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Economist, financial expert, and bestselling author Dr. Nomi Prins sits down with James Connor and dives deep into the economic storm clouds she sees gathering over Wall Street and Main Street alike. With Wall Street sitting on a “hidden” $620 billion ticking time bomb of loan losses (levels not seen since 2008), the risks of another banking crisis are mounting. Nomi explains why persistent inflation, record consumer debt, and tariff uncertainties are increasing the threat of a consumer recession, putting the economy at significant risk of stagflation. She reveals how the Fed’s next moves, with potentially deeper interest rate cuts, could reshape markets dramatically.
You’ll also hear from her about major geopolitical shifts, including Europe’s surging defense spending amid ongoing global tensions, and why central banks (particularly China) are rapidly diversifying from U.S. Treasuries into gold, likely pushing gold prices significantly higher.
Chapters:
0:58 - Fed Meeting Insights: Growth and Inflation Shifts
3:43 - Economic Slowdown: Warning Signs Unveiled
6:11 - Consumer Crisis: The Reality Behind Spending Declines
11:44 - Wall Street Banking on the Edge
17:00 - Could Another Silicon Valley Crisis Unfold?
18:18 - Recession or Reset? Forecasting 2025’s Economy
21:31 - Deficit Dilemma: The Burden of Ballooning Debt
24:47 - Europe’s Defense Surge: A New Global Shift
28:52 - Market Moves: S& P500 and European Equities in Focus
34:17 - Gold’s Rising Power: Insights from the Austrian Mint
37:27 - China’s Pivot: From US Treasuries to Gold
We want to hear from you! What would you like to see more of on Wealthion? Please take our poll here: https://www.youtube.com/post/UgkxtJvEEM4j_eRy7iT---EJ_mbkp1En1P0O
Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/3Xz3ihq
Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH
Connect with us online:
Website: https://www.wealthion.com
X: https://www.x.com/wealthion
Instagram: https://www.instagram.com/wealthionofficial/
LinkedIn: https://www.linkedin.com/company/wealthion/
#Wealthion #Wealth #Finance #Investing #WallStreet #Recession #Stagflation #EconomicCrisis #Gold #Inflation #BankingCrisis #FederalReserve #NomiPrins #Economy #MarketCrash #FinancialNews #StockMarket #ProtectYourWealth #DebtCrisis #FinancialEducation #Stocks #FinancialFreedom #InvestmentStrategy #InterestRates #Markets
________________________________________________________________________
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.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Trey Reik’s conversation with Rudi Fronk (CEO of Seabridge Gold) provides a detailed roadmap for successful investing in the exploration and development sector of gold-mining equities. Trey and Rudi first discuss the various stages of gold mine development (from discovery to commercial production), with focus on the time, resources and risks involved at each stage. Importantly, they identify how the process of mine-development progressively revalues a company’s below-ground gold reserves providing an attractive value-creation opportunity. Second, they identify the characteristics and fundamentals of successful gold exploration plays. And finally, Trey and Rudi examine how Seabridge Gold stacks up among the global universe of explorers and developers in the gold-mining universe.
Chapters:
1:03 - Legacy Unveiled: 40 Years in Gold
3:41 - The Mining Journey: From Discovery to Production
5:50 - Valuing the Underground: Gauging Ounce Worth
7:09 - Benchmarking: The $50 per Ounce Debate
8:03 - Price Perspectives: Seabridge’s Resource Valuation
9:30 - The Emerging Playbook: Key Criteria for New Producers
10:24 - Mapping the Territory: North American Focus
11:45 - Share Count Strategies: Growth vs. Dilution
12:49 - Rethinking the Giants: Negative Survivorship Bias
15:12 - Replacement Realities: The Challenge of Sustaining Ounces
18:14 - Beyond DCF: Embracing Optionality in Valuation
22:22 - Permitting Power: What Does Fully Permitted Mean?
