Talk Your Book: The 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 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 asset segments
• The three-step portfolio construction process combining macro, fundamental, and quantitative inputs
• The role gold plays as a neutral reserve asset and why central bank de-dollarization has been a key driver of the bull market
• Why AI infrastructure buildout and reshoring point to a decade-plus capex cycle that benefits real assets
• Why VanEck ultimately decided to exclude crypto from RAAX despite the theoretical case for Bitcoin as a digital store of value

Listen here:

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

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