David Iben

David Iben, Founder and CIO of Kopernik Global Investors, shares insights from his immersive investment approach. He discusses the significance of annual location-focused research trips, like their recent one in London. David highlights undervalued sectors in the UK, including asset managers and telecoms, while explaining their long-term underweight stance on financials. With a focus on balancing bottom-up analysis with market sentiment, he offers a fresh perspective on commodities and the importance of patience in investing.

David Iben, CIO of Kopernik Global Investors, shares his views on the economy, why his team is bullish on gold, and if the S&P 500 is fairly valued. Topics include money supply and inflation, investment potential of uranium and lithium, performance of indices, and similarities between current economic environment and the 1970s.