24:28 - Strategic Financing: Spotlight on Key Investments
26:11 - Power Play: Locking in Hydroelectric Advantage
29:14 - 2025 Vision: Charting Corporate Goals
32:57 - Navigating Rights: Tunnel Occupation Disputes
37:51 - Community Engagement: Consultation Challenges
39:44 - Market Dynamics: Deciphering the Share Price Lag
47:46 - Final Thoughts: Summing Up the Investment Thesis
We want to hear from you! What would you like to see more of on Wealthion? Please take our poll here: https://www.youtube.com/post/UgkxtJvEEM4j_eRy7iT---EJ_mbkp1En1P0O
Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/4j9Rb2J
Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH
Connect with us online:
Website: https://www.wealthion.com
X: https://www.x.com/wealthion
Instagram: https://www.instagram.com/wealthionofficial/
LinkedIn: https://www.linkedin.com/company/wealthion/
#Wealthion #Wealth #Finance #Investing #Gold #GoldStocks #SeaBridgeGold #GoldInvesting #MiningStocks #InvestmentTips #RudiFronk #PreciousMetals #StockMarket
________________________________________________________________________
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.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Lakshman Achuthan, co-founder of the Economic Cycle Research Institute (ECRI), explains the reasons behind America’s slowing economy, clarifies why there’s no immediate recession threat, and highlights what the global industrial upturn means for investors in 2025 and beyond.
In this insightful conversation with Maggie Lake, you’ll learn:
Chapters:
01:15 - Navigating Mixed Signals: Is a U.S. Recession Ahead?
4:43 - Shifting Gears: The Changing Composition of Economic Growth
8:43 - Global Turnaround: What the Manufacturing Upturn Means for the Economy
11:49 - China’s Pivot: Rethinking Inflation in a Global Economy
16:13 - Stagflation or Stability? Unpacking the Inflation Debate
29:45 - Navigating Uncertainty: Political Moves and Economic Models
36:03 - Feeling the Pulse: Is the U.S. Economy Truly Vulnerable?
41:47 - Bubble or Boom? Assessing the AI Investment Surge
43:08 - AI & Productivity: Measuring the Miracle?
44:54 - The Productivity Conundrum: Why Is Efficiency Lagging?
47:01 - Volatility vs. Fundamentals: Can Markets Disrupt the Real Economy?
49:26 - Momentum vs. Fundamentals: Navigating Investment Strategies
51:04 - Trade Tensions: Should Tariffs Alarm Investors?
We want to hear from you! What would you like to see more of on Wealthion? Please take our poll here: https://www.youtube.com/post/UgkxtJvEEM4j_eRy7iT---EJ_mbkp1En1P0O
Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/4iIZz9u
Connect with us online:
Website: https://www.wealthion.com
X: https://www.x.com/wealthion
Instagram: https://www.instagram.com/wealthionofficial/
LinkedIn: https://www.linkedin.com/company/wealthion/
#Wealthion #Wealth #Finance #Investing #Economy #Inflation #Recession #Markets #Fed #Stocks #EconomicOutlook #StickyInflation #GlobalEconomy #FinancialNews #LakshmanAchuthan #MarketTrends #InvestmentStrategy #Currency #EconomicCycles #Manufacturing #StockMarket
________________________________________________________________________
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.
Learn more about your ad choices. Visit megaphone.fm/adchoices
In this week’s Rise Up, weekly market recap — the team analyzes the markets, Mag 7, and asks is there going to be a new period of European Exceptionalism and what should investors be doing about it. Then does a deep dive into alternative investments and the shadow economy investors need to not only be aware of, but invest in. From what are alternative investments, to their role in your portfolio, how you can get access to them and answers the question are they right for you? Plus, what to watch for next week that could affect your balance sheet.
3:14 The Fed moves
5:16 What do investors do now? When to Buy, Sell, Hold
10:21 The Mag 7, Getting in, Getting out and the consequences
12:23 (European Exceptionalism?
15:26 Alternative Investments, what are they?
18:29 How do you get access to invest in alternative investments?
19:30 What is the role of an alternative investment in a portfolio?
23:34 What are the different Alternative Investment vehicles
26:37 What are the current trends in alternative investments?
31:48 Next week: Tariff Watch
32:43 Next week: Consumer Confidence and what Bleakley Financial is seeing
34:45 Next week: Other Economic Indicators
Subscribe to our YouTube Channel: https://www.youtube.com/@Wealthion
Follow us on X: https://x.com/wealthion
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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
Learn more about your ad choices. Visit megaphone.fm/adchoices
Why do most investors consistently underperform? In this exclusive interview, renowned finance expert and bestselling author Barry Ritholtz joins Anthony Scaramucci to discuss his powerful new book, How Not to Invest. Barry reveals surprising insights into investor psychology, exposes the dangers of emotional investing, and explains why market timing rarely works. Discover why avoiding costly mistakes matters even more than chasing big wins, and learn how the incredible long-term power of compounding can transform your financial future. Plus, Barry shares his candid views on gold, cryptocurrency, tax-smart investing strategies, and more. This conversation is essential viewing for anyone serious about building and preserving wealth!
