Show notes
Jan Van Eck is the CEO of VanEck, a global asset manager with roughly $235 billion under management. In this conversation, we break down his 10-year macro framework, why India could rival Europe, and how AI is reshaping VanEck from the inside. We also discuss runaway government spending, why he says everyone should own gold and bitcoin, crypto ETFs, 24/7 trading, and AI agents managing money.=====================Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy! =====================Today's episode is sponsored by Abra. Hold bitcoin with a plan: explore bitcoin-backed borrowing for liquidity or a BTC-denominated yield strategy managed by Abra Capital Management. Learn about options, terms, and risks at https://www.abra.com/pomp. Borrowing may trigger liquidation; investment strategies may lose principal.Paid sponsorship. Not investment advice.=====================Simple Mining makes Bitcoin mining simple and accessible for everyone. We offer a premium white glove hosting service, helping you maximize the profitability of Bitcoin mining. For more information on Simple Mining or to get started mining Bitcoin, visit https://www.simplemining.io/pomp=====================0:00 - Intro0:20 - VanEck today & the 10-year macro framework2:54 - Why India will be as big as Europe4:59 - AI as a decade-long theme & projecting token demand7:05 - How VanEck uses AI internally10:42 - Government money printing & rising rates14:17 - Gold, bitcoin & the risk of a U.S. default16:50 - Can AI deflation bail out government spending?17:41 - Crypto ETFs & which altcoins survive18:48 - Tokenization & 24/7 trading 21:47 - AI agents trading & allocating money25:50 - The ETF industry 5 years from now