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Trends with Benefits #93: Economic Updates with Milton Ezrati

February 07, 2023

Listen Time 15:35 MIN

Learn about U.S. relations with China, the probability of recession, and asset classes that provide an inflationary hedge with Host Ed Lopez and Milton Ezrati, Chief Economist at Vested.

I am joined by Milton Ezrati, Chief Economist of Vested. We review the challenges that 2022 brought, including inflation and the turn in Fed policy. We explore how the current market environment connects to historical times and how asset classes like gold and real estate may provide an inflationary hedge. Additionally, Milton weighs in on U.S. relations with China and how he believes they will evolve.


Show Notes:

02:15 2022 Recap

04:22 U.S. Relations with China

05:26 Drawing Parallels to History

08:10 The Probability of Recession

09:25 Asset Classes that Provide a Hedge

10:00 Stock Market Forecast

13:14 Long-Term Trend

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IMPORTANT DISCLOSURES

Please note that VanEck may offer investment products that invest in the asset class(es) discussed in this blog.

This is not an offer to buy or sell, or a recommendation to buy or sell any of the securities/financial instruments mentioned herein. The information presented does not involve the rendering of personalized investment, financial, legal, or tax advice. Certain statements contained herein may constitute projections, forecasts and other forward looking statements, which do not reflect actual results, are valid as of the date of this communication and subject to change without notice. Information provided by third party sources are believed to be reliable and have not been independently verified for accuracy or completeness and cannot be guaranteed. VanEck does not guarantee the accuracy of third party data. The information herein represents the opinion of the author(s), but not necessarily those of VanEck.

Hard assets investments are subject to risks associated with real estate, precious metals, natural resources and commodities and events related to these industries, foreign investments, illiquidity, credit, interest rate fluctuations, inflation, leverage, and non-diversification.

All investing is subject to risk, including the possible loss of the money you invest. As with any investment strategy, there is no guarantee that investment objectives will be met and investors may lose money. Diversification does not ensure a profit or protect against a loss in a declining market. Past performance is no guarantee of future performance.

No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission of Van Eck Associates Corporation.

© Van Eck Securities Corporation, Distributor, a wholly owned subsidiary of Van Eck Associates Corporation

Van Eck Associates Corporation
666 Third Avenue, New York, NY 10017

IMPORTANT DISCLOSURES

Please note that VanEck may offer investment products that invest in the asset class(es) discussed in this blog.

This is not an offer to buy or sell, or a recommendation to buy or sell any of the securities/financial instruments mentioned herein. The information presented does not involve the rendering of personalized investment, financial, legal, or tax advice. Certain statements contained herein may constitute projections, forecasts and other forward looking statements, which do not reflect actual results, are valid as of the date of this communication and subject to change without notice. Information provided by third party sources are believed to be reliable and have not been independently verified for accuracy or completeness and cannot be guaranteed. VanEck does not guarantee the accuracy of third party data. The information herein represents the opinion of the author(s), but not necessarily those of VanEck.

Hard assets investments are subject to risks associated with real estate, precious metals, natural resources and commodities and events related to these industries, foreign investments, illiquidity, credit, interest rate fluctuations, inflation, leverage, and non-diversification.

All investing is subject to risk, including the possible loss of the money you invest. As with any investment strategy, there is no guarantee that investment objectives will be met and investors may lose money. Diversification does not ensure a profit or protect against a loss in a declining market. Past performance is no guarantee of future performance.

No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission of Van Eck Associates Corporation.

© Van Eck Securities Corporation, Distributor, a wholly owned subsidiary of Van Eck Associates Corporation

Van Eck Associates Corporation
666 Third Avenue, New York, NY 10017