Episode Details

Bitcoin, gold, AI, and macro chaos all point to one theme: own assets built to survive change. In this condensed summary of The Pomp Podcast, Anthony Pompliano speaks with Jan van Eck, CEO of VanEck, about why Bitcoin’s long-term case depends less on short-term price action and more on time, adoption, and the slow shift from retail to institutional ownership. They also cover ETFs, central banks, and why gold is reemerging as a global currency amid deficits and government spending. Beyond crypto and precious metals, the conversation digs into private credit, BDCs, fixed income ETFs, India’s long-run growth story, and what AI is already changing inside financial firms. Van Eck sees 2026 as a key year for corporate AI, with more adaptation than job destruction so far. Get the macro outlook, investment ideas, and Bitcoin thesis from the full episode in a faster format. Listen now to get the key ideas in minutes.