Raoul Pal: The Journey Man

Jan van Eck: ETFs, Global Macro, Tokenization

Jan 28, 2024

Raoul Pal welcomes Jan van Eck, CEO of VanEck Funds, to discuss ETFs, India’s economy, and crypto. They explore the importance of the business cycle, emerging markets, and technology in investing. They also delve into VanEck's macro investment philosophy, suite of products, and potential investment opportunities in Saudi Arabia. The conversation covers asset management's role in disruption and crypto, the excitement for on-chain innovation in Europe, and concludes with Jan's perspective on secular themes and involvement in the crypto industry.

01:16:49

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Episode guests

Jan van Eck

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Episode notes

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Quick takeaways

Understanding macro trends is crucial for successful crypto investments and requires looking beyond short-term fluctuations.

India offers investment opportunities due to its digitization, young population, and favorable demographics within the emerging markets trend.

The banking sector faces disruption from crypto technologies, particularly in areas such as settlements and capital allocation, questioning the future role of traditional banks.

Deep dives

The Importance of Understanding Macro Trends in Crypto

The speaker emphasizes the role of understanding macro trends and their impact on crypto investments. They mention how macro trends such as demographics and technology can influence the performance of different assets. The speaker highlights the importance of looking beyond short-term market fluctuations and focusing on long-term structural changes in the financial landscape.

Introduction

2min

Understanding the Business Cycle, Emerging Markets, and Technology

3min

Understanding the Business Cycle and Introducing the Macro Investing Tool

3min

Jan Vanek's Background and Macro Investment Philosophy

7min

Suite of Products, Hedge Funds, and Macro View

3min

Investing in Financial Assets

17min

Investment Opportunities and Changes in Saudi Arabia

5min

Conversations between Iran and Saudi Arabia

10min

The Role of Asset Management in Disruption and Crypto

22min

10.

Excitement for Europe and On-Chain Innovation

2min

11.

Conclusion, Gratitude, and Sponsor Ad

2min

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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

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Raoul Pal: The Journey Man

Jan van Eck: ETFs, Global Macro, Tokenization

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

Deep dives

The Importance of Understanding Macro Trends in Crypto

The Rise of India as an Emerging Market

The Evolution of Banking and the Role of Crypto

Investing in Emerging Markets

The Future of Blockchain and Tokenization

Get the Snipd
podcast app

AI-powered
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Discover
highlights

Save any
moment

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highlights

Raoul Pal: The Journey Man

Jan van Eck: ETFs, Global Macro, Tokenization

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

Deep dives

The Importance of Understanding Macro Trends in Crypto

The Rise of India as an Emerging Market

The Evolution of Banking and the Role of Crypto

Investing in Emerging Markets

The Future of Blockchain and Tokenization

Get the Snipdpodcast app

AI-poweredpodcast player

Discoverhighlights

Save anymoment

Share& Export

AI-poweredpodcast player

Discoverhighlights

Get the Snipd
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