Trends with Benefits
Trends with Benefits
Podcast Description
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.
Podcast Insights
Content Themes
The podcast covers a wide range of topics, including finance, technology, and investing, with episodes exploring themes like private investments reshaping portfolios, the role of AI in finance, and the evolving landscape of agricultural commodities. Specific episodes tackle issues such as the future of nuclear energy investments and strategies for navigating market volatility in the upcoming years.
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.
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 debt crisis and corporate balance sheet risk
22:25 The Fed as buyer of last resort for treasuries
28:24 The private credit boom and the pension problem
39:27 The upside of deglobalization and reshoring
44:52 Trend or Fad?
Disclaimer
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