Dave Iben

In this engaging conversation, Dave Iben, founder and CIO of Kopernick Global Investors, shares his contrarian insights on value investing. He discusses the revival of value stocks after years of underperformance and explains his transition from a would-be veterinarian to a savvy investor. Dave highlights key trends in precious metals, particularly platinum and gold, and emphasizes the importance of deep market analysis. He also explores how strategic travel informs investment decisions in emerging markets, stressing the need for discipline and patience in portfolio management.

Join finance luminaries Jim Grant, a legendary monetary policy expert, Larry Lepard, a hard money advocate, John Hathaway, a gold investing expert, and Dave Iben, a disciplined value investor. They dissect why gold is soaring above stocks and fiat currencies. Listen in as they explore bullish predictions for gold and Bitcoin, the undervaluation of gold mining stocks, and the nuances between physical bullion and paper gold. Insights on the future of money and central bank dynamics make this a must-listen for investors!

Dave Iben, Chief Investment Officer and founder of Kopernik Global Investors, shares insights from his career managing billions in client capital. He discusses current inefficiencies in the financial markets, highlighting opportunities for active investors. The conversation dives into concerns over high U.S. market valuations and the impact of a strong dollar on international investments. Iben emphasizes the importance of strategic diversification to navigate volatility and seize undervalued assets. He also reflects on the influence of classic literature in shaping investment perspectives.