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In 2024, we had two major investment themes - extreme innovation & financial excess from the government.
We think Bitcoin will lead other asset classes in 2025.
We think stocks are going to continue to benefit from this big innovation wave that we're seeing right now.
Transcript
David Schassler - Navigating Investment Themes for 2025
Hi, my name is Dave Schassler. I'm the head of multi-asset solutions here at VanEck. We manage models. We manage broad asset allocation models, but we also offer more specific thematic models....