Ep.136 Real Conversations → Jan van Eck on Global Macro Forces and the Next Investment Regime

Jan van Eck, of Van Eck ETFs, discusses the firm's history, investment philosophy, and current market trends with Keith McCullough. Jan explains his father's focus on identifying major global trends, such as investing in post-World War II Europe and Japan and famously switching to gold in 1968 due to concerns about inflation. The conversation explores gold's role as a currency alternative amid a decentralizing world and central banks' increasing gold purchases. They also discuss the divergence between gold and Bitcoin, thematic investing, and the competitive ETF landscape. Jan highlights the importance of understanding both the opportunities and risks of investments, particularly in complex products like leveraged ETFs.