Trends with Benefits

Hosted by VanEck

Business Investing NewsInterviews guests

Website RSS feed LinkedIn YouTube

Episodes

170

Latest episode

Aug 2026

Language

About the show

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.

Listen to episodes

60 recent

August 18, 2026Episode 15947 min

Steph Pomboy: AI Debt Binge, Credit Cracks, & Gold

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?

August 4, 2026Episode 15854 min

Mark Zandi: Stock Wealth Fuels Growth, But at What Risk?

Explore the growing divide between top and bottom earners, the wealth effect driving consumer spending, inflation's staying power, and what AI may mean for jobs and the economy, with Moody's Analytics Chief Economist Mark Zandi. 00:00 Introduction 02:01 Divergence Between Economy and Markets 12:03 Consumer Spending Dynamics 18:04 Wealth Effect and Its Implications 23:56 Equity Valuations and Market Concerns 30:46 Globalization, Inflation, and Economic Outlook 35:55 Interest Rates and Economic Outlook 36:38 Consumer Spending and Recession Risks 39:43 Job Losses and AI Impact 44:01 Policymaking in the Age of AI 50:15 Trend or Fad?

July 21, 2026Episode 15717 min

Ed Lopez Recaps Wealth Management EDGE

From the Wealth Management Edge conference floor: VanEck's Head of Product Management Ed Lopez explores what advisors are asking about, from AI and AEO to private markets, real assets, and the three macro themes shaping portfolios. 00:00 Conference Overview and Key Themes 02:04 EDGE Conference evolution 05:28 Christian Munafo's session on private markets 07:20 AEO: Making your business searchable on AI 08:40 Ed Lopez sits on Women in ETFs panel 15:15 Ed's EDGE Takeaways

July 7, 2026Episode 15649 min

A CIO's Take on Geopolitics, the Dollar, and the Case for Going Global

Explore why the S&P may be mispricing geopolitical risk, the case for India, the dollar's decline, and gold as a trade (not a strategy), with Mercer Advisors CIO Don Calcagni. 00:00 Introduction and Guest Background 01:57 Changes in Asset Allocation and Private Markets 04:01 US and International Equity Diversification 07:11 Market Concentration and Diversification Benefits 11:14 Geopolitical Risks and Global Market Drivers 16:57 US Political Risks and Domestic Instability 17:53 India's Growth and Investment Potential 24:20 Gold as a Strategic Asset and Trade 29:33 Private Markets and Current Valuations, Access and Risks 35:23 Private Equity and IPO Strategies 40:46 Market Mispricing and Geopolitical Risks 44:14 Long-term Trends and AI Innovation 47:59 Trend or Fad

June 9, 2026Episode 15553 min

Space, AI, and Private Equity Trends

AI is creating 'zombie companies' and the next wave of winners may never go public. VanEck's Head of Private Growth Strategies Christian Munafo reveals how to find them, why IPOs are still stalled, and what the SpaceX listing could unlock.

May 26, 2026Episode 15443 min

20 Years of GDX: How VanEck Changed the ETF Industry

Explore the origin story of VanEck's first ETF, the bullish case for gold, and where the ETF industry may be headed next, with VanEck CEO Jan van Eck and COO Adam Phillips.

May 12, 2026Episode 15347 min

This Mining CEO Is Not a Gold Bug. But He Is Bullish.

Explore the dynamics of the gold market, supply constraints, technological innovations, gold as a currency, and technology in mining efficiency , with Agnico Eagle Mines CEO Ammar Al-Joundi. 00:00 Introduction 03:30 Drivers of Gold Prices 14:38 Challenges to Gold's Bullish Outlook 17:24 Supply Constraints in Gold Mining 21:33 Advantages of Operating in Developed Markets 25:56 Investor Perspectives on Gold Mining 32:38 Leveraging Technology for Efficiency 42:05 Trend or Fad?

April 28, 2026Episode 15238 min

The Tax Changes Nobody Is Talking About

Explore the biggest tax planning changes of 2026, the One Big Beautiful Act, Roth conversion pitfalls, and how AI is reshaping wealth management, with Wealth.com Senior Tax Strategist Shane Ball. 00:00 Introduction 08:28 The Role of Technology in Tax Planning 17:08 Common Tax Mistakes and Best Practices 17:56 Navigating State and Federal Tax Provisions 18:28 Understanding Roth Conversions 25:09 Integrating Estate and Tax Planning 27:17 The Future of Tax Policy 31:46 Investment Trends and Insights 34:24 Trend or Fad?

April 13, 202650 min

How AI is Shaping Next-Gen Manufacturing

Explore how AI is transforming industrial automation, machine learning, autonomous manufacturing, and the key workforce skills required, with Rockwell Automation VP Jordan Reynolds. 00:00 Introduction 02:18 Rockwell Automation's Role in Industrial AI 06:03 Adaptable Learning: The Next Inflection Point of Automation 16:39 The Rise of Learning and Adaptation in Automation 29:49 Jobs and Skills in the Age of AI 31:16 The Human Role in Autonomous Manufacturing 35:47 AI's Impact on Supply Chains and Scarcity 44:23 Trend or Fad?

March 10, 202619 min

EM Debt Strengthens Amid U.S. Fiscal Uncertainty

Explore U.S. fiscal uncertainty, tariff shifts, Fed changes, and why stronger emerging market fundamentals may offer diversification despite tighter spreads.