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Speak Your Book: The Bull Market in Real Estate

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

Click here to learn more about VanEck and the VanEck Real Assets ETF (RAAX)

On today’s show, we discuss:

  • Why the post-COVID world has created a structural shift in favor of real assets
  • RAAX as a one-stop shop covering commodities, gold, infrastructure, energy, and other real estate sectors.
  • A three-step portfolio construction process that includes capital, fundamental, and value inputs
  • The role of gold as a neutral reserve asset and why central bank dollar issuance has been the main driver of the bull market
  • Why AI infrastructure build-out and renewables point to a 10-year capex cycle that benefits real assets
  • Why VanEck finally decided to withdraw crypto from RAAX despite the case of Bitcoin as a digital store of value

Listen here:

Charts:

Speak Your Book: The Bull Market in Real Estate

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