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

Well, I think there's two ways in terms of active decision making around ETFs.

So one is, which ETFs do you own?

And if you have specialized ETFs like VanEck generally does, we have some broader ones.

But do you own semiconductors or not?

I mean, these types of

even though the tool may be passive in ETF, but the decision how to weight them and how to time those investments is very active.

And in VanEck's view, almost like the most important decision because the way we look at the world is asset allocation selection is really, really important to investors.

And

Our history, we started the first gold fund in the United States, and we think gold is a very powerful diversifier in your portfolio at various points in time.

I'm not as always gung-ho as my father was, so that's an active decision.

Then the second piece is, does it make sense to have an actively managed ETF?

And I think that's bigger in the United States now than it is in Europe.

But we do have selected actively managed ETFs.

I'll give you two examples of flavors.

One is a stock picking or investment picking that targets, I'll call it the crypto industry or digital assets.

We launched an Ethereum ETF and I sort of started talking to clients.

I realized no one had any idea what Ethereum was and why it would perform or what the risks were.

And, you know, our job as a money manager is to try to describe opportunities, but also risks.

So I said, okay, let's pivot and offer an actively managed fund in that area so that you don't have to follow the vagaries of Ethereum or a particular Bitcoin miner or another payments fintech like Revolut.

Let us follow the industry and shift things around actively.

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