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
It feels bubblicious.
And so it's not something that we're reducing our exposure in the memory space for our actively managed funds.
I mean, yeah, it seems not only do they have the manufacturing capability, but they also have the capital, right, to build these very, very expensive, you know, sort of chip manufacturing facilities.
I would guess that, you know, one of the advantages that NVIDIA has and TSMC is because they are working with broad swaths of the ecosystem, you know, kind of basically everybody,
they are seeing where the technology is going in terms of customer needs.
And so I think most people would say that TSMC will be, they'll be there in 10 years.
They'll be a survivor.
Yeah, this is going to sound very much like we're an ETF sponsor, but a diversified approach is definitely the way to go from a company perspective.
Timing-wise,
When you're in the middle of a trend like this, you'd rather buy during a pull-back rather than leap in right now.
We talked several minutes ago about the flows into SMH.
I think a lot of the assets of the fund are people that have bought many years ago and are just letting the appreciation work.
And, you know, I think that's healthy in a way, right?
That there's not a lot of quick money chasing it.
Now, there is money chasing the memory stocks and they will chase the hot dots in the ecosystem to your point before.
But I think overall, we're still overweight semiconductors in our broad portfolio models, but we're itching to take a little profits here.
2006, right.
We're 20 years into the ETFs, yeah.
Right.
Yeah.
Showing 81–100 of 382 · page 5 of 20
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