David B. Iben – Master Class

Published on
December 18th, 2015
Duration
57 minutes

David B. Iben – Master Class

Master Class ·
Featuring David B. Iben

Published on: December 18th, 2015 • Duration: 57 minutes

David Iben, CIO of Kopernik Global Investors, sits with Real Vision for a fascinating Master Class on his far-reaching investing career. In this riveting hour, David explains his current focus on uranium and coal mining stocks, his outlook on U.S. versus emerging markets, and the opportunity cost in being invested in cash, stocks, or bonds when compared to particular resource and mining investments in which he anticipates a 5-10x upside.

Comments

  • TR
    Travis R.
    3 September 2019 @ 23:16
    Watched several times; and garner more wisdom each viewing. It has been almost 4 years since last RV appearance. Please have him back for another interview.
  • MS
    Michal S.
    18 September 2018 @ 15:18
    3 years since the interview and Sberbank has been a fantastic trade. Congratulations.
  • PS
    Patrick S.
    17 September 2017 @ 19:36
    yes please bring him back i have watched this 3 times too good
  • MR
    Marten R.
    4 September 2017 @ 12:12
    Uranium! Since this interview, the price has halved again from $40 to $20 / lb. What does this mean? Back.. up.. the.. truck. Uranium is set to go parabolic. It shall be the trade of the decade. RVTV.. you should do a uranium special to spread the word. MR
    • PS
      Patrick S.
      17 September 2017 @ 19:37
      i agree CAMECO BABY!!!! biggest holding of Kopernik and probably the only name big enough to accept institutional money IN SIZE
  • AV
    Alex V.
    13 November 2016 @ 07:04
    Great interview, please bring him back soon.
  • MS
    Matt S.
    29 October 2016 @ 16:59
    But really.... what skillset is it that he has which allows him to be able to value assess such diverse companies around the globe? How does he know it's time to sell a railway in Hong Kong or that the current book-value of some random Italian bank is at a 40% discount? It's just such a diverse knowledge base.... it blows my mind. Where should one begin with this? Mastering financial statements? Reading that old book about value investing? :)
  • MS
    Matt S.
    29 October 2016 @ 16:48
    This guy is like the Doc from Back to the Future! I would feel 100% secure parking all my cash in his fund, haha. If there is some Silicone Valley entrepreneur who can find a way to take the knowledge in his head and download it into mine... please.
  • BE
    Baha E.
    4 May 2016 @ 23:01
    Great interview.
  • SL
    Stephen L.
    13 April 2016 @ 11:58
    I go look up Peabody and they just filed for Chapter 11 a few hours ago. Timing!
  • wp
    warren p.
    25 January 2016 @ 23:55
    Refreshing. Hats off to him for sticking with his plan through all of this.
  • RM
    Robert M.
    9 January 2016 @ 02:11
    Does anyone else think palladium is undervalued?
  • JF
    Jennifer F.
    7 January 2016 @ 07:23
    Fantastic interview. he is a breath of fresh air. I like his common sence and mathematical approach.
  • MC
    Michael C.
    6 January 2016 @ 05:02
    Excellent interview with Dave Iben. Nice to hear a voice of long term investing and able to see through the short term. Very clear approach.
  • DM
    Dennis M.
    5 January 2016 @ 21:29
    David is a breath of fresh air. Thanks for bringing this type of common sense to us. Invaluable and actionable!
  • RJ
    Russ J.
    25 December 2015 @ 00:09
    Man, I needed this piece; just as a reminder of why I'm long so much stuff that continues to underperform. Invaluable lecture on the 'long-game' of value investing.
  • R
    Raymon .
    23 December 2015 @ 09:34
    101 Investing, how does our psyche get so confused, running with the herd is exhausting and costly, patience , value investing leads to min risk, max rewards. Thanks Grant terrific, he is a smart guy.
  • AD
    Anthony D.
    22 December 2015 @ 18:37
    Superb commentary. A welcome message to ground us all in investment reality, away from the distortions of this CB manipulated world. Perfect finale to the 2015 year.
  • CD
    Charles D.
    22 December 2015 @ 16:02
    Invaluable....refreshing...takes us all back to the essence of sound investing...not trading..momentum ..etc Iben..Templeton..."where are the bad markets...not the good ones"...yup.
  • CD
    Colin D.
    21 December 2015 @ 17:09
    Excellent interview with an experienced contrarian deep value investor. Keep them coming Grant.
  • DS
    David S.
    20 December 2015 @ 22:44
    Beautiful thought development delivered in a straight forward way. It is easy to see that an experienced, professional and diversified approach is necessary in these types of investments. Thanks!
  • KN
    Konstantinos N.
    20 December 2015 @ 22:43
    One of the most concise and interesting interviews in here! Keep it coming RV!
  • tW
    tgwtom W.
    20 December 2015 @ 15:05
    In Holiday terms, this is an 'ode to joy'.
  • jS
    jurgen S.
    20 December 2015 @ 07:22
    Fantastic ! This interview was very enjoyable, could listen to him all day. One of your best interviews Grant. Keep them coming.
  • JW
    J W.
    20 December 2015 @ 07:08
    I watched this twice in two days-wish I could get another hour with him!
  • PW
    Phil W.
    19 December 2015 @ 22:06
    Absolutely brilliant !!!!!!! He likes Canada, so do I being a cannuk. Lots and lots of resource stocks selling for pennies for Lbs/Ozs in the ground. I know, I own lots Just sitting back and waiting!
  • JW
    J W.
    19 December 2015 @ 21:48
    I don't know if I've ever ever a better value/deep value discussion. Oven is amazing!
  • TJ
    Terry J.
    19 December 2015 @ 18:34
    Absolutely brilliant interview and amazing insights. A real gem! Like others whom have commmented I had never come across David before but am now a fan!
  • rn
    rick n.
    19 December 2015 @ 17:00
    plain spoken, simple,brilliant that may have been RV's best interview yet Thank You RV
  • AP
    Adrian P.
    19 December 2015 @ 13:24
    Excellent interview, one of the best I've seen in RV. Very enligthening!!
  • MR
    MIGUEL R.
    19 December 2015 @ 05:31
    i will watch this over and over agin. excellent! Simple wisdom... "it's a beautiful thing"
  • AP
    A P.
    19 December 2015 @ 04:57
    Good on you RealVision; Excellent discussion!
  • LA
    Linda A.
    19 December 2015 @ 03:57
    I am deeply moved by Mr. Iben's honesty & care for his employees. Active management is the way to go vs. an ETF.
  • MA
    Melanie A.
    19 December 2015 @ 01:38
    Took a few mins to attune to his accent but also really liked his style and approach. Pragmatic with neither a doomsday or wildly bullish view - patient and focused on the current areas of value.
  • WM
    Will M.
    18 December 2015 @ 22:14
    Very good interview about contrarian investing & relative performance. I like Dave's style & value based approach. The fund site is great with some good commentary. Comments on Bonds feel too true.
  • RA
    Ricardo A.
    18 December 2015 @ 21:57
    Peculiar way of speaking .. but sharp delivery
  • DT
    Delvix T.
    18 December 2015 @ 17:23
    An excellent interview. Hadn't heard about him in person, but he does make a clear, concise and compelling case for buying cheap things and holding on to them. More deep-value investors please!
  • TF
    Tim F.
    18 December 2015 @ 17:15
    Excellent!! Thanks.
  • DF
    Dominic F.
    18 December 2015 @ 15:22
    Its a beautiful thing
  • bp
    bart p.
    18 December 2015 @ 15:14
    Hadn't heard of him before, very smart guy with a good contrarian mindset that puts everything in perspective. Good interview!