Jan van Eck
The Visionary
The future, and what is barely possible, reads round the next corner.
Jan van Eck reads as The Visionary because he positions capital by reading geopolitical and technological tides before consensus forms around them. His sustained conviction on India and his skepticism toward received benchmarks share a common logic: see the structural story early, then build toward it rather than wait for validation.
“So I learned a lot. I did my Bitcoin learning in 2017. So I learned a lot from Patrick O'Shaughnessy. I learned a lot from Pomp and this Australian guy, Stefan Lavera. But I would say the podcast episode of podcasting career was when Scott Galloway predicted the takeover of Whole Foods by Amazon on Kara Swish's podcast.”
“I think you can look through. I think the markets have looked through the coronavirus. So what I like to say is, I wouldn't say we live in China's world, but we are in the same life raft together. And to answer your question, if China's economy goes through a super hard landing, every aspect of our financial markets will get affected.”
“I think my background is more of a business person who works at an asset manager rather than a portfolio manager. And like a lot of car engineers run car companies or used to, that mindset really matters. So ETFs were clearly there and they were growing.”
“It was the Senate campaign, and it was a losing Senate campaign. But I learned a lot. And most importantly, I met some entrepreneurs in Silicon Valley who I just love the attitude of I try something. It doesn't work. I try something else. It went public. I'm doing all these different things.”
Masters in Business: “Team Favorite At the Money: Hot & Cold Investments”
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