News & Views

News & Views

The Big Long (Feb 2016)

Using the Academy Award winning film, The Big Short, David B. Iben, CFA discusses the current valuation environment of early 2016 and why the world is scripting it’s sequel. Arguing that we are not in the beginning of a bear market but rather near the late stages of a deep, powerful, psychologically challenging bear market. Dave explains the potential upside of current depressed valuations and why we are waiting patiently for an inevitable return to rationality.

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It's Still Rock and Roll to Me (Jul 2015)

David B. Iben, CFA discusses cyclicality in the financial markets. Whether it be clothes, entertainment or currencies, human preferences are ever changing making this market have an extraordinary level of peril and opportunity. And why, in the current highly-correlated investment environment, Kopernik uses a rigorous, bottom-up research process to mitigate it. Here at Kopernik, it’s still rock and roll to us.

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The Twilight Zone (Jan 2015)

Drawing parallels to the 1959 American TV show, David B. Iben, CFA discusses the current financial markets and why we believe, much like 1999 and 2008, we have crossed into the “twilight zone”, why this appears to be the buying opportunity of a lifetime and how Kopernik is taking full advantage where many prefer to buy high and sell low.

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When Doves Cry (Oct 2014)

David B. Iben, CFA discusses why we believe that valuation is the key determinant of risk (permanent loss of purchasing power) and why short-term price fluctuations are not risk, but are an annoying, often painful, creator of opportunity. While When Doves Cry reminds us of the Fed’s cooing over taking the risk out the marketplace, Prince’s apocalyptic anthem, 1999 will be used as a medium to lay out quite a bullish case for active management.

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The Saddle Ridge Hoard (Jun 2014)

Following the story of a California couple who stumbled on a coffee can filled with treasure, David B. Iben, CFA discussed the idea that investors often obsess over the wrong type of “risks’ and why this error in judgement presents outsized money-making opportunities.

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Willful Blindness (Sep 2018)

Mark McKinney, CFA, Kopernik Analyst and Portfolio Manager discusses the biggest threats and dangers that investors don't see, not because they're secret or invisible, but because we are willfully blind. Topics include: the U.S. Stock Market, Non-GAAP Earnings, The Buyback Boom, Growth vs Value, Volatility, Emerging Markets, and Russia

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Kopernik Perspective: Is Coal Dead? (Feb 2016)

Stephen Rosenthal, CFA, Kopernik Analyst, discusses the global demand for energy and how coal will continue to be a viable option to meet the energy needs of a growing population.

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That Word. I Do Not Think It Means What You Think It Means. (May 2018)

Mark McKinney, CFA, Kopernik Analyst and Portfolio Manager discusses a wide array of topics including risk, earnings, tech privacy, and Blockchain.

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Kopernik Perspective: Gold (Apr 2015)

Alissa Corcoran, CFA, Kopernik Analyst, discusses Kopernik's view on gold, its unique history, and the global opportunities Kopernik is finding in the industry.

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It’s Like Déjà Vu All Over Again (Jan 2018)

Mark McKinney, CFA, Kopernik Analyst and Portfolio Manager discusses the valuation changes of the worlds stock markets, the current tech stock heavy environment, and a look at Blockchain mania.

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Kopernik Perspective: Russia - It's not me, it's you (Apr 2015)

Stephen Rosenthal, CFA, Kopernik Analyst, and Mark McKinney, CFA, Kopernik Analyst and Portfolio Manager discuss Kopernik's approach to assessing the risk and opportunity of investing in Russian equities.

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Wealthion | CIO Dave Iben on Inflation and Opportunities in Mining Stocks

Founder and CIO Dave Iben appeared on the Wealthion investing series to speak about the current inflationary concerns and how inflation impacts assets differently. Tune in to uncover his perspectives on gold, uranium, and lithium, and gain valuable insights into the risks and opportunities in mining stocks.

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Super Terrific Happy Hour with Stephanie Pomboy and Grant Williams | CIO Dave Iben on Investment Opportunities in Inflation | October 8, 2023

Founder and CIO Dave Iben appeared on The Super Terrific Happy Hour Podcast to discuss how the bifurcated market presents opportunities in real assets in an inflationary environment. Listen to the podcast or view the transcript.

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MarketWatch | Analyst Taylor McKenna on Silver's Investment Appeal | September 13, 2023

Kopernik’s Taylor McKenna spoke with MarketWatch about silver and gold’s performance and the opportunities the firm is finding with mining companies. Read the full story here

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Benzinga Gold Conference | Kopernik Analyst Taylor McKenna on Gold Miners | July 20, 2023

Kopernik Analyst Taylor McKenna joined Benzinga’s Virtual Gold Conference last week to discuss opportunities in the sector and the gold miners Kopernik maintains strong conviction in. We remain especially bullish on junior miners, like Seabridge Gold and Equinox Gold.

Watch the replay of the conference here to check out Taylor’s thoughts, beginning at the 20-minute mark.

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Bloomberg Daybreak | Kopernik's Corcoran on Global Investing | June 1, 2023

Kopernik Deputy CIO Alissa Corcoran appeared on Bloomberg TV to discuss why the current environment doesn’t deter Kopernik from capitalizing on the attractive opportunities present in commodity investing.

You can watch Alissa’s interview here.

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Tampa Bay Business Journal | Profile on Kopernik's President Neda Yarich | June 9, 2023

Kopernik’s President Neda Yarich was profiled in a story by the Tampa Bay Business Journal. She discussed our firm’s 10-year milestone, her professional trajectory, and why proper ESG integration requires a certain amount of critical thinking.

Read the full story here. 

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