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Join Grant Williams and his guests for a series of random walks around the fringes of finance and gain a better understanding of how the economic sands are shifting beneath our feet. https://www.grant-williams.com
Episodes
Friday Jul 10, 2020
Friday Jul 10, 2020
Stephanie and Grant are joined by an old friend, Dave Iben, Chief Investment Officer and Lead Portfolio Manager of Kopernik Global Investors - one of the great value investors of his generation.
The three discuss the art of value investing, the challenges it faces in today's market environment and why it's a bad idea to write any obituaries for the strategy just yet.
Dave talks about the cycles he's witnessed over his career as he gets ready to enter his fifth decade in the business, the lessons he's learned and offers some thoughts on where value can be found off the beaten path as equity markets scream towards all-time highs.
A masterclass in what is, sadly, fast-becoming a lost art...
Comments (4)
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Your guest list has been terrific. And your willingness to allow them to express thoughts and ideas minus interruptions....refreshing.
Wednesday Jul 29, 2020
Excellent
Sunday Jul 12, 2020
Awesome. Again!!
Saturday Jul 11, 2020
Thanks for another great interview!
Friday Jul 10, 2020
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