【対談】Jan van Eck氏と語る、プライベートクレジット、金、ビットコイン、インド、そしてETFの台頭
アンソニー・ポンプリアーノがVanEckのJan van Eck氏と対談。2000億ドルを運用する同氏が、プライベートクレジット市場の機会、金とビットコインの比較、ETF業界の成長、AIとコモディティ、そしてVanEckが大きな賭けをしているインド市場について語る。米国政府債務や社会保障危機などマクロ環境の見通しにも言及。
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