The Compound and Friends We Haven’t Seen the Third Act Yet
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May 13, 2022 Jan van Eck, CEO of VanEck and expert in thematic ETFs, joins the conversation to tackle pressing financial issues. He delves into the current bear market, discussing its orderly nature and the impact of inflation. The talk also explores the dichotomy between bond and stock market performance, highlighting venture capital trends. Jan shares insights on crypto, notably Bitcoin's resilience compared to gold, and critiques algorithmic stablecoins. Expect a lively discussion about innovative strategies and the future of investing in this intriguing financial landscape.
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A Case of Mistaken Identity
- Michael Batnick shares a humorous anecdote about confusing Jan Van Eck with a historical painter.
- This lighthearted moment adds levity to the discussion.
The Painter
- When Michael Batnick googled Jan Van Eck, he found a Holy Roman Empire painter with a similar name.
- This anecdote highlights a funny coincidence and potential confusion.
Bear Market Differences
- This bear market feels different due to coinciding bond bear market, speed, and depth of individual stock losses.
- Jan Van Eck disagrees, citing a new regime with the Fed's changing role and an orderly decline.