Kopernik's Corcoran on Markets, Strategy

The video discusses investment strategies amid geopolitical tensions, focusing on Russia, South Korea, and Japan. It highlights the importance of investing in undervalued, high-quality companies and the potential of gold mining in inflationary environments. Ethical considerations in investing in Russian assets are also explored.

What is the central bank's response to the ongoing war in Russia?

• Lowering the key rate to 5%

• Doubling the key rate to 20%

• Maintaining the key rate at 10%

• Halving the key rate to 2%

Why is KT Corp considered a valuable investment in South Korea?

• It is the smallest telecom company in South Korea

• It is trading at 6 times earnings with a 6% dividend yield

• It has a 2% dividend yield

• It is trading at 12 times earnings

What percentage of the portfolio is invested in gold mining companies?

• 50%

• 25%

• 10%

• 75%

What is a key reason for investing in gold mining companies during inflationary periods?

• They are not influenced by market fluctuations

• They have low cash flow

• They perform well even at current gold prices

• They are unaffected by geopolitical turmoil

What is a characteristic of net-net businesses in Japan?

• They are more expensive than US counterparts

• Their market cap is more than their liabilities

• Their market cap is less than their liabilities

• They have high dividend yields

What is the ethical consideration mentioned regarding investing in Russian assets?

• Investments are only in government bonds

• Investments are prohibited by international law

• Investments directly fund the Russian government

• Investments do not touch Russian companies directly

What is the main advantage of investing in undervalued businesses outside the US?

• They are less risky

• They provide long-term value with thorough analysis

• They require less analysis

• They offer higher short-term gains