In this special episode of Facts vs. Feelings, recorded live at Excell 2025 in Phoenix, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, sit down with Jan van Eck, CEO of VanEck, to discuss gold, crypto, ETFs, and the future of investing. From the history of the first U.S. gold fund to today’s innovations in blockchain, stablecoins, and nuclear energy, Jan shares unique insights into how markets are evolving.

Key Takeaways

• Gold & Bitcoin: Gold remains a global safe haven, while Bitcoin is increasingly seen as “digital gold,” according to Jan.
• Stablecoins: Potentially revolutionary for payments, creating new competition between banks and tech companies.
• Macro Trends: The rise of India could reshape global markets, while China’s equity returns remain lackluster.
• Energy & AI: Nuclear energy is regaining bipartisan support as demand for power surges, particularly from AI growth.

Connect with Ryan:

• LinkedIn: Ryan Detrick

• X: @ryandetrick

Connect with Sonu:

• LinkedIn: Sonu Varghese

• X: @sonusvarghese

Connect with Jan van Eck:

• LinkedIn: Jan van Eck

• X: @JanvanEck3

Questions about the show? We’d love to hear from you! factsvsfeelings@carsongroup.com

Disclosure: Jan van Eck is not affiliated with CWM, LLC. Opinions expressed by our guests may not be representative of CWM, LLC.

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