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 having a second appearance of 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.
As we did last quarter, Jan and I will spend the next hour discussing his latest macro and market outlooks, as well as where he sees the biggest opportunities for investors right now.
Follow Jan at https://vaneck.com/
Or on x/Twitter at @janvaneck @janvaneck
Or on LinkedIN athttps://www.linkedin.com/in/janfvaneck/
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