
#60 - The Plumber Returns - James Aitken on Japan, Kevin Warsh, gold, AI and inflation.
Jun 18, 2026 - 01:35:58
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Dave Iben is the founder and CIO of Kopernik GlobalInvestors, a $6bn global value investment shop which prides itself on independent thought and is comfortable with contrarian positions. Steve invited Dave on the podcast...
#48 The Independent Thinker - Dave Iben on Contrarian Value, Commodities & Emerging Markets is an episode from Behind the Balance Sheet by Stephen Clapham's Podcast on Value Investing | Stockmarket Analysis | Equities. Dave Iben is the foun...
This episode belongs to Behind the Balance Sheet.
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Published Jun 19, 2025, 01:02:58 long, audio available.