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.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in May 2026 with 1.
Appearances
advantages that it has, not only in the scale of production, but also because it produces more efficient chips per dollar of electricity or pound than I think.
And with forward earnings only kind of in the low 20s.
So
All of those things, even though NVIDIA hasn't been the hottest stock in SMH, our semiconductor ETF over the last nine months, I think it's a very solid piece of your portfolio.
Sorry for the long answer.
Absolutely.
I mean, the methodology of our ETF, and some of it was thought and some of it was luck, Wilfred, but when you only pick the top 25 names, what's ended up happening, at least in this era of investing, I'll call it the last decade,
15 or 20 years is that large caps have really led the way.
So by only having 25, there were probably, well, there definitely are well over 100 semiconductor companies.
By filtering out the bottom ones that were in more competitive spaces, you eliminated that drag, if you will.
Now, that's not always true for all periods of time in investing.
But over this period of time, it's really leveraged into these bigger winners.
Well, I doubt the – I mean, we've just had historic performance in the month of May.
So I doubt that's going to continue.
But I don't think – see, again, this is where I get to this kind of super macro view.
If demand is up here and supply is here, then we're not in an –
irrationally priced market.
Because the capital markets are telling entrepreneurs, you know, come here, we need your capital, right?
We are valuing your capital because we need to build out AI compute centers.
And that's just not surprising.
Showing 41–60 of 382 · page 3 of 20
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