Raoul Pal: The Journey Man

Jan van Eck: ETFs, Global Macro, Tokenization

Jan 28, 2024
Guest
Jan van Eck
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.
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Episode notes
1
Introduction
00:00 • 2min
2
Understanding the Business Cycle, Emerging Markets, and Technology
02:25 • 3min
3
Understanding the Business Cycle and Introducing the Macro Investing Tool
05:38 • 3min
4
Jan Vanek's Background and Macro Investment Philosophy
08:53 • 7min
5
Suite of Products, Hedge Funds, and Macro View
16:18 • 3min
6
Investing in Financial Assets
19:12 • 17min
7
Investment Opportunities and Changes in Saudi Arabia
36:38 • 5min
8
Conversations between Iran and Saudi Arabia
41:22 • 10min
9
The Role of Asset Management in Disruption and Crypto
51:38 • 22min
10
Excitement for Europe and On-Chain Innovation
01:13:25 • 2min
11
Conclusion, Gratitude, and Sponsor Ad
01:15:22 • 2min