As the CIO of Kopernik Global Investors (www.kopernikglobal.com) — 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 Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://wealthion.com/free/ Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://hardassetsalliance.com/?aff=WTH ____________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields. While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor. We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so. The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.