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.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in May 2026 with 1.
Appearances
and couldn't control their costs of production.
And investors got increasingly disappointed with those companies year after year, and the valuations, if you want to call them PE ratios, kept falling and falling.
And I think the bottom was kind of 2016 or so.
Actually, gold shares went down 90% from 2011 to 2016.
So in 2011, people thought, oh, post-financial crisis, government's throwing money at the markets, of course gold has to benefit.
And then, of course, it didn't.
Anyway, so these gold mining companies faced a lot of headwinds, and their prices really cratered.
But they've really rebuilt their balance sheets.
They're borrowing less money.
They paid a lot of that back, and they're gushing cash right now.
To me, gold is, though, a very long-term trend, because I just think that given what we were talking about several minutes ago, even if you're not as worried about US government spending as I am,
you probably will marginally put less money in U.S.
treasuries.
And so gold is just, to me, reemerging as the number one global currency.
Because if it's not the U.S., I don't think it's going to be China.
I don't think it's going to be India.
They don't even...
To a certain extent, they have capital controls themselves.
They don't want to be an international reserve currency, right?
So I think that's, you know, and they culturally would be buying a lot of gold.
Showing 201–220 of 382 · page 11 of 20
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