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

So that's like an active stock selection ETF.

And then we actually have an actively managed ETF

asset allocation ETF for your real assets or commodities exposure in your portfolio.

So if you don't want to choose between gold and oil or between oil and oil stocks, then we have that type of actively managed ETF.

And what are the tickets for each of those two?

Node, N-O-D-E, is the stock picking digital assets ETF.

And my colleague, Matt Siegel, is very active on Twitter.

If you want to spend some time reading his daily comments on stocks in his universe.

And then Rax, R-A-A-X, is the real assets allocation ETF.

Wow.

You know, we probably don't have time to talk about all the market structure impacts, but I would say, let me tell you two areas that I'm particularly worried about, and it's more in the fixed income area.

Number one, just illiquidity of fixed income, right?

If we have a bond ETF, only 5% or 10% of those bonds in that portfolio will trade on any given day.

So that means that there has to be people behind the scenes, brokers, making markets in those bonds.

And during market crises, people tend to reduce their risk.

And therefore, those bond ETFs can trade less efficiently.

Some might say more accurately.

I would probably say more accurately.

But still, they will trade at wider spreads, meaning more expensive to buy and sell.

and they'll probably fall in price.

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