SCOUT· 61%53m·2026-05-27·Money

Memory Is A Bubble, But Nvidia Protected – Jan Van Eck On Semis Surge

The Master Investor Podcast with Wilfred Frost · 59

Are we in an AI bubble, or are capital markets correctly funding the largest infrastructure build-out in human history? In this episode of The Master Investor Podcast, Wilfred Frost sits down with Jan van Eck, CEO and owner of global asset management giant VanEck. Managing over $225 billion in assets, Jan has spent…

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Memory Is A Bubble, But Nvidia Protected – Jan Van Eck On Semis Surge

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