Chapters:
1:26 - Behind the Book Title: Why “How Not to Invest”?
2:34 - Morgan Housel’s Influence and the Writing Journey
6:47 - Embracing Investment Mistakes: Why Negatives Work
10:04 - How to Tame Your Emotional Investing
12:47 - Wisdom from Charlie Ellis: Winning by Avoiding Mistakes
18:17 - Investing for a Purpose: The Power of Holding Periods
22:42 - Controlling Your Emotions: Key to Financial Success
24:26 - The Gold Debate: Investment or Speculation?
28:35 - Innovations in Finance: The Promise of Tax Alpha
32:47 - Barry’s Take on Crypto: Bitcoin as a Tech Giant
Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/4hqgI6o
Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH
Connect with us online:
Website: https://www.wealthion.com
X: https://www.x.com/wealthion
Instagram: https://www.instagram.com/wealthionofficial/
LinkedIn: https://www.linkedin.com/company/wealthion/
#Wealthion #Wealth #Finance #Investing #BarryRitholtz #AnthonyScaramucci #BehavioralFinance #FinancialLiteracy #Crypto #Bitcoin #Gold #InvestmentStrategy #MoneyMindset #MarketInsights #PersonalFinance #FinancialFreedom #StockMarket #SmartInvesting #FinancialEducation #FinancialPlanning #HowNotToInvest
________________________________________________________________________
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.
Learn more about your ad choices. Visit megaphone.fm/adchoices
In Part II of this eye-opening interview, financial expert John Rubino (https://rubino.substack.com) joins James Connor to reveal why a massive monetary reset isn’t just likely, it’s inevitable. With debt levels spiraling out of control and markets more dangerously overvalued than during the 2000 tech bubble, Rubino explains why a severe market correction (potentially a 50%-80% crash) is on the horizon.
Learn how and why central banks worldwide are quietly stockpiling gold, positioning themselves for a historic return to a gold-backed monetary system. Could gold prices explode to as much as $20,000 per ounce?
Stay tuned until the end of the video for valuable expert commentary from Chris Casey of WindRock Wealth Management, who analyzes John’s insights and provides actionable guidance on how investors should navigate these uncertain economic times.
If you missed part I of John’s insightful interview, go here: https://youtu.be/t6HUOmhTwFc
Chapters:
0:36 - Is the Administration Preparing Us for Recession?
4:50 - Echoes of 2000: Is History Repeating Itself?
8:28 - Buy the Dip or Brace for a Crash?
11:05 - The Golden Opportunity: How High Can Gold Go?
18:32 - Will Debt Trigger America’s Next Crisis?
20:48 - Why the Economy Seems Healthy… Until It Isn’t
22:40 - Could Politics Be Driving a Planned Recession?
23:36 - Debt at $37 Trillion: Is Fiscal Responsibility Dead?
25:02 - How Severe Will the Equity Crash Be?
26:54 - Is Now the Time to Invest in Gold?
27:59 - Portfolio Defense: Where Should Investors Hide?
Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/4hoDyeM
Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH
Connect with us online:
Website: https://www.wealthion.com
X: https://www.x.com/wealthion
Instagram: https://www.instagram.com/wealthionofficial/
LinkedIn: https://www.linkedin.com/company/wealthion/
#Wealthion #Wealth #Finance #Investing #Gold #GoldPrice #GoldInvesting #MonetaryReset #MarketCrash #Recession #PreciousMetals #EconomicCrisis #StockMarket #FinancialReset #JohnRubino
________________________________________________________________________
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.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Geopolitical tensions have reached levels not seen since World War II, but what does that really mean for your money? In part I of this timely and compelling conversation with James Connor, finance expert John Rubino explains the real story behind the Russia-Ukraine war, NATO’s uncertain future, and why Europe’s financial fragility poses a hidden threat to global stability.
In this exclusive interview, you’ll learn:
• Why the U.S. and NATO’s strategy against Russia in Ukraine failed, and what’s next.
• How Europe’s financial instability could trigger a global crisis.
• The surprising way global powers (U.S., Russia, China, and Europe) are reshaping a new geopolitical order.
• The critical geopolitical shifts that every investor needs to understand now.
