In this episode of AUM, we are joined by Jan Van Eck, CEO of VanEck.

VanEck has been a pioneer in asset management and ETF industry since 1991. Jan delves into the intricate dynamics of recessions, inflation, and government spending. They explore VanEck's investment strategy, focusing on macro trends such as technological advancements, political shifts, and economic policies.

The discussion covers VanEck's early adoption of Bitcoin and ETFs, emerging markets like India and Vietnam, the future of blockchain technologies, and their unique approach to portfolio building.

01:26 Meet Jan Van Eck: CEO of Van Eck

01:57 Jan's Formative Years and Career Path

05:45 VanEck's Investment Philosophy and Macro Trends

07:43 Exploring India's Economic Growth

11:05 VanEck's Approach to ETFs and Emerging Markets

17:00 Bitcoin and the Future of Digital Assets

26:06 The U.S. Fiscal Reckoning

32:57 Technological and Geopolitical Themes

38:03 VanEck's Unique Portfolio Building Approach

39:35 Advice for Aspiring Investors

See more about VanEck here: https://www.vaneck.com/us/en/