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

Yeah.

I mean, listen, I think the VanEck investment philosophy is to try to take a big picture macro view.

I call it 10-year macro.

And what I mean by that is in 10 years looking back in 2036, we were going to look back and say, what are the very biggest themes affecting the world and therefore financial markets?

And that hopefully filters out a lot of noise.

But I think

What we're left with is three things at least, AI, the rise of India, and then the overborrowing by the U.S., your country, the U.K., and Japan leading the way, I would say.

So, yeah, from the AI perspective, it's pretty simple.

We have demand for compute up here for this wonderfully efficient new technology and supply here.

And so everything is at the semiconductors at the heart of that, obviously.

I drill down a little bit further towards NVIDIA.

So one of the reasons our ETF has outperformed other semi-ETFs is that it only focuses on the top 25 stocks, and it allows the largest holding to rise to 20%.

So it's really been riding the NVIDIA train, if you will.

And NVIDIA itself is a whole separate podcast, right, of the incredible performance of

So are we comfortable, I ask myself, with semiconductors today in NVIDIA?

And I am.

One never knows if a company can lose its competitive moats.

But I think NVIDIA will definitely be one of the leaders 10 years from now.

partially because it's the kind of mainframe of AI, if you will, not just a single chip manufacturer, GPU manufacturer like it used to be, which was not only cyclical, but also highly competitive.

And so, you know, I think NVIDIA with its software and its cost,

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