In this episode of Bloomberg's "At the Money" podcast, Barry Ritholtz talks with Jan van Eck, CEO of Van Eck Funds, about finding investment opportunities in overlooked asset classes. They delve into the cyclical nature of markets and stress the importance of a critical, benchmark-aware strategy for building a portfolio. Van Eck highlights the appeal of shorter-duration fixed income and points to emerging market prospects in India, especially in the fast-growing telecommunications sector. The discussion ultimately encourages investors to grasp market cycles and consider diversifying into assets that might be undervalued as a result of recent trends.
