David Schassler
Head of Multi-Asset Solutions at VanEck and manager of the VanEck Real Assets ETF, presenting expertise on real assets, gold, commodities, and macro drivers behind asset allocation.
Top 3 podcasts with David Schassler
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Mar 2, 2026 • 31min
Talk Your Book: The Bull Market in Real Assets
David Schassler, Head of Multi-Asset Solutions at VanEck and manager of the VanEck Real Assets ETF, brings expertise on real assets, gold, commodities, and macro drivers. He discusses why real assets are timely, how AI and infrastructure needs boost demand for energy and materials, the role of gold versus silver, and how VanEck constructs a diversified real-asset portfolio.
Jan 3, 2026 • 32min
Mamdani Begins Term by Wiping Out 15 Months of Adams’ Orders
David Schassler, Head of Multi-Asset Solutions at VanEck Funds, dives deep into investment strategies, highlighting the implications of AI adoption and infrastructure development. He discusses the transition to phase two of AI, where profit paths may become more challenging. Schassler emphasizes the importance of real assets and infrastructure investments, as well as a necessary gold allocation for stability. With a bold forecast, he predicts gold could hit $5,000 in the coming years amid economic shifts.
Dec 9, 2025 • 30min
SpaceX Said to Pursue 2026 IPO Raising Far Above $30 Billion
David Schassler, Head of Multi-Asset Solutions at VanEck Funds, and Joyce Huang, Senior Client Portfolio Manager at American Century Investments, discuss SpaceX's ambitious IPO plans targeting a staggering $30 billion and a valuation of $1.5 trillion. They explore how Starlink's growth reinforces this valuation and delve into macroeconomic themes affecting markets, including AI adoption and Fed policy. Schassler provides insights on tech positioning, while Huang highlights investor flows and implications for fixed income, making for a compelling financial discussion.
