Kopernik Global Investors' Corcoran on Markets

The video discusses the potential of investing in emerging markets, highlighting their underperformance over the past two decades as an opportunity due to low expectations and pricing. It emphasizes a long-term investment strategy, using volatility as an opportunity. The video also covers specific investment cases like Newcrest Mining, which is undervalued despite positive gold market conditions, and Korea Telecom, which offers a cheaper alternative to U.S. telecom stocks.

Discuss the reasons why Newcrest is considered a valuable investment despite the decline in gold prices.

What are the advantages of investing in Korea Telecom as mentioned in the text?