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Jan van Eck, CEO of VanEck Funds, on Global Markets, Deglobalization, and Rising Interest Rates

Author

Howard Lindzon
November 17, 2022

Panic with Friends – Investing for Profit and Joy

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I’ve been trying hard to get my friend Jan van Eck on the podcast for a few years. He finally agreed. Jan van Eck is the CEO of VanEck, a New York-headquartered mutual fund and ETF company with approximately $80 billion in assets under management. He knows a thing or two about the financial business and the markets.

Jan and I love talking about the markets, startups, fintech and investing together. Jan has been a student of the market for decades and uses history as a guide as we think about the years ahead with interest rising and deglobalization. People need to be thinking about the market in just a little different way than what worked in the past. You’ll learn a lot from our conversation. I know I did.

You can listen to the podcast here on Spotify or Apple podcasts and now all the episodes are on my YouTube channel as well. You can click subscribe on any of these channels and get the podcast alert each week.

You can also listen right here on the blog:

Jan van Eck of VanEck Funds on Global Markets, ... by Panic with Friends - Howard Lindzon

I’ve been dying to get Jan on the podcast, and he’s finally here. After my brief podcast break, I've decided to have a lot of my friends on – people I like talking to about markets. Jan is one of those people. He’s super smart and well educated. I’m in the lucky position where I don’t have to be in the market, but because I’m fascinated by markets, started Stocktwits, love talking about them, and want to continue banging out some alpha, I invited Jan on the podcast. We have a great discussion about debt. We talk about money flows, and while Jan wasn’t the earliest, but early enough with directionally putting his firm on a path towards crypto, he has a lot of insights there as well. People need to be thinking about the market in just a little different way than what worked in the past. You’ll learn a lot from our conversation. I know I did.

https://cms.megaphone.fm/channel/STKT8917579627?selected=STKT3919015280

For more details on today’s conversation read on below…

Guest: Jan van Eck

Profile: CEO of VanEck Securities Corporation

Where to find him:  Twitter, LinkedIn

What's Jan Panicked About? Our debt levels.

Related:

Show Notes:

  • Introduction (00:39)

  • Welcome Jan (04:02)

  • Growing a mature business (04:52)

  • History is a teacher (07:73)

  • Becoming a ‘Macro Structuralist’ (12:58)

  • Lessons from the 1970s (14:49)

  • The right way to view inflation (15:17)

  • Bonds outperform stocks (16:54)

  • Will the Fed pivot? (19:12)

  • The ETF business (24:49)

  • Crypto-related ETNs (27:21)

  • China growth & demographics (28:40)

  • Getting smarter on Brazil (29:04)

  • Web3 (30:18)

  • Thoughts on Wealthtech (34:08)

  • What if 60/40 is wrong? (35:10)

  • Jan argues Howard’s book (39:23)

  • People care about performance (39:42)

  • Why Jan invested with Howard (40:46)

  • Diseconomies of scale (41:45)

  • The future of ETFs (43:33)

© Panic with Friends, 2022. All rights reserved.

Host: Howard Lindzon| Producer: Knut Jensen| Researcher: Pete Weishaupt Disclaimer: All information provided is for educational purposes only and does not constitute investment, legal or tax advice, or an offer to buy or sell any security. For full disclosures:https://howardlindzon.com/disclaimer/

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