The MacroMavens Podcast
The MacroMavens Podcast
Super Terrific Happy Hour, Ep 5 - Yet Another Super Terrific Guest
1 hour 27 minutes Posted Jul 8, 2020 at 9:08 am.
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Show notes

Stephanie and Grant welcome value investor Dave Iben, Chief Investment Officer and Lead Portfolio Manager of Kopernik Global Investors to the Super Terrific Happy Hour.

Dave proceeds to give a masterclass in the art of value investing - a particularly timely reminder given the rise of passive strategies in recent years.

From the principles a value investor needs to adhere to, through cycle analysis to individual sectors and companies in which Dave sees tremendous opportunity, this is a conversation not to be missed.