Talk Your Book: Bull Market in Real Assets

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Today’s Talk Your book is brought to you by VanEck:

click Here To learn more about VanEck and VanEck Real Assets ETF (RAAX)

On today’s show we discuss:

• Why has the post-COVID world created a structural shift in favor of real assets?
• RAAX is a one-stop shop covering commodities, gold, infrastructure, energy and other real asset segments
• Three-step portfolio construction process combining macro, fundamental and quantitative inputs
• Gold’s role as a neutral reserve asset and why central bank dedollarization is a key driver of the bull market
• Why does building and re-supporting AI infrastructure imply a decade-plus cycle of capital expenditures benefiting real assets?
• Why did VanEck decide to exclude crypto from RAAX despite the theoretical case that Bitcoin is a digital store of value?

Listen here:

https://podcasts.thecompoundnews.com/show/animalspirits/

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Important Statements from VanEck: https://www.vaneck.com/us/en/talk-your-book-vaneck-discloses-march-2026/