Jan van Eck: Q3 Macro & Market Outlook

34 snips

Jul 4, 2025

Jan van Eck, CEO of VanEck, shares his insights on the macroeconomic landscape for Q3 2025. He discusses the implications of the U.S. budget deficit and emerging investment strategies in light of new fiscal policies. The conversation covers the transformative role of AI in technology and its impact on employment. Jan also examines the shifting dynamics in Middle Eastern commerce, the importance of diversifying investment portfolios, and the opportunities presented by gold and emerging markets. His analysis reveals a cautiously optimistic outlook for investors.

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INSIGHT

US Budget Deficit's Market Impact

The US budget deficit remains unsustainably high, heavily influencing market dynamics.
This fiscal imbalance explains why no recession occurred despite aggressive interest rate hikes in 2022.

INSIGHT

Gold and Bitcoin Hedge Portfolios

Bitcoin and gold have surged in 2025, acting as effective portfolio hedges against fiscal instability.
Gold shares have notably outperformed, reflecting growing investor interest in store-of-value assets.

INSIGHT

AI Changing Tech Engagement Paradigm

AI is transforming human interaction with technology, shifting from search to conversational engagement.
Google's strategic AI integration leverages network effects to reinforce its market dominance.

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As he now does at the start of each quarter, Jan van Eck returned for a livestream this monring to share with us his macro & market outlook for Q3 2025.Deficits, tariffs, interest rates, bond yields, artificial intelligence, international equities, gold, Bitcoin....what lies in store ahead?Jan is CEO of VanEck, a highly-respected investment company with $116.3 billion in assets under management that offers a range of vehicles including exchange-traded funds (ETFs), mutual funds, institutional funds, separately managed accounts, model delivery SMAs/model portfolios, and UCITS funds and ETFs.#stocks #goldprice #bitcoinprice __________________________________________________Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce & distribute educational content geared for the individual investor. It’s important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer’s unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.