Jan van Eck, VanEck – Thematic Investing, Gold & Digital Assets, and Financial History | #416

The Meb Faber Show - Better Investing

The Idea Farm

Business, Investing, Management

4.7 • 938 Ratings

🗓️ 18 May 2022

⏱️ 61 minutes

🔗️ Recording | iTunes | RSS

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Summary

Today’s guest is Jan van Eck, President & CEO of VanEck, which offers value-added exposures to emerging industries, an investment management firm that manages $85 billion. In today’s episode, Jan shares the origin story of the firm and its’ tie to gold dating back to the 1960’s. Then he shares his macro framework, criteria for launching a fund, and why the firm has starting getting exposure to venture capital. Next we get into what led him to go down the crypto rabbit hole and launch ETN’s abroad. He shares his big picture thoughts on the crypto ecosystem, his frustrations on how regulators are treating stablecoins, and what his thoughts are on when the Bitcoin ETF will be approved. ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- This episode is sponsored by Masterworks. Masterworks is opening the doors to top-tier, blue-chip art investments to everyone. Visit masterworks.io/meb to skip their wait list. ----- Interested in sponsoring the show? Email us at [email protected] ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more. ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here! Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Welcome to the Mebb Favor Show, where the focus is on helping you grow and preserve your wealth.
0:11.0	Join us as we discuss the craft of investing and
0:13.5	uncover new and profitable ideas all to help you grow wealthier and wiser. Better
0:17.4	investing starts here.
0:19.4	The Met Faber is the co-founder and chief investment officer at Cambria Investment Management.
0:23.4	Did it industry regulations, he will now discuss any of Cambra's funds on this podcast.
0:27.1	All opinions expressed by podcast participants are solely their own opinions and do not reflect the
0:30.8	opinion of Cambria Investment Management or its affiliates.
0:33.4	For more information, visit cambria Investments.com.
0:36.4	What's up everybody, a really fun show today with one of my favorite humans on the planet. Our
0:43.6	guest is Jan Van Eck, president and CEO of Vanck an investment management
0:47.3	firm that manages over $80 billion. And today's show, Jan shares the origin
0:51.8	story of the firm. It's tied to gold dating back to the 1960s.
0:55.6	Then he shares his macro framework, criteria for launching a new fund, and why the firm is starting
1:00.5	getting more exposure to venture capital.
1:03.0	Then he shares what led him to go down the crypto rabbit hole and also launch ETNs abroad.
1:08.0	He shares his big picture thoughts on the crypto ecosystem, his frustrations on how regulators are treating certain coins, and what his thoughts are when and if the Bitcoin E.F will be approved.
1:18.0	Now before we get to the episode, I want you to think of just one person who you know would love to learn a little more about how
1:24.7	crypto will affect the financial services industry. Send them this show. They'll be glad you did.
1:30.5	This episode is brought to you by 10 East.
1:33.0	Long time listeners know I've invested in private markets quite a bit myself,
1:37.0	but with access to these markets broadening,
	...

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