4.4 • 2.2K Ratings
🗓️ 15 May 2024
⏱️ 13 minutes
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What should you do when an investment suddenly becomes hot or cold? How should investors think about sectors that fall in and out of favor? Should you be looking at countries like India and Japan or technologies like AI? Jan van Eck, CEO of Van Eck Funds, which oversees $75 billion in ETFs, speaks with Barry Ritholtz about how to identify when an asset class falls into or out of favor.
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0:27.7 | slash Green Festival. |
0:29.0 | Because your heart and you're cold, yes then you know, you're in and you're out, you're up and you're down. |
0:37.0 | What's the hot sector of the moment? Is it AI, the Metaverse, Gold, Oil? |
0:44.0 | Why do some stocks and styles fall in and out of favor on such a regular basis? |
0:50.6 | The challenge for investors is whether or not to jump into or out of these changing sectors and when. |
0:58.0 | It's actually much harder than it looks. |
1:01.0 | I'm Barry Ritholz and on today's edition of At the Money we're going to |
1:06.0 | discuss what to do with assets that have fallen out of favor with the markets. |
1:12.1 | To help us unpack all of this and what it means for you out of favor with the markets. |
1:12.6 | To help us unpack all of this and what it means for your portfolio, |
1:16.4 | let's bring in Jan Van Eck, CEO of Van Eck funds. |
1:21.1 | The company manages about $75 billion across a variety of E. T.F. |
1:27.6 | and mutual funds. Let's just start with the basic concept. Why do broad things tend to fall in and out of favor? |
1:35.7 | Well, Barry, you know, the firm was founded in 1955 and our perspective on the markets is that |
1:42.0 | markets, financial markets live within a broader world of |
1:44.9 | political trends, economic trends and technology. Also the game of investing is |
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