Media Summary: Are we in an AI bubble, or are capital markets correctly funding the largest infrastructure build-out in human history? In this ... We're witnessing the most profound shift in global finance since the 1970s, and In this episode of Excess Returns, we sit down with
Real Conversations Jan Van Eck - Detailed Analysis & Overview
Are we in an AI bubble, or are capital markets correctly funding the largest infrastructure build-out in human history? In this ... We're witnessing the most profound shift in global finance since the 1970s, and In this episode of Excess Returns, we sit down with In this keynote fireside chat at SCBC 2026, Arjun Sethi (Co-CEO, Kraken) joins Hear what underappreciated theme CEO Jan van Eck is watching in his 2026 .