The Reckoning Is Now Here & a Recession Comes Next - Jan van Eck (Video)
In this 10 April 2025 video, host Adam Taggart talks about the markets in turmoil. When markets are in turmoil as they are now, I often emphasize that the most useful people to interview are asset managers. Because they don’t have the luxury of merely having an opinion on the road ahead — they have to commit capital to their convictions, and be judged upon the results.
Today we have the great fortune of having the return appearance of one of the most respected capital allocators in the business: Jan van Eck. Jan is CEO of vanEck, an asset management firm with over $100 billion in assets under management invested across its wide family of ETFs and funds, spanning equity, bond, commodity, digital and regional asset classes.
As we’ve done the past several quarters now, Jan and I will spend the next hour discussing his latest macro and market outlooks, as well as where he sees the biggest opportunities for investors right now.
https://youtu.be/Qp0cV8K7JC4
0:00 – Liberation Day Game Changer
4:06 – Slide Deck: The Reckoning Details
7:15 – $1 Trillion Cut Breakdown
14:43 – Economic and Market Impact
18:50 – Recession Timing and Depth
25:45 – Tariffs and Inflation Risk
28:28 – Recession Duration Speculation
30:48 – Tactical Plays: Gold and Bitcoin
42:26 – Recession Safety Trade Effects
45:32 – Semiconductors Turnaround
48:36 – International Investing Outlook
52:21 – India’s Post-Correction Appeal
57:40 – Brazil’s Hated Value
1:00:17 – Recap and Closing Thoughts
