Скачать или смотреть The Art of Commodity Investing (Taylor McKenna of Kopernik)

Today we’re sharing our conversation with Taylor McKenna of Kopernik Global Investors.

We’ve long wanted to chat with Kopernik, given their strongvalue investing orientation, the fantastic research papers they’ve shared and their eclectic portfolio.

And our conversation didn’t disappoint. Taylor shared theKopernik philosophy, before expanding on why they like platinum group metals, gold and lithium, as well as thoughts on copper and uranium equities, amongst manytopics.

This interview was recorded on 30 May 2025.

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▶️ CHAPTER TIMESTAMPS

00:00 Preview
01:00 Introduction
03:35 Kopernik's Investment Strategy
05:04 Understanding Cyclical Markets
06:16 Valuation Metrics in Mining
08:06 Platinum and Palladium Market
11:16 Navigating Geopolitics
17:30 Impala vs Zimplats
20:58 Gold as a Long-Term Investment
26:12 Opportunities in Gold Mining
27:49 Newmont's Strategic Moves
31:18 Investment Strategies in Small Companies
39:34 Uranium Market
41:30 Lithium Market
48:08 Navigating Political Risks in Mining

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All information in this podcast is for education and entertainment purposes only and is of general nature only. The hosts of Money of Mine are not financial professionals. Money of Mine and our contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional. Money of Mine doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of Money of Mine are their opinions only and may contain forward-looking statements that may not eventuate. Please read the full Disclaimer here: https://www.moneyofmine.com/c/privacy...