Soar Financially

2025: America’s Fiscal Reckoning Has Begun | Jan van Eck

Jun 9, 2025
Jan van Eck, CEO of VanEck, discusses critical shifts in global markets and the overlooked role of hard assets like gold. He addresses the implications of monetary policy on investment strategies and the pressing fiscal challenges the U.S. faces leading up to 2025. The conversation reveals how geopolitics and rising interest rates affect market stability, the urgency of reforming Social Security, and the potential of ETFs to disrupt traditional systems. Van Eck also emphasizes the importance of smart investments amidst these turbulent changes.
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INSIGHT

2025: America's Fiscal Reckoning

  • 2025 is a critical year for America's fiscal reckoning due to unsustainable spending.
  • Social Security faces bankruptcy by 2033, with likely payment cuts as a de facto default.
ADVICE

Include Protection in Portfolios

  • Always include some protection like gold and Bitcoin in your portfolio against adverse macro scenarios.
  • These assets act as safeguards if economic or fiscal issues escalate.
INSIGHT

Recession Outlook and Politics

  • A US recession this year is likely due to slowing spending from prior government excess.
  • However, political motives may delay a formal recession despite underlying economic slowdown.
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