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 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

And we said, well, people like to trade oil services or people will want to trade nuclear.

Nuclear took a long time.

I think it was a year in the second or third year we were into ETFs, so something like 2007, 2008.

But it was so unpopular that even five years ago, there were less than $20 million in the ETF.

Wow.

Because the policy shift was so dramatic, I've hardly ever seen anything like it.

And it wasn't really discussed by politicians.

But in the U.S.

under Biden, basically the Biden administration got behind nuclear and also some important Democratic governors.

So it then became bipartisan in the U.S.,

And then internationally, even Japan and all these countries that had walked away from nuclear, many countries have active, besides China, obviously, have active nuclear programs.

So, yeah, that's what's led to the inflows.

And that has mainly been inflows, Wilfred, over the last couple of years.

Well, I think, you know, sometimes I say 10 year macro and my point is that sounds a little futuristic or uncertain.

I actually think some trends are further out you go are more, you can have greater conviction, greater belief.

So, for example, demographics.

You can't fight demographics.

Whatever is happening now, you pretty much know what's going to happen in 10 years with respect to shrinking populations or whatnot.

Right.

So India, when a country.

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