Don’t miss Part II of this interview, coming out tomorrow! We’ll discuss investment strategies to protect and grow your wealth in this risky environment.
Visit John's Substack here: https://rubino.substack.com
Chapters:
00:32 - Checking In: Life in Washington State
01:01 - Is Geopolitical Risk at WWII Levels?
06:04 - America’s Shift: Retreat from Global Policing?
09:28 - Ukraine War: Proxy Battle or Genuine Support?
13:01 - Europe’s Challenge: NATO Without the US?
16:07 - NATO’s Fate: If America Walks Away
19:12 - Warning Signs: Buffett’s Moves & Economic Uncertainty
27:32 - Government’s Gamble: The Student Loan Crisis
29:21 - Recession Watch: Will 2024 Be the Year?
Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/4bGkOGi
Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH
Connect with us online:
Website: https://www.wealthion.com
X: https://www.x.com/wealthion
Instagram: https://www.instagram.com/wealthionofficial/
LinkedIn: https://www.linkedin.com/company/wealthion/
#Wealthion #Wealth #Finance #Investing #Russia #NATO #Geopolitics #Europe #Ukraine #WorldOrder #GlobalMarkets #Economy #FinancialNews #JohnRubino
________________________________________________________________________
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.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Forget recession fears. Adam Johnson sees a massive opportunity in today’s market! In this compelling conversation with Maggie Lake, Adam, Portfolio Manager at Bullseye American Ingenuity Fund, explains why recession concerns are exaggerated, why AI stocks like NVIDIA are attractively valued now, and reveals his top investment picks: including Coinbase, Delta Airlines, and surprising innovators like GE Vernova and Symbotic. Discover his bullish outlook on American exceptionalism, why he’s buying tech stocks, and how to confidently navigate market volatility.
Chapters:
0:44 - Market Crossroads: Stability or Slide?
2:08 - Big Economic Shift or Business as Usual?
3:35 - American Ingenuity vs. Global Rebalancing
6:21 - AI in Focus: Boom or Bubble?
9:27 - Open Source AI Dilemma: Can Moats Survive?
13:03 - From Infrastructure to Innovation: The AI Investment Playbook
16:37 - Giant or Niche: Navigating AI Investment Waters
18:54 - Agile Infrastructure: Timing the Data Center Dilemma
23:29 - Crypto’s Backbone: The Coinbase Question
26:30 - Regulatory Clarity: Threat or Validation for Coinbase?
28:54 - Delta’s Ingenuity: The Airline That Breaks the Mold
32:56 - Diversification in the Skies: Delta’s Strategic Edge
37:27 - Fear Factor: Recession, AI Bubbles, and Global Asset Shifts
39:44 - Volatility or Opportunity: Navigating Market Fluctuations
Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/4idJaK0
Connect with us online:
Website: https://www.wealthion.com
X: https://www.x.com/wealthion
Instagram: https://www.instagram.com/wealthionofficial/
LinkedIn: https://www.linkedin.com/company/wealthion/
#Wealthion #Wealth #Finance #Investing #StockMarket #Recession #AIstocks #Nvidia #Coinbase #MarketDip #BuyTheDip #MarketVolatility #USStocks #AmericanExceptionalism #AdamJohnson #Economy #BullMarket #FinancialFreedom #Crypto #StocksToWatch
________________________________________________________________________
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.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Propy CEO Natalia Karayaneva joins Anthony Scaramucci to discuss how her company is revolutionizing real estate by using Bitcoin, Ethereum and the blockchain to buy and sell actual properties — and making it as easy as a few mouse clicks. In this fascinating look into the future of real estate, Natalia explains how Propy works, what the advantage to buying a tokenized property is, fractionalized shares of a home and how eventually you’ll be able to use crypto exchanges to buy and sell real estate.
Disclosure: Anthony is an advisor to Propy.
CHAPTERS:
:52 Natalia’s background and Propy’s vision
3:30 Using blockchain to buy and sell property
7:08 Propy’s properties and how it works
9:40 Can I own a fractional portion of a property?
11:40 Using Bitcoin to buy a Propy property
15:19 From blockchain to real world
16:26 Dealing with potential fraud
17:53 What is the advantage of buying a tokenized property?
21:40 How do the Propy loans work?
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
Learn more about your ad choices. Visit megaphone.fm/adchoices
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
Learn more about your ad choices. Visit megaphone.fm/adchoices
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