<p>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&#39;s long-term bet on India, and how AI is beginning to reshape investment decisions.</p><p>=========================</p><p>Uphold is the easiest way to buy and sell crypto unlike any other platform allowing you to trade in just one step between any supported asset. Check them out at <a href="https://www.uphold.com/pomp/" target="_blank">https://www.uphold.com/pomp/ </a>This video includes a paid sponsorship with Uphold. I’m compensated by Uphold for promoting its products and services and may receive commissions from referrals. Terms apply. Not available in all jurisdictions. Digital assets are risky and may result in the total loss of your capital.</p><p>=========================</p><p>Arch Public is an agentic trading platform that automates the buying and selling of your preferred crypto strategies. Sign up today at <a href="https://www.archpublic.com" target="_blank" rel="noopener noreferer">https://www.archpublic.com</a> and start your automated trading strategy for free. No catch. No hidden fees. Just smarter trading.</p><p>=========================</p><ul><li>0:00 - Intro</li><li>1:14 - Private credit market &amp; where the opportunity is</li><li>4:26 - ETF industry growth &amp; what most people miss</li><li>6:09 - VanEck&#39;s history &amp; gold as a core asset class</li><li>9:42 - AI, commodities &amp; the infrastructure buildout</li><li>12:34 - Bitcoin vs. gold — why BTC hasn&#39;t kept up</li><li>22:22 - VanEck&#39;s big bet on India</li><li>28:49 - Navigating today&#39;s macro environment</li><li>34:06 - U.S. government debt &amp; the Social Security crisis</li><li>38:12 - Balancing economic data &amp; sentiment </li><li>44:31 - Corporate AI adoption &amp; the token cost problem</li><li>49:28 - When will AI make investment decisions?</li><li>56:33 - Jan&#39;s father&#39;s legacy &amp; what guides VanEck today</li></ul>