Best of Panic: Jan van Eck of VanEck on Global Markets, Deglobalization, and Rising Interest Rates (EP.273)

Panic with Friends - Howard Lindzon

Inhoud geleverd door Panic with Friends. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Panic with Friends of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

9M ago 53:16

MP3•Thuis aflevering

Gearchiveerde serie ("Inactieve feed" status)

When? This feed was archived on June 10, 2024 04:55 (18d ago). Last successful fetch was on October 05, 2023 16:35 (9M ago)

Why? Inactieve feed status. Onze servers konden geen geldige podcast feed ononderbroken ophalen.

What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.

In this re-run of Best of Panic, I had been dying to get Jan on the podcast. After my brief podcast break, I decided to have a lot of my friends on – people I like talking to about markets. Jan will always be one of those people. He’s super smart and well educated. I’m in the lucky position where I don’t have to be in the market, but because I’m fascinated by markets, started Stocktwits, love talking about them, and want to continue banging out some alpha, I invited Jan on the podcast.

We had a great discussion about debt. We talk about money flows, and while Jan wasn’t the earliest, but early enough with directionally putting his firm on a path towards crypto, he had a lot of neat insights there as well. As was true then and is true now, people need to be thinking about the market in just a little different way than what worked in the past.

Guest - Jan van Eck, CEO at VanEck Securities Corporation

howardlindzon.com, vaneck.com

Twitter: @howardlindzon, @PanicwFriends, @JanvanEck3, @VanEck_US, @knutjensen

linkedin.com/in/janfvaneck

#fintech #invest #investment #venturecapital #stockmarket #finance

Show Notes:

Introduction (00:39)
Welcome Jan (04:02)
Growing a mature business (04:52)
History is a teacher (07:73)
Becoming a ‘Macro Structuralist’ (12:58)
Lessons from the 1970s (14:49)
The right way to view inflation (15:17)
Bonds outperform stocks (16:54)
Will the Fed pivot? (19:12)
The ETF business (24:49)
Crypto-related ETNs (27:21)
China growth & demographics (28:40)
Getting smarter on Brazil (29:04)
Web3 (30:18)
Thoughts on Wealthtech (34:08)
What if 60/40 is wrong? (35:10)
Jan argues Howard’s book (39:23)
People care about performance (39:42)
Why Jan invested with Howard (40:46)
Diseconomies of scale (41:45)
The future of ETFs (43:33)
Cherry-picking in public markets (46:11)
Jan’s favorite podcasts (47:44)
Wrapping up (50:16)
Closing thoughts (51:37)

284 afleveringen

#Trading #Business #Stocktwits