Real Vision: Finance & Investing Jan van Eck: ETFs, Global Macro, Tokenization
Feb 3, 2024
Jan van Eck, CEO of VanEck Funds, discusses ETFs, global macro investing, India's economy, and the promise of crypto. They explore the connection between macro economics, cryptocurrency, and technology, analyze financial spaces and emerging markets, and highlight the benefits of ETFs. They also delve into the state of financial markets, investing in emerging markets like China and India, the debt growth cycle, and Bitcoin as a competitor to gold and the scalability of blockchain technology.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10
Introduction
00:00 • 2min
Understanding Financial Spaces and Analyzing Technology as a Mega Secular Trend
02:23 • 4min
The Macro Investing Tool and an Upcoming Conversation with Jan Vanek
06:17 • 4min
Macro Investing and Vanek's Journey
10:20 • 3min
Approach to Macro Investing and Benefits of ETFs
12:56 • 5min
State of Financial Markets and Investing in Financial Assets
18:10 • 6min
Owning Financial Assets and Emerging Markets Analysis
24:23 • 3min
Investing in Emerging Markets and the Digitization of the Indian Economy
27:19 • 15min
The Debt Growth Cycle and its Implications
42:15 • 15min
Bitcoin as a Competitor to Gold and Scalability of Blockchain Technology
57:14 • 17min