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 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

The second thing, it has nothing to do with the ETF industry, but my biggest concern about financial markets, as I mentioned before, is the spending by some of the governments in the developed markets.

But sticking with the ETFs, I'd worry the most about fixed income.

Well, Wilfred, as you'd guess from my 10-year macro philosophy, I love charts that are multi-decade charts.

I always say anything less than 10 years is a chart crime.

if you have the data, obviously, but if not, try to find an analogy that has a longer history.

And 30-year bonds, right, for Britain and Japan were hitting multi-decade highs last year, and that march has continued this year.

I think for slightly different reasons in each country, right, you have a little bit of political turmoil maybe at the top or less certainty maybe than we have.

So, yeah, I think that's – and government bond markets are some of the weirdest, most inefficient markets in the world from my perspective because they tend to lock into a certain mindset and really become disconnected from reality.

If you remember before the European financial crisis or whatever that was –

where Spanish and Greek bonds had lower interest rates than German bonds.

I mean, that never made any sense.

And then suddenly, boom, they became repriced dramatically.

So I guess I would say what's interesting to me and telling is that bond investors are requiring higher long-term yields for the U.K.

and for Japan.

I'm very nervous about the U.S., but timing is everything in life.

And so I do watch the 10-year, Wilfred, and I tend to worry the most about it.

But I also know that we're in this era where other people aren't worried about it.

And so we didn't break out really to kind of longer-term, multi-decade highs.

And the U.S.

10-year is still in the trading range, but it's something I really watch very closely.

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