I sat down with @JanvanEck3 to discuss on private credit, gold, bitcoin, India, and the rise of ETFs. Jan manages $200 billion in assets and he did not hold back on explaining where he sees opportunity in the market for investors. YouTube: https://www.youtube.com/watch?v=hBEQhSxQYtI&t=1s Spotify: https://open.spotify.com/episode/1h68TDK533Okgsztt3BTeH?si=eVGa-R2XRKeoEwIFK-JWZQ Apple: https://podcasts.apple.com/us/podcast/bitcoin-is-the-only-asset-that-survives-whats-coming/id1434060078?i=1000769890954 TIMESTAMPS: 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(Anthony Pompliano 🌪)