“I’m always looking for disruptive, transformative trends or technologies or political developments,” Jan van Eck told Barron’s in a recent interview. “History can help us identify different scenarios and outcomes.”
Having an understanding of history in finance is important enough to Jan that he teaches an annual course on market history to our summer interns. This mindset is also evident in this Barron’s interview, in which Jan discusses:
- The Federal Reserve’s (Fed’s) approach to managing inflation.
- Recent headwinds for gold and the outlook ahead.
- His bullish stance on Bitcoin and Ethereum and the maturation of crypto.
- Ethereum’s pending switch from proof of work to proof of stake.
- Opportunities in the resources transition and blockchain disruption as multiyear thematic plays.
- Keeping an eye on Chinese economic growth.
