Masters in Business
At the Money: Gold, Bitcoin & Other Thematic Investments
Jun 12, 2024
Jan van Eck, CEO of Van Eck Funds, discusses thematic investing and the significance of gold, bitcoin, and cryptocurrencies in portfolios. The conversation covers the historical importance of gold as a hedge against inflation, the comparison between Bitcoin and Ethereum, the rise of stablecoins, and the disruptive potential of cryptocurrencies in the financial sector.
10:28
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Quick takeaways
- Thematic investing focuses on specific areas like industries or countries, offering opportunities not reflected in broad markets.
- Bitcoin, like internet gold, represents a significant crypto asset with adoption potential and software investment opportunities.
Deep dives
Thematic Investing: Unpacking the Concept
Thematic investing, as discussed by Jan Eck Van He, involves focusing on specific areas of the market such as industries or countries rather than broad financial markets. An example highlighted is the thematic investment in gold during the 1970s, which was based on anticipating Nixon going off the gold standard. This approach involves looking at macro factors like politics and technology to identify potential opportunities that may not be reflected in current market prices. Given current government spending and inflation concerns, gold remains a relevant thematic investment option.
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