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Jan van Eck

Chief Executive Officer, Van Eck Associates Corporation (VanEck)

Search every verified Jan van Eck interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Jan van Eck, CEO of VanEck, discussed market conditions and investment outlooks in a series of recent appearances. In an October 2026 interview, he noted that rising interest rates, particularly the 10-year Treasury yield, are putting pressure on stock portfolios by making bond yields more competitive with expected equity returns. He also commented on the AI trade, contrasting Nvidia favorably with memory chip companies and suggesting that the AI 2.0 trade, which includes supporting businesses like independent power producers, may have seen its worst fears priced in. Van Eck expressed cautious optimism about buying bonds at higher yields, describing himself as a "fund bear" while acknowledging difficulty in timing markets. In a separate appearance, van Eck addressed gold's performance, stating that it is not driven by U.S. inflation but rather by global demand, particularly from Asia, and cited the war in the Middle East as a negative factor for Asian growth and gold demand. He also critiqued Treasury Secretary Scott Bessent's claim that $5,000 checks to Americans would not affect the deficit, calling it a "flat out silly statement" and asserting that such actions would add to the deficit. Van Eck further noted that U.S. economic concentration in tech and wealthy consumers poses risks, and he mentioned that Nvidia's forward earnings are drifting lower, suggesting the AI trade may be gradually cooling.

Recent appearances

Verified interview transcripts

Notable quotes

“The big picture trend looks the same. There is a lot of discipline in the public markets. There's less discipline in the private markets, and that will continue to change but there's nothing so systemic that happened in Q3 that would lead me to say this thing this trend is over and it's very important to portfolio construction if you're going to say I'm going to underweight equities because I'm worried about tech or ”

“The one thing that happened in the third quarter just before I start sharing slides is obvious, not obviously, but to me the rise in interest rates, especially the 10-year, and that to me is squeezing the rest of client portfolios because now yields are getting to be relatively attractive, especially you know like high yield munis and things like that are in the high single digits, that's competing with annualized eq”

“I tell people the gold is not driven by US inflation. We're not a US. It doesn't dominate the world anymore. We're a global world, and global growth in Asia drives a lot of demand for gold. And this war is really bad for Asian growth, right? India in particular. So that's why it's not surprising that it's sort of struggling a little bit here.”

“I'm one of the biggest fund bears. I talk about it all the time. But we know that timing in the markets is super hard. And so the what I've been asking people at this conference is, when do you buy the ten year at 5%, five and a half, 6% at some point. And when people are so negative about bonds. Yeah. The contrarian in me makes me want to go buy bonds. So, uh, you know, that's I'm a little bit more neutral. And I th”

“I think of Google and Amazon from that perspective. They have the... This is all about the American consumer, right? So, do these companies own the American consumer or have a big market share? Absolutely, right? Google, Amazon, Meta does as well, right? Then, are they vulnerable or do they own basically the compute that they need to provide those services to those customers in the sustainable manner? Then, do they h”

“I think a lot of the froth is already out of the market. Over the course of July, you had semis being down 20% and some of the more marginal players down even more. Some of the Bitcoin miners that are transitioning to compute companies got hit a lot more.”

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