Gold Telegraph: Conversation with Sean Boyd

Gold Telegraph 
@GoldTelegraph

GOLD TELEGRAPH CONVERSATION 12: SEAN BOYD

“World economies and financial systems aren’t on a solid footing… smart money understands that and has moved more smartly towards gold.”

Join me for a timely conversation with the former CEO and current Chair of @agnicoeagle, one of the world’s leading gold producers, as we explore why gold is breaking out across currencies, why critical minerals are now strategic, and why Canada’s mining moment has arrived.

Sean has spent decades building one of the highest-quality businesses in global mining, grounded in discipline, jurisdictional strength, and a deep belief that optionality becomes strategic in supply-constrained times.

In this discussion, Sean explains why gold has evolved from a trading instrument into a must-have investment vehicle, why the real bottleneck in critical minerals is processing capacity, and why Canada needs coordination, speed, and conviction to compete.

Thank you for joining me again, Sean.

I hope you all enjoy.

TIMESTAMPS:

(0:56) – Gold as a signal of structural change: what is the market finally pricing in?

(3:01) – Physical vs paper: is participation changing how gold is priced?

(5:01) – East vs West gold accumulation and a shifting monetary order

(6:47) – Gold as a sovereign asset: planning for a structural bull market

(9:57) – Beyond gold: which critical minerals can Canada lead in?

(12:58) – How real is the looming copper supply deficit?

(15:03) – Stockpiling, export controls, and the rise of resource nationalism

(16:56) – Is Canada doing enough to turn geology into supply?

(20:23) – Why a jurisdiction-first strategy built a world-class miner

(24:03) – Consolidation in Canadian mining

(26:25) – Optionality becomes strategic in a supply-constrained world

(28:43) – Agnico’s long-term vision for Nunavut

(32:28) – Mining, macro, and Arctic sovereignty

(36:17) – Sovereign debt, inflation, and gold’s long-term signal

(39:50) – Central banks, QE, and the flight to real assets

(43:29) – Interest rate volatility and the new reality of mine financing

(50:31) – What macro indicator matters most right now?

(52:41) – If Canada fixed one thing to accelerate mining, what would it be?

(55:42) – Permitting: protecting communities while enabling projects

(59:50) – The global race for critical minerals and Canada’s window

(1:03:32) – Does Canada need a national mining strategy?

(1:06:59) – A million dollars in gold: The Canada-wide treasure hunt

(1:10:32) – Leadership lessons for the next generation of miners

GOLD TELEGRAPH CONVERSATION 12:
SEAN BOYD

“World economies and financial systems aren’t on a solid footing… smart money understands that and has moved more smartly towards gold.”

Join me for a timely conversation with the former CEO and current Chair of @agnicoeagle, one of… pic.twitter.com/pXAjK5CIKh

— Gold Telegraph ⚡ (@GoldTelegraph_) December 19, 2025

Source(s):
https://x.com/GoldTelegraph_/status/2002112442600456222

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