Van Eck's Q1 2026 Market Outlook: Risk On, Baby! | Jan van Eck

January 12, 2026

AI Summary

5 min read

🎙️ The Voices & The Context

The Format: Structured interview followed by expert panel reaction—Jan Van Eck delivers a slide-heavy Q1 2026 macro outlook, then New Harbor Financial partners (Mike Preston, John Lodra) provide tactical counterpoints.
The Key Players:
- Guest: Jan Van Eck, CEO of Van Eck (>$100B AUM in ETFs/funds); respected for bold, data-driven views on equities, commodities, crypto.
- Host: Adam Taggart, founder of Thoughtful Money—sharp questioner tying macro to real-world investing.
- Panel: Mike Preston & John Lodra (New Harbor Financial)—technical tacticians who temper Jan's risk-on bull case with crash warnings.
The Vibe: Optimistic yet cautious—educational deep dive with risk-on excitement from Jan, balanced by panel's bearish realism; fun banter on bubbles, gold, Venezuela.

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What you'll learn

1 (00:00) **🎙️ Introduction: Jan Van Eck**
2 (03:12) **2026 Macro Theme: Visibility & Risk On**
3 (06:34) **Fed Policy Clarity from Scott Bessent**
4 (12:54) **Fiscal Deficits & Bond Yields**
5 (19:46) **Inflation & Voter Sentiment**
6 (22:49) **Employment Trends & AI Impact**
7 (31:14) **AI Demand & Market Structure**

+ Full timestamped outline available in the app

Show Notes

Today we have the great fortune of having the return appearance of one of the most respected capital allocators in the business: Jan van EckJan is CEO of vanEck, an asset management firm with over $100 billion in assets under management invested across its wide family of ETFs and funds, spanning equity, bond, commodity, digital and regional asset classes.As we've done the past several quarters now, Jan and I will spend the next hour discussing his Q1 macro and market outlooks, as well as where he sees the biggest opportunities for investors right now.

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