Eric Fine
Portfolio manager at VanEck specializing in emerging markets and macro analysis, author of a report modeling implied gold prices if the dollar lost reserve status; provides the episode's macroeconomic and gold-framework perspective.
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22 snips
Jan 17, 2026 • 52min
Why Bitcoin Has Fallen Behind Gold & What Could Come Next
Vinny Lingham, a serial entrepreneur and co-founder of Xash, and Eric Fine, a portfolio manager at VanEck, dive into the intriguing dynamics between gold and Bitcoin. Vinny discusses gold's liquidity and central-bank adoption, arguing it remains superior as a reserve asset, while introducing his innovative gold-backed stablecoin, USDX. Eric reveals bold projections for gold prices if it were to back the money supply, emphasizing geopolitical factors and market fragility. Their conversation paints a complex picture of today's financial landscape.
12 snips
Nov 26, 2025 • 53min
From Crisis to Creditor: Fiscal Dominance and the New EM Debt Playbook
Eric Fine, Head of Active Emerging Market Debt at VanEck, shares his 25-year journey navigating the complex world of emerging markets. He discusses how EMs have grown more resilient against shocks compared to developed markets facing increased volatility. Fine elaborates on fiscal dominance, the evolution of local-currency markets, and the implications of rising CNY usage in global reserves. He also warns about overcrowded trades in frontier markets, explores the interplay of gold purchases and currency effects, and predicts a shared future for the dollar's reserve status.
Nov 12, 2025 • 37min
ETF Central: Portfolio Manager, Active Emerging Markets Debt at VanEck Eric Fine
Eric Fine, Global Head of Emerging Market Debt at VanEck, brings decades of experience to the discussion. He shares insights on how stronger fiscal discipline and independent central banks are making EM bonds attractive. Fine highlights the resilience of emerging markets and their opportunities in global fixed income. He also addresses misconceptions about EM bond risks and advocates for flexible investment strategies. With a unique blend of international policy and market analysis, he elaborates on incorporating sovereign and corporate EM debt effectively.
