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.

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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.

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0:00 - Intro
0:20 - VanEck today & the 10-year macro framework
2:54 - Why India will be as big as Europe
4:59 - AI as a decade-long theme & projecting token demand
7:05 - How VanEck uses AI internally
10:42 - Government money printing & rising rates
14:17 - Gold, bitcoin & the risk of a U.S. default
16:50 - Can AI deflation bail out government spending?
17:41 - Crypto ETFs & which altcoins survive
18:48 - Tokenization & 24/7 trading
21:47 - AI agents trading & allocating money
25:50 - The ETF industry 5 years from now

Bitcoin Is the Hedge Against a U.S. Default Nobody Sees Coming | Jan Van Eck

The Pomp Podcast

Bitcoin Is the Hedge Against a U.S. Default Nobody Sees Coming | Jan Van Eck