As the CIO of Kopernik Global Investors — one of the top performing investment management firms in the U.S. — David Iben specializes in finding the value and identifying the right discounts on overlooked, undervalued or underestimated companies and sectors in the US and globally. This interview with Wealthion’s Trey Reik is chock full of investment ideas, advice and strategy, including what David is looking at globally, if Korea is an opportunity, evaluating conglomerates as a whole vs a “portfolio of businesses” and where Kopernik is seeing big returns. And of course, an in-depth conversation on gold, gold stocks, gold miners, platinum, what the market is signaling will happen to gold prices and why everyone has gold wrong.

CHAPTERS

1:11 The markets, Kopernik Global Investors investment strategy and competing with the “big boys”

7:30 Conglomerates vs “portfolio of businesses”

9:22 Investments Dave is looking at

11:02 Korea as an opportunity?

19:30 Countries KGI won’t invest in

20:24 On shorting

21:19 Institutional investing and Value investing

25:30 The Kopernick Portfolio

30:06 Today’s investment environment U.S. and Globally

33:22 Platinum vs Gold

37:31 The Gold Gap and investing in gold, gold stocks, gold miners, oil and ….

39:38 What the market is signally about gold

40:15 Everyone has the gold analysis wrong

46:00 Getting in early and investing in mining companies

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Gold, Platinum and Why Everyone Has it Wrong