Notas del episodio
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