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The Future Hard Asset Supercycle: Inflation, Credit & Geopolitics

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Manage episode 516278169 series 2634348
Content provided by VanEck. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by VanEck or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode of Trends with Benefits, Ed Lopez sits down with Larry McDonald, Founder of the Bear Traps Report, to discuss the current state of financial markets. Larry dives into signals pointing to potential economic turbulence, from mounting consumer credit pressures to persistent inflation. He shares insights on the growing investor shift toward hard assets amid de-dollarization and global tensions and weighs in on how demographics are reshaping asset allocation. The conversation also touches on the future of AI, energy infrastructure, and the changing dynamics of passive investing, highlighting why reading market signals is more critical than ever.

  continue reading

154 episodes

Artwork
iconShare
 
Manage episode 516278169 series 2634348
Content provided by VanEck. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by VanEck or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode of Trends with Benefits, Ed Lopez sits down with Larry McDonald, Founder of the Bear Traps Report, to discuss the current state of financial markets. Larry dives into signals pointing to potential economic turbulence, from mounting consumer credit pressures to persistent inflation. He shares insights on the growing investor shift toward hard assets amid de-dollarization and global tensions and weighs in on how demographics are reshaping asset allocation. The conversation also touches on the future of AI, energy infrastructure, and the changing dynamics of passive investing, highlighting why reading market signals is more critical than ever.

  continue reading

154 episodes

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