Welcome to Trends with Benefits, the podcast that gives you an insider's edge into finance, tech, and investing. Hosted by Ed Lopez, VanEck's Head of Product Management.
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Explore the case for hard assets over paper, the pension system's growing private credit exposure, and why deglobalization may reshape financial markets for a generation, with Macro Mavens founder Steph Pomboy. 00:00 Introduction 03:04 AI, leverage, and the dot-com parallel 05:54 The competition for capital in 2026 08:48 The $15 trillion capital problem nobody is talking about 09:51 The triple B…
Explore the growing divide between top and bottom earners, the wealth effect driving consumer spending, inflation's staying power, and what AI may mean for jobs and the economy, with Moody's Analytics Chief Economist Mark Zandi. 00:00 Introduction 02:01 Divergence Between Economy and Markets 12:03 Consumer Spending Dynamics 18:04 Wealth Effect and Its Implications 23:56 Equity Valuations and…
From the Wealth Management Edge conference floor: VanEck's Head of Product Management Ed Lopez explores what advisors are asking about, from AI and AEO to private markets, real assets, and the three macro themes shaping portfolios. 00:00 Conference Overview and Key Themes 02:04 EDGE Conference evolution 05:28 Christian Munafo's session on private markets 07:20 AEO: Making your business searchable…
Explore why the S&P may be mispricing geopolitical risk, the case for India, the dollar's decline, and gold as a trade (not a strategy), with Mercer Advisors CIO Don Calcagni. 00:00 Introduction and Guest Background 01:57 Changes in Asset Allocation and Private Markets 04:01 US and International Equity Diversification 07:11 Market Concentration and Diversification Benefits 11:14 Geopolitical Risks…
AI is creating 'zombie companies' and the next wave of winners may never go public. VanEck's Head of Private Growth Strategies Christian Munafo reveals how to find them, why IPOs are still stalled, and what the SpaceX listing could unlock.
Explore the origin story of VanEck's first ETF, the bullish case for gold, and where the ETF industry may be headed next, with VanEck CEO Jan van Eck and COO Adam Phillips.
Explore the dynamics of the gold market, supply constraints, technological innovations, gold as a currency, and technology in mining efficiency , with Agnico Eagle Mines CEO Ammar Al-Joundi. 00:00 Introduction 03:30 Drivers of Gold Prices 14:38 Challenges to Gold's Bullish Outlook 17:24 Supply Constraints in Gold Mining 21:33 Advantages of Operating in Developed Markets 25:56 Investor Perspectives…
Explore the biggest tax planning changes of 2026, the One Big Beautiful Act, Roth conversion pitfalls, and how AI is reshaping wealth management, with Wealth.com Senior Tax Strategist Shane Ball. 00:00 Introduction 08:28 The Role of Technology in Tax Planning 17:08 Common Tax Mistakes and Best Practices 17:56 Navigating State and Federal Tax Provisions 18:28 Understanding Roth Conversions 25:09…
Explore how AI is transforming industrial automation, machine learning, autonomous manufacturing, and the key workforce skills required, with Rockwell Automation VP Jordan Reynolds. 00:00 Introduction 02:18 Rockwell Automation's Role in Industrial AI 06:03 Adaptable Learning: The Next Inflection Point of Automation 16:39 The Rise of Learning and Adaptation in Automation 29:49 Jobs and Skills in…
Explore U.S. fiscal uncertainty, tariff shifts, Fed changes, and why stronger emerging market fundamentals may offer diversification despite tighter spreads.
