Against the Grain


David Iben of Kopernik Global Investors describes why today’s market is reminiscent of 1972 and 1999, how he’s reconciling risk versus reward in Russia and China, where single-industry valuations appear most out of whack on a global basis, and what he thinks the market is missing in Centrais Eletricas, Cameco, Newcrest Mining and SkyWest.

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