Trends with Benefits

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 Market Concerns
30:46 Globalization, Inflation, and Economic Outlook
35:55 Interest Rates and Economic Outlook
36:38 Consumer Spending and Recession Risks
39:43 Job Losses and AI Impact
44:01 Policymaking in the Age of AI
50:15 Trend or Fad?

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 on AI
08:40 Ed Lopez sits on Women in ETFs panel
15:15 Ed's EDGE Takeaways

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.