The Next Gold Rush: Emerging Markets?

Motley Fool Money

The Motley Fool

Business, Investing

4.4 • 3K Ratings

🗓️ 31 May 2025

⏱️ 30 minutes

🔗️ Recording | iTunes | RSS

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Summary

Jan van Eck is the CEO of vanEck, an investment management firm that takes a self-proclaimed “macro approach” to investing. Ricky Mulvey caught up with van Eck for a conversation about: The future of Social Security, de-dollarization, and demand for gold. Opportunities in China, India, and Brazil. What falls into Jan’s “hated things” bucket. Companies discussed: TSLA, NSE: BHARTIARTL Host: Ricky Mulvey Guest: Jan van Eck Producer: Mary Long Engineer: Rick Engdahl Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Hi, this is Ava from Vanta.
0:02.0	In today's digital world, compliance regulations are changing constantly,
0:07.0	and earning customer trust has never mattered more.
0:10.0	Vanta helps companies get compliant fast and stay secure,
0:13.0	with the most advanced AI automation and continuous monitoring out there.
0:17.0	So whether you're a startup going for your first stock two or ISO-27,001, or a growing
0:22.1	enterprise managing vendor risk, Banta makes it quick, easy, and scalable, and I'm not to say
0:27.2	that because I work here. Get started today at banta.com. When you look at certain parts of our
0:33.8	economy, you just have to realize that they're going to be more and more affected
0:37.8	by things outside the United States.
0:40.3	So if I'm right, in India is a major economy in 10 years, India's economy and China's economy
0:46.8	is completely delinked to the US dollar.
0:49.6	They don't want to be part of the US dollar ecosystem at all, right? So that's all I'm saying. So there's
0:55.8	going to be another global currency that people want to store value in, and one of those is gold.
1:09.0	I'm Mary Long, and that's Jan Van Eck.
1:11.2	He's a CEO of Van Eck, an investment management firm focused on mutual funds,
1:15.4	ETFs, and more.
1:16.6	They've got $100 billion in assets under management.
1:19.8	My colleague, Ricky Mulvey, caught up with Jan about the multi-decade trends
1:23.5	Yon's got his eyes on, government spending, de-dollarization, and a bit of a debate about the benefits of gold,
1:29.9	plus what goes into Yon's hated things bucket.
1:38.1	So Yon, first question is, I think, a foolish question,
	...

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