Panic with Friends - Howard Lindzon cover image

Jan van Eck of VanEck Funds on Global Markets, Deglobalization, and Rising Interest Rates (EP.228)

Panic with Friends - Howard Lindzon

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FinTech

I think in an era where rates are up and you can get paid for bonds, I think people should be paying for extra per T. The incumbents have got moats that are going to be very tough. It's still Goldman and JP Morgan and Schwab. So yeah, we've had the first generals attack, the Robin Hoods. There's just not that many of the PayPal's, the squares. But man, it's hard to make progress.

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