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

And, you know, it's a very small amount that is initially going to list, you know, 3% to 4%.

Usually, if a company has that small amount of shares being traded, it won't be eligible for inclusion.

So they really have to drip this out over time.

And as you said, the amount of money here is absolutely staggering.

It's just staggering.

staggering.

You're talking about cumulatively hundreds of billions of dollars.

And I mean, how much did we raise in tariff revenue last year?

300 billion.

So it's sort of like this

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.

You know, one of the arguments about why aren't more companies going public is the fact that

that active money managers like we can in our active funds can buy IPOs, ETFs can't buy IPOs.

I mean, I don't really buy that argument, but that's a legit argument that we have fewer IPOs because they can't be included in these indices.

And I think it's good to re-examine all assumptions when you have a large cap, well-seasoned company like this.

I mean, this isn't some startup with no revenue that's trading at a trillion dollars, Wilfred, right?

This is a very well-established company that's entering these indices.

ask the big questions, right?

Take the macro, big picture view.

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