Host John Gillen speaks with VanEck CEO Jan van Eck about whether the AI trade can endure after a sharp market correction. Van Eck argues that much of the speculative excess has cleared while operating growth remains solid at major technology companies, but he sees greater risks in memory-chip makers and standalone frontier labs with weaker competitive moats.
They examine why Google, Amazon, and Nvidia may be better positioned across the AI stack, as well as the threat that cheaper and open-source models pose to AI pricing. Van Eck also identifies federal deficits as a major long-term market risk and explains why he favors equities over fixed income, with allocations to real assets such as gold and Bitcoin.
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