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
1 · May OctJan 26AprJulnow

Recordings per month over the last 12 months — 1 in all, peaking in May 2026 with 1.

Appearances

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Oh, by far.
I mean, it's over, I think, 95% of assets, even though we do have an active, you know, we have active business and it's sort of specialized in gold mining resources and emerging markets.
But it's important to us.
I sit with our active portfolio managers.
It's a scale game for sure.
I think that especially in the privates area and hedge funds, active management can be a diseconomies of scale game.
What I mean by that is if you just have too much money,
You can't run an early stage venture fund or a small cap fund, right?
They are what people call capacity constrained.
You just can't manage too much money on it.
ETFs are the opposite.
They're a scale game.
So the more AUM, the more you can service a broader swath of clients.
And then we don't compete with Vanguard in the core of people's portfolios.
But for the specialty areas where we do compete, we try to have our fees be very competitive.
Wilfred, the last thing I would say, and that's the reason I do podcasts like this, and I was bearish on memory here, is that in the private area, the active side of the business where a money manager can align with investors or clients is to co-invest.
We have so many niche ETFs that we don't want to own all at the same time.
So the way we try to align with our customers is by using our research and sharing our research, what we like and what we don't like at any moment in time.
So that's why we do these quarterly outlooks.
Sometimes we're bullish about a lot of things and sometimes we're not.
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