Jan van Eck is the CEO of VanEck, a $200 billion asset manager and one of the leading ETF companies in the world. In this conversation, we discuss why bitcoin is still early in its institutional adoption cycle, the looming U.S. government spending crisis and what it means for your portfolio, VanEck's long-term bet on India, and how AI is beginning to reshape investment decisions.

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0:00 - Intro
1:14 - Private credit market & where the opportunity is
4:26 - ETF industry growth & what most people miss
6:09 - VanEck's history & gold as a core asset class
9:42 - AI, commodities & the infrastructure buildout
12:34 - Bitcoin vs. gold — why BTC hasn't kept up
22:22 - VanEck's big bet on India
28:49 - Navigating today's macro environment
34:06 - U.S. government debt & the Social Security crisis
38:12 - Balancing economic data & sentiment
44:31 - Corporate AI adoption & the token cost problem
49:28 - When will AI make investment decisions?
56:33 - Jan's father's legacy & what guides VanEck today