

US & China Liquidity To Keep Boosting Stocks From Here? | Jan van Eck
Oct 1, 2024
Jan van Eck, CEO of vanEck with over $100 billion in assets under management, discusses the current global economic landscape. He emphasizes the importance of diversification amidst macroeconomic tensions, particularly highlighting opportunities in emerging markets and Chinese equities. The conversation also touches on the impact of a divided government on fiscal policy and spending. Furthermore, Jan compares gold and Bitcoin performance and explores the shift in wealth perspectives, urging investors to focus on relationships and sustainability in their strategies.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 2min
Navigating the Global Economic Landscape
01:34 • 16min
Divided Government and Fiscal Policy Impacts
17:54 • 6min
The Intersection of Fiscal Policy and Investment Strategy
23:39 • 4min
Gold vs. Bitcoin: Shifting Assets
27:36 • 24min
Navigating the Shift in Wealth Perspectives
51:22 • 13min
Exploring Investment Strategies and Upcoming Opportunities
01:04:31 • 3min