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US Inflation and Wage Dynamics
episode icon Panic with Friends - Howard Lindzon
Best of Panic: Jan van Eck of VanEck on Global Markets, Deglobalization, and Rising Interest Rates (EP.273)
In this re-run of Best of Panic, I had been dying to... more
Sep 28 2023 53m
US Inflation and Wage Dynamics
Chapter 1 3 mins
Introduction
Chapter 2 49 sec
Welcome Jan
Chapter 3 2 mins
Growing a mature business
Chapter 4 5 mins
History is a teacher
Chapter 5 1 min
Becoming a ‘Macro Structuralist’
Chapter 6 27 sec
Lessons from the 1970s
Chapter 7 1 min
The right way to view inflation
Chapter 8 2 mins
Bonds outperform stocks
Chapter 9 5 mins
Will the Fed pivot?
Chapter 10 2 mins
The ETF business
Chapter 11 1 min
Crypto-related ETNs
Chapter 12 23 sec
China growth & demographics
Chapter 13 1 min
Getting smarter on Brazil
Chapter 14 3 mins
Web3
Chapter 15 1 min
Thoughts on Wealthtech
Chapter 16 4 mins
What if 60/40 is wrong?
Chapter 17 18 sec
Jan argues Howard’s book
Chapter 18 1 min
People care about performance
Chapter 19 58 sec
Why Jan invested with Howard
Chapter 20 1 min
Diseconomies of scale
Chapter 21 2 mins
The future of ETFs
Chapter 22 1 min
Cherry-picking in public markets
Chapter 23 2 mins
Jan’s favorite podcasts
Chapter 24 1 min
Wrapping up
Chapter 25 1 min
Closing thoughts
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