Alaukika Vaishnav, Author at Kopernik Global Investors, LLC

Q3 2026 Conference Call

Edited Transcript of the 2nd Quarter 2026 Conference Call with Dave Iben and Alissa Corcoran Kopernik reviews the audio recording of the quarterly calls before posting the transcript of the call to the Kopernik website. Kopernik, in its sole discretion, may revise or eliminate questions and answers if the audio of the call is unclear…

October 16, 2026

AI as Servant, Not Master (Oct 2026)

AI is a powerful tool, but not a substitute for independent thinking. Explore Kopernik’s perspective on AI in investment research.

October 13, 2026

Fertilizers

Materials Analyst Taylor McKenna examines fertilizer industry economics, cyclical volatility, and long-term value across nitrogen, phosphate, and potash.

October 1, 2026

The Meb Faber Show | Co-CIO Dave Iben on Scarcity, AI, and Emerging Markets | September 25, 2026

September 29, 2026

Q2 2026 Conference Call

Edited Transcript of the 2nd Quarter 2026 Conference Call with Dave Iben and Alissa Corcoran Kopernik reviews the audio recording of the quarterly calls before posting the transcript of the call to the Kopernik website. Kopernik, in its sole discretion, may revise or eliminate questions and answers if the audio of the call is unclear…

July 21, 2026

Timber (Jun 2026)

Explore how biological and economic forces shape timber market dynamics, including opportunities for long-term investors.

June 23, 2026

Bayou Jubilee (Jun 2026)

“Bayou Jubilee” is a song by The Nitty Gritty Dirt Band (also known as the Dirt Band or NGDB), a band that has been around since 1966 but continues to play together. They are probably best known for their cover of Jerry Jeff Walker’s “Mr. Bojangles” and “Fishin’ In the Dark,” which reached #1 on…

June 23, 2026

Author: Alaukika Vaishnav