Jan van Eck, CEO of VanEck Funds, on Global Markets, Deglobalization, and Rising Interest Rates
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.
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You can also listen right here on the blog:
For more details on today’s conversation read on below…
Guest: Jan van Eck
Profile: CEO of VanEck Securities Corporation
What's Jan Panicked About? Our debt levels.
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- 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/