Talking Gold, Crypto, and More With Jan van Eck (Ep. 155) Artwork

Facts vs Feelings with Ryan Detrick & Sonu Varghese

This podcast takes a deep dive into the market-moving events to cut through the noise and help you identify what really matters. Facts vs Feelings is hosted by Chief Market Strategist, Ryan Detrick and VP, Global Macro Strategist, Sonu Varghese, and is a product of the Carson Investment Research Team.

The information included herein is for informational purposes and is intended for use by advisors only, and should not be copied, reproduced, or re-distributed without the consent of CWM, LLC. Carson Partners offers investment advisory services through CWM, LLC, an SEC Registered Investment Advisor. Carson Coaching and CWM, LLC are separate but affiliated companies and wholly-owned subsidiaries of Carson Group Holdings, LLC. Carson Coaching does not provide advisory services.

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Facts vs Feelings with Ryan Detrick & Sonu Varghese

Talking Gold, Crypto, and More With Jan van Eck (Ep. 155)

October 01, 2025 • Carson Investment Research • Episode 155

In this special episode of Facts vs. Feelings, recorded live at Excell 2025 in Phoenix, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, sit down with Jan van Eck, CEO of VanEck, to discuss gold, crypto, ETFs, and the future of investing. From the history of the first U.S. gold fund to today’s innovations in blockchain, stablecoins, and nuclear energy, Jan shares unique insights into how markets are evolving.

Key Takeaways

Gold & Bitcoin: Gold remains a global safe haven, while Bitcoin is increasingly seen as “digital gold,” according to Jan.
Stablecoins: Potentially revolutionary for payments, creating new competition between banks and tech companies.
Macro Trends: The rise of India could reshape global markets, while China’s equity returns remain lackluster.
Energy & AI: Nuclear energy is regaining bipartisan support as demand for power surges, particularly from AI growth.

Connect with Ryan:

• LinkedIn: Ryan Detrick

• X: @ryandetrick

Connect with Sonu:

• LinkedIn: Sonu Varghese

• X: @sonusvarghese

Connect with Jan van Eck:

• LinkedIn: Jan van Eck

• X: @JanvanEck3

Questions about the show? We’d love to hear from you! factsvsfeelings@carsongroup.com

Disclosure: Jan van Eck is not affiliated with CWM, LLC. Opinions expressed by our guests may not be representative of CWM, LLC.

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