What VanEck Is Looking at in Public Equities | Markets Daily
CoinDesk Podcast Network
CoinDesk
4.8 • 689 Ratings
🗓️ 23 May 2025
⏱️ 9 minutes
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Summary
The latest price moves and insights with VanEck Portfolio Manager Pranav Kanade.
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VanEck Portfolio Manager Pranav Kanade joins CoinDesk Live at the Avalanche Summit in London with a conversation on the unique dual-focus of the VanEck Digital Asset Alpha Fund on both tokens and public equities. Plus, the potential for stablecoins to disrupt the traditional banking system and insights into the evolving regulatory landscape.
This content should not be construed or relied upon as investment advice. It is for entertainment and general information purposes.
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This episode was hosted by Jennifer Sanasie and Sam Ewen. “Markets Daily” is produced by Jennifer Sanasie and edited by Victor Chen.
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Transcript
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| 0:00.0 | Hello and welcome back to CoinDisc Live. |
| 0:08.4 | We are coming to you from the Avalanche Summit in London. |
| 0:12.6 | This is a special edition of Markets Daily, |
| 0:14.4 | and we're joined now by Vanek portfolio manager Pernav Kanov Kahnadeh. |
| 0:18.2 | Hello, Pernav. |
| 0:19.2 | Hey, guys. How are you? |
| 0:20.3 | Great. |
| 0:20.7 | We're doing fantastic. Yeah. Okay, I want to start here. Hello, Pernav. Hey, guys. How are you? Great. We're doing fantastic. |
| 0:21.6 | Yeah. |
| 0:22.6 | Okay, I want to start here. You lead Vanek's digital asset Alpha Fund, right? |
| 0:26.6 | Correct. |
| 0:27.6 | I said this to Sam before we came back from break. |
| 0:29.6 | Yeah. Pranav's going to give us the alpha. He leads the Alpha Fund. |
| 0:32.6 | So let's start here. I mean, what are you looking at? What's interesting to you? I know you don't like to follow the trends. |
| 0:38.3 | Yeah, so we are slightly in a unique position where we can do both tokens as well as public equities in our fund. |
| 0:44.3 | And one of the opportunities we've generally seen that's less explored by most market participants, whether it's crypto people or Tradfi equity equity people are just looking at public companies, |
| 0:55.2 | internet companies, e-commerce players and asking how much of their cost structure is interchange |
| 1:00.6 | fees and banking fees and get to the extent they can leverage stable coins post legislation, |
| 1:06.3 | how much of a margin uplift can they have in their businesses? And to the extent their businesses |
| 1:10.3 | can get a bigger multiple as a result of that, |
| 1:12.7 | what is sort of the upside to their equities? |
| 1:15.3 | So we've been doing that work for the last several months, |
... |
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