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 months

Recordings per month over the last 12 months — 1 in all, peaking in May 2026 with 1.

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The Master Investor Podcast with Wilfred Frost · Memory Is A Bubble, But Nvidia Protected – Jan Van Eck On Semis Surge · 27 May 2026 podcast

So anyway, that's why I think gold reemerges as the number one currency.

It's the multi-year profit.

I could see it trading sideways here for a while because it had such a run last year.

Gold takes on different personalities at different times.

It will trade with the dollar at some points.

It'll trade with inflation concerns at other points.

But if you buy my thesis that it's a global currency, then.

then most of recent moves actually make sense, meaning last year it didn't matter that U.S.

inflation was low.

Demand was strong for gold globally as this alternative currency.

So, you know, it doesn't really matter as much what's happening in the United States.

And then it makes sense that if oil – sorry, if Gulf –

Middle Eastern Gulf countries suddenly have their source of revenue cut off and they need to have some cash to pay their bills, they're going to sell what they can.

And gold is a big, deep market.

So it made sense after the Iran conflict started for gold to sell off in my view as to what the global drivers are.

They've been around forever, Wilfred.

When we started getting into the ETF business, we drew on our strengths in global resources and gold and emerging markets.

So that was the first kind of ETS.

And back then, there weren't as many ETS as there are now.

So these would have been the first to market.

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