Panic with Friends - Howard Lindzon
Description
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.
Guest - Jan van Eck, CEO at VanEck Securities Corporation
howardlindzon.com, VanEck.com
Twitter: @howardlindzon, @PanicwFriends, @JanvanEck3, @VanEck_US, @knutjensen
linkedin.com/in/janfvaneck
#fintech #invest #investment #venturecapital #stockmarket #finance
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)
Cherry-picking in public markets (46:11)
Jan’s favorite podcasts (47:44)
Wrapping up (50:16)
Closing thoughts (51:37)