𝗢𝘄𝗻 𝘄𝗵𝗮𝘁 𝗰𝗮𝗻'𝘁 𝗯𝗲 𝗽𝗿𝗶𝗻𝘁𝗲𝗱, 𝗯𝘂𝘆 𝘄𝗵𝗮𝘁 𝘁𝗵𝗲 𝗰𝗿𝗼𝘄𝗱 𝗵𝗮𝘁𝗲𝘀, 𝗮𝗻𝗱 𝘀𝘁𝗼𝗽 𝗽𝗮𝘆𝗶𝗻𝗴 𝗳𝗼𝗿 𝗨.𝗦. 𝘀𝘁𝗼𝗰𝗸𝘀 𝗽𝗿𝗶𝗰𝗲𝗱 𝘁𝗼 𝗽𝗲𝗿𝗳𝗲𝗰𝘁𝗶𝗼𝗻. My guest today, Dave Iben, Chief Investment Officer, of Kopernik Global Investors, makes the case for each. We get into: • The money supply is up 111 times since he was born and the dollar has lost over 99% of its value • Why bubbles always form around the real deal, from canals and railroads to AI • Owning brand new Chinese nuclear reactors for less than it costs to build them • Ukrainian farmland companies trading at 80% to 90% discounts to Midwest land values • Taking South Korea to 19% of the portfolio after the president tried to seize control