSep 20, 2026· Monetary Matters with Jack Farley
Global demand for copper will increase over the long term.
“over the long term, for sure, we will need more copper”
Listen at 57:10
Open the episode · Outlook on 5 Key Commodities: Metals Bull Market is Just Getting Started (Gold, Copper, & Uranium) | Jérémie Boyer | Aurelion
on CopperPositiveSep 20, 2026· Monetary Matters with Jack Farley
Copper prices should continue rising.
“it's a market that should keep going”
Listen at 57:50
Open the episode · Outlook on 5 Key Commodities: Metals Bull Market is Just Getting Started (Gold, Copper, & Uranium) | Jérémie Boyer | Aurelion
on Copper minesNeutralSep 20, 2026· Monetary Matters with Jack Farley
Developing a copper mine takes substantial time.
“it takes a lot of time to build a copper mine”
Listen at 58:02
Open the episode · Outlook on 5 Key Commodities: Metals Bull Market is Just Getting Started (Gold, Copper, & Uranium) | Jérémie Boyer | Aurelion
on FreeportNegativeSep 20, 2026· Monetary Matters with Jack Farley
Boyer considers Freeport a low-quality copper producer.
“I don't think it's good. Don't want to hate on them, but I don't think it's a quality producer.”
Listen at 1:01:00
Open the episode · Outlook on 5 Key Commodities: Metals Bull Market is Just Getting Started (Gold, Copper, & Uranium) | Jérémie Boyer | Aurelion
on Copper producersPositiveSep 20, 2026· Monetary Matters with Jack Farley
Copper producers in less friendly jurisdictions may offer more upside.
“there's more upside when it's a less friendly jurisdiction”
Listen at 1:04:17
Open the episode · Outlook on 5 Key Commodities: Metals Bull Market is Just Getting Started (Gold, Copper, & Uranium) | Jérémie Boyer | Aurelion

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.