Image Source: Pexels
I often emphasize that the most useful people to interview are asset managers.Because they don’t have the luxury of merely having an opinion on the road ahead — they have to commit capital to their convictions, and be judged upon the results.Today we have the great fortune of being joined by one of the most respected capital allocators in the business: Jan van Eck.Jan is CEO of VanEck, an asset management firm with over $100 billion in assets under management invested across its wide family of ETFs and funds, spanning equity, bond, commodity, digital, and regional asset classes.Jan and I will spend the next hour discussing his macro and market outlooks, as well as where he sees the biggest opportunities for investors right now.The key trends he’s most focused on now are:1. Historic distortion in the equity market between growth and value stocks2. Fiscal deficit spending will have to be restrained soon3. Global economic growth is increasing again4. Blockchain usage will accelerateVideo Length: 01:08:29More By This Author:We’re Living Through The Most Distorted Business Cycle In History
The Stock Market Is Now A Giant Ponzi Scheme
What If A Coming Recession And Bear Market Are The Least Of Our Worries?
