Episode Details

***This webcast originally aired live on Hedgeye.com on February 3rd, 2026***

Hedgeye Founder and CEO Keith McCullough sits down 1-on-1 with Jan van Eck, CEO of global asset manager VanEck, for a new Real Conversation focused on macro regime shifts, market risks, and the long-term forces reshaping global finance.

Van Eck explains why VanEck’s investment framework begins with global macro drivers — including geopolitics, monetary policy, inflation risk, and technological change — rather than short-term narratives or stock-specific views. Drawing on historical precedent, he discusses how markets often misprice regime change and underestimate the magnitude and duration of policy-driven outcomes.

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