Eric Fine

Vinny Lingham, a serial entrepreneur and co-founder of Xash, and Eric Fine, a portfolio manager at VanEck, dive into the intriguing dynamics between gold and Bitcoin. Vinny discusses gold's liquidity and central-bank adoption, arguing it remains superior as a reserve asset, while introducing his innovative gold-backed stablecoin, USDX. Eric reveals bold projections for gold prices if it were to back the money supply, emphasizing geopolitical factors and market fragility. Their conversation paints a complex picture of today's financial landscape.

Eric Fine, EM debt strategist at VanEck, talks emerging market carry and regional winners and losers. Meredith Whitney, banking analyst and CEO, covers consumer finance, bank leadership and mortgage tech. Dr. Lindsay Newman, geopolitical risk expert, analyzes Iran’s tightening of the Strait, military off-ramps, allied hesitancy and escalation dynamics. Multiple short, sharp conversations on markets, banking and geopolitics.

Eric Fine, Head of Active Emerging Market Debt at VanEck, shares his 25-year journey navigating the complex world of emerging markets. He discusses how EMs have grown more resilient against shocks compared to developed markets facing increased volatility. Fine elaborates on fiscal dominance, the evolution of local-currency markets, and the implications of rising CNY usage in global reserves. He also warns about overcrowded trades in frontier markets, explores the interplay of gold purchases and currency effects, and predicts a shared future for the dollar's reserve status.

Eric Fine, an emerging markets bond portfolio manager at VanEck, explains why EM bonds currently yield about double developed markets with lower volatility. He discusses Middle East shocks creating winners among oil exporters. He covers currency diversification, the dollar sharing reserve status, and a blended local vs dollar EM bond approach.

Eric Fine, portfolio manager and head of active emerging market debt at VanEck, explains why some emerging-market bonds may now offer stability compared with U.S. debt. He discusses fiscal dominance, which markets now look safer, and how commodity exporters and Gulf issuers fit into portfolios. The conversation highlights using EM bonds as a hedge against U.S. volatility and energy-driven inflation.