Bitcoin Is The Only Asset That Survives What’s Coming | Jan van Eck

The Pomp Podcast

Anthony Pompliano

Business, Investing

4.6 • 2K Ratings

🗓️ 27 May 2026

⏱️ 60 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

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

Transcript

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0:00.0	Some follow the noise.
0:03.3	Bloomberg follows the money.
0:05.4	Because behind every headline is a bottom line.
0:09.3	Whether it's the funds fueling AI or crypto's trillion dollar swings,
0:13.8	there's a money side to every story.
0:16.5	And when you see the money side, you understand what others miss.
0:20.8	Get the money side of you understand what others miss.
0:22.3	Get the money side of the story.
0:25.3	Subscribe now at Bloomberg.com.
0:31.3	Attention all passengers.
0:38.0	The Uber ride for Mark and Jamal's romantic weekend will depart in four minutes from platform six.
0:44.6	Your ride comes with a rolling countryside sunset view and a table seat, ideal for playing footsie beneath.
0:47.9	Thank you for booking your tickets on Uber.
0:50.9	Trains on Uber.
0:55.5	I think it's impossible to say Bitcoin should do X, Y, or Z, right?
1:00.3	I mean, the reason I got interested in it in 2017 is it's its own thing,
1:04.3	and it's going to evolve as adoption changes.
1:08.2	Now, what has changed in the adoption story in the last two years?
1:09.4	Nothing, right?
1:11.6	Central banks haven't come on board. Corporations haven't come on board. It's basically been some financial investors through the ETFs, but not
1:17.2	many institutions. Slowly asset allocators have started to include it, but not dramatic. So why would
1:23.4	you expect some big change in the price of Bitcoin when nothing has happened? I mean, the way I look at is still the old-fashioned way. Very simplistic. I'm going to over, I like to oversimplify. What's going on, guys? Today we've got a conversation with Jan Vaneck. Jan is the CEO of Vaneck. There are a $200 billion asset manager and one of the leading ETF companies. In this conversation, we talk about Bitcoin, gold, the rise of
	...

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