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.

01:15:37

Creator website

Episode guests

Jan van Eck

AI Summary

AI Chapters

Episode notes

Podcast summary created with Snipd AI

Quick takeaways

Understanding macro trends is crucial in identifying investment opportunities across various asset classes, including cryptocurrencies and emerging markets.

India's demographics, digitization, and technological advancements make it an attractive long-term investment destination.

Technology investments can be assessed using a business cycle framework, and ETFs provide a convenient way to align investments with secular trends like technology.

Deep dives

Importance of Understanding Macro Trends in Investing

Understanding macro trends is crucial for identifying investment opportunities. The speaker emphasizes the need to analyze both the business cycle and secular trends to make informed investment decisions. This approach helps in identifying opportunities in various asset classes, including cryptocurrencies and emerging markets. By understanding the macro landscape, investors can align their portfolios with the prevailing trends and potentially outperform the market.

Introduction

2min

Understanding Financial Spaces and Analyzing Technology as a Mega Secular Trend

4min

The Macro Investing Tool and an Upcoming Conversation with Jan Vanek

4min

Macro Investing and Vanek's Journey

3min

Approach to Macro Investing and Benefits of ETFs

5min

State of Financial Markets and Investing in Financial Assets

6min

Owning Financial Assets and Emerging Markets Analysis

3min

Investing in Emerging Markets and the Digitization of the Indian Economy

15min

The Debt Growth Cycle and its Implications

15min

10.

Bitcoin as a Competitor to Gold and Scalability of Blockchain Technology

17min

🔥 Get 10% OFF in NGRAVE's shop with the code "Realvision" http://realvision.com/ngrave

Real Vision co-founder and CEO Raoul Pal welcomes Jan van Eck, CEO of VanEck Funds, for a conversation at the nexus of macro, global finance, and technological change. Raoul and Jan discuss his fund’s origin and philosophy, the wide world of ETF strategies, India’s burgeoning economy, and the promise of crypto.

This episode is sponsored by NGRAVE, maker of ZERO, the world’s only crypto wallet with the highest security certification. of the coldest hardware wallet ZERO and stainless steel backup GRAPHENE. NGRAVE brings you the highest security in a touchscreen experience to safely manage all your crypto offline. Enjoy a 10% Real Vision discount at realvision.com/ngrave. with the code REALVISION

Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising

Learn more about your ad choices. Visit podcastchoices.com/adchoices

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Real Vision: Finance & Investing

Jan van Eck: ETFs, Global Macro, Tokenization

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

Deep dives

Importance of Understanding Macro Trends in Investing

The Rise of India and the Monsoon Countries

The Shift Towards Technology and the Role of ETFs

Investing in Emerging Markets: India and the Middle East

The Changing Dynamics of Cryptocurrencies and Tokenization

Get the Snipd
podcast app

AI-powered
podcast player

Discover
highlights

Save any
moment

Share
& Export

AI-powered
podcast player

Discover
highlights

Real Vision: Finance & Investing

Jan van Eck: ETFs, Global Macro, Tokenization

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

Deep dives

Importance of Understanding Macro Trends in Investing

The Rise of India and the Monsoon Countries

The Shift Towards Technology and the Role of ETFs

Investing in Emerging Markets: India and the Middle East

The Changing Dynamics of Cryptocurrencies and Tokenization

Get the Snipdpodcast app

AI-poweredpodcast player

Discoverhighlights

Save anymoment

Share& Export

AI-poweredpodcast player

Discoverhighlights

Get the Snipd
podcast app

AI-powered
podcast player

Discover
highlights

Save any
moment

Share
& Export

AI-powered
podcast player

Discover
highlights