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Schwab Network

Jan van Eck on Market Overtime: A.I. Concentration and 2035 Investing Outlook

30 min17 november 2025

VanEck Funds CEO Jan van Eck speaks with Diane King Hall in a wide-ranging discussion about the markets, thematic investing trends for the next 10 years, and why the A.I. trade concentration reminds him of the railroads of old. Jan weighs in on OpenAI’s dominance in the artificial intelligence boom and shares why he still finds Nvidia (NVDA) attractive.


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