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

Does that amount of pro-business reforms, as India has done under Modi, and continues to do it, even though it doesn't make headlines in the United States at least, like last year, bankruptcy law, labor law, a whole bunch of different deregulatory pro-business reforms took place.

There's just no country that does all these pro-business reforms regardless that doesn't grow at a higher rate.

And projections are that India will be the size of continental Europe in 10 years.

So that's sort of projection number one.

Importantly for investors is can you make money out of that?

GDP growth doesn't necessarily translate into profit growth or stock market returns.

It just so happens that India also, several decades ago, pivoted to a more pro-equity culture when Infosys and some of their early tech companies went public and there was a lot of wealth created.

And there seems to just be a social consensus that it's OK to be rich, even very rich, in India.

So anyway, so that I combine those two things.

And sorry, that's my pounding the table long term, you know, kind of macro view.

Yeah.

So if I asked you who had the largest number of equity research analysts in the financial services sector, you probably would not come up with the name Morningstar.

But that is, in fact, the case.

I think they're not necessarily good at marketing that fact.

But they built that out, and their equity research approach is what you're talking about, which is the premise is that markets are very competitive.

It's very hard for one company to have above normal profits over a longer period of time unless they're lucky enough to have some kind of competitive moat, and that could include

Technology, it could be economies of scale or whatever, but their approach is to reduce the universe of all companies to those that they think have a competitive moat, which is a very small percent of the universe.

I would guess 5%-ish.

Actually, I should know that, but ballpark, it's around there.

And then they use a valuation formula because they project forward earnings and they say, well, we'll put in this ETF the stocks that are the cheapest amongst those with the competitive moat.

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