The Reckoning Is Now Here & A Recession Comes Next | Jan van Eck скачать в хорошем качестве

The Reckoning Is Now Here & A Recession Comes Next | Jan van Eck

WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com When markets are in turmoil as they are now, I often emphasize that the most useful people to interview are asset managers. Because they don't have the luxury of merely having an opinion on the road ahead -- they have to commit capital to their convictions, and be judged upon the results. Today we have the great fortune of having the return appearance of one of the most respected capital allocators in the business: Jan van Eck Jan is CEO of vanEck, an asset management firm with over $100 billion in assets under management invested across its wide family of ETFs and funds, spanning equity, bond, commodity, digital and regional asset classes. As we've done the past several quarters now, Jan and I will spend the next hour discussing his latest macro and market outlooks, as well as where he sees the biggest opportunities for investors right now. Follow Jan at https://vaneck.com/ and on X at @janvaneck3 #recession #tariffs #deficit 0:00 - Liberation Day Game Changer 4:06 - Slide Deck: The Reckoning Details 7:15 - $1 Trillion Cut Breakdown 14:43 - Economic and Market Impact 18:50 - Recession Timing and Depth 25:45 - Tariffs and Inflation Risk 28:28 - Recession Duration Speculation 30:48 - Tactical Plays: Gold and Bitcoin 42:26 - Recession Safety Trade Effects 45:32 - Semiconductors Turnaround 48:36 - International Investing Outlook 52:21 - India’s Post-Correction Appeal 57:40 - Brazil’s Hated Value 1:00:17 - Recap and Closing Thoughts _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter. We produce educational content geared for the individual investor. It’s important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such. We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor in good standing with the Financial Industry Regulatory Authority (FINRA) who can develop & implement a personalized financial plan based on a customer’s unique goals, needs & risk tolerance. IMPORTANT NOTE: There are risks associated with investing in securities. Investing in stocks, bonds, exchange traded funds, mutual funds, and money market funds involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods. A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance. Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC. Copyright © 2025 Thoughtful Money LLC. All rights reserved.