Jan van Eck
speaker
382 appearances
1 recordings
1 series
first heard May 2026
last heard 27 May
Jan van Eck’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in May 2026 with 1.
Appearances
Well, what I would say within the AI ecosystem, Wilfred, there are bubbles, to use a word, that probably don't like that much, right?
I do think that the memory specific pocket is a moment in time.
You know, one hates to
to call a top when something was like this.
But I personally am wary about the memory stocks because in the medium or long term, they don't have quite the competitive moat I believe that Nvidia does.
I think we're in what we call a crypto winter, and I don't think it's coming back.
Like, I just don't think a lot of those projects and softwares will be at all interesting or alive in five or ten years from now.
So the concept of blockchain and stable coins are definitely there and Bitcoin is there.
But a lot of other parts of the ecosystem are just, to me, going away.
It's such a big company, SpaceX, that we're glad as ETF sponsors to have it in the public markets.
As you said, the amount of money here is
absolutely staggering.
It's just staggering.
You're talking about cumulatively hundreds of billions of dollars.
It's just the waves of liquidity that are going to be sloshing through the economy, I think will, you know, they'll be positive short term for economic growth.
And I think they will be absorbed.
That's really hard to do on a compounding basis.
You should retire right now.
Oh, a lot is price performance.
I mean, I can't imagine that more than 10% or 20% in the last 12 months has been inflows.
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