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Jan van Eck of VanEck Funds on Global Markets, Deglobalization, and Rising Interest Rates (EP.228)
Panic with Friends - Howard Lindzon
Is There Anything I Missed About Vanek?
I would not call on a pension anymore because I know that if they're being honest, they're going to say, we got so much exposure. We got lucky to get out of Uber and Airbnb in that window of a couple of years ago, but that window is shot. So over time here, we can cherry pick into those markets. The Dow had its best month ever. Just don't be in a rush. That's kind of my only theme about it. And with the debt stuff, obviously, if that starts blowing up, you need golden and Bitcoin. But no, it's been great talking to you guys. Is there anything I missed about Vanek? No, but
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