Jan van Eck: ETFs, Global Macro, Tokenization
Real Vision: Finance & Investing
Real Vision
4.1 • 1.1K Ratings
🗓️ 3 February 2024
⏱️ 74 minutes
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| 0:00.0 | Like some kind of Pizza Ninja, Domino's are slicing their prices. |
| 0:05.0 | Domino's price slice. |
| 0:07.0 | Small pizzas now 8 quid, medium now 10 quid, and large now 12 quid. |
| 0:12.0 | Yet we're making cuts too. |
| 0:14.0 | In 11th of February 24, minimum delivery spend, charges and areas may apply. |
| 0:18.0 | T.C. Domino's dot code. UK. |
| 0:20.0 | Hey everyone, today's Real Vision Daily Briefing is sponsored by Engrave, |
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| 0:37.5 | Enjoy a 10% Realvision discount in Engrave.. Shop with the code Real Vision. |
| 0:44.0 | Now to the top analysis of today's markets. |
| 0:47.0 | Hi, my name's Raal Pal. |
| 0:50.0 | And welcome to my show The Journey Man. And the Journey Man, I think you know by now is my journey of understanding into the nexus of macro, crypto and the exponential age of technology. |
| 1:05.2 | You see, I think all of these mega trends are all headed in the same place, that the structure |
| 1:12.0 | of how economies work has changed, and the opportunity set for all of us |
| 1:16.8 | has changed, particularly from the past. |
| 1:21.2 | And one of the things that I look at in macro is how you use the business cycle and |
| 1:29.5 | secular trends interwoven to find the best opportunities. You see crypto was one of the big ones for me where I could see the secular trend but until I did the deep dive on the business cycle to understand things like the everything code, |
| 1:45.8 | I couldn't fit it into my existing framework. But I cracked that. I cracked the code of crypto and how it works in the business cycle and I've probably done more work on the macro side of crypto than anybody else in the world and have built out an incredible array of indicators and analyses all within the |
| 2:07.1 | database that we have a global macro investor which is my institutional research service. |
| 2:12.4 | And that has given us a really deep understanding of how the space works. |
| 2:16.4 | Things like, you know, not only when, when should you be in or out of the crypto cycle, |
... |
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