Jan van Eck
The Visionary
The future, and what is barely possible, reads round the next corner.
Jan van Eck reads as The Visionary because he positions capital by reading geopolitical and technological tides before consensus forms around them. His sustained conviction on India and his skepticism toward received benchmarks share a common logic: see the structural story early, then build toward it rather than wait for validation. He does not triangulate to the centre of market opinion but away from it, imagining where value will live next.
“Markets, financial markets live within a broader world of political trends, economic trends, and technology. The game of investing is really an art more than a science.”
“I'm going to be the radical skeptic. You better be very benchmark aware, know where the market is saying there is value and take it at face value.”
“India is by far the best macro story. Those two companies in India are serving eight hundred million customers and they are now the internet play in India.”
Masters in Business: “Team Favorite At the Money: Hot & Cold Investments”
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