46 min listen
Best of Panic: Jan van Eck of VanEck on Global Markets, Deglobalization, and Rising Interest Rates (EP.273)
Best of Panic: Jan van Eck of VanEck on Global Markets, Deglobalization, and Rising Interest Rates (EP.273)
ratings:
Length:
53 minutes
Released:
Sep 28, 2023
Format:
Podcast episode
Description
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)
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)
Released:
Sep 28, 2023
Format:
Podcast episode
Titles in the series (100)
Lindzanity - With Morgan Housel of The Collaborative Fund: In this episode, Howard and Morgan Housel discuss what makes a good investor, how they invest their money, and how Morgan started writing for the Motley Fool. How to start writing for the Motley Fool How to invest your money What makes a good... by Panic with Friends - Howard Lindzon