Joe Weisenthal

For years, investors basically forgot about real assets, energy, gold, and infrastructure.

But look what's driving markets now.

Central banks loading up on gold, massive CapEx cycles, currencies doing weird things.

These assets are at the center of it.

RACS, the VanEck Real Asset ETF, is an actively managed one-stop shop for real assets spanning gold, commodities, natural resource equities, and more.

Go to VanEck.com slash R-A-A-X pod to learn more.

Fun disclosures later in this episode.

And I'm Joe Weisenthal.

I'm sure.

Where are you going with this?

Isn't it depressing how if you make a Simpsons reference to like someone younger in the office, they look at you with a blank stare.

It's really depressing.

I just don't do it anymore because it's so depressing.

But I actually.

You know, we're the same generation, so we can do it.

Our listeners might not get it.

That was a great intro.

Oh, thank you.

And of course, right.

So we know and obviously over the years on Odd Lots, we've talked a lot about industrialization, deindustrialization, reindustrialization.