Trends with Benefits

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 and Global Market Drivers
16:57 US Political Risks and Domestic Instability
17:53 India's Growth and Investment Potential
24:20 Gold as a Strategic Asset and Trade
29:33 Private Markets and Current Valuations, Access and Risks
35:23 Private Equity and IPO Strategies
40:46 Market Mispricing and Geopolitical Risks
44:14 Long-term Trends and AI Innovation
47:59 Trend or Fad

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 on Gold Mining
32:38 Leveraging Technology for Efficiency
42:05 Trend or Fad?

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 Integrating Estate and Tax Planning
27:17 The Future of Tax Policy
31:46 Investment Trends and Insights
34:24 Trend or Fad?