Official Wealthion Podcast Feed. Learn about money and the markets from leading investors from around the world, and discover how to build a more resilient, lon...
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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56:12
Gold vs Bitcoin vs Equities: Is this the Last Time to get Gold Under 3K?
We often see the debate between gold versus bitcoin, but what about Gold and Bitcoin? In an eye-opening conversation that melds history, current conditions and the future, Gold and Silver co-host Alan Hibbard explains why he believes Gold AND Bitcoin are the key to a successful and long term portfolio, when you should bring equities into your investing, the lessons Alan has learned from a big crypto loss, a fascinating conversation of what happens if the US revalues its gold stock and why he thinks this is the last time we will be able to buy gold under 3K.
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
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39:44
Rick rule: Markets Plummeting, What to Buy
Rick Rule is known as one of the greatest and most strategic investors in the markets. In this investment idea rich interview with James Connor, he says that while the markets are plunging and he believes the U.S. economy will weaken, it doesn’t matter. He says he is in aggressive mode and lays out the areas – some of them surprising – where he sees steals and big upsides. He also discusses what he thinks are the biggest global risks and what investors should do about them. And of course, the future of gold, silver, and why the Canadian oil and gas sector is going to do just fine, tariffs or not. Plus, what he’s really afraid of.
9:07 What Rick is Buying
9:11 Gold is not near it’s top
9:15 Rick on Silver and other precious metals
9:22 Rick on Uranium
9:27 How investors should position themselves
9:30 Final Thoughts
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
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30:33
Rise Up Special Report: Market Mayhem, Tariffs & Recession Talk
The markets are giving investors whiplash and in this weeks Rise Up we’re breaking format to do an in-depth dive on the market volatility, the opportunities that exist for investors to capitalize on it and how to protect yourself financially on everything from job loss to a recession. With decades of experience and having managed portfolios through several recessions and lots of volatility, the advice in this week’s episode from Host Terri Kallsen and Bleakley Financial Group Principal Scott Schwartz and portfolio manager David Mandelbaum is priceless. From healthcare to global stocks to how to know if your portfolio is balanced, the takeaways in this weeks episode are too many to count. Plus, what to expect next week!
Topics in this week’s episode:
Market Mayhem
Tariff Trouble?
Work Worries
Investing Opportunities
Stagflation & Recession Concerns
What to Watch Next Week
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
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38:59
Joe McCann: Solana Bull, Bitcoin's Million-Dollar Future & Ethereum's Fate
Crypto’s volatility would test even the biggest crypto bull’s fortitude says Asymmetric founder and Solana Bull Joe McCann, but that isn’t stopping him from being bullish on its future. In this in-depth Speak Up with Anthony Scaramucci, Joe covers everything from why he thinks the crypto cycle isn’t anywhere close to being over, to when bitcoin hits a million (way sooner than most think), the future of Ethereum (questionable) and Solana (bright) plus his advice for new crypto investors and the macro indicators he uses to help his investing.
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Official Wealthion Podcast Feed. Learn about money and the markets from leading investors from around the world, and discover how to build a more resilient, long-term plan for your investment portfolio. Look for new episodes each week.
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