Van Eck's Q1 2026 Market Outlook | Jan van Eck
Risk On, Baby!
Today we have the great fortune of having the return appearance of one of the most respected capital allocators in the business: Jan van Eck
Jan 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.
Jan is quite optimistic about the market’s prospects for the future, seeing 2026 as a high “risk on” environment.
NOTE: Jan’s chart deck is available to premium members of this Substack in the ‘Adam’s Notes’ below.
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REMINDER: In celebration of silver’s run, precious metals expert Andy Schectman, CEO of Miles Franklin, is kindly offering an exclusive discount to the Thoughtful Money audience:
While supplies last, he’s willing to sell us junk silver at $1.35 above spot.
NOTE: this is higher than his previous offer to sell at $1 below spot, due to the recent CME margin hikes.
If you’d like to take him up on this offer, or talk with him & his staff about any other questions/needs you have regarding buying or storing precious metals, just click on the button below and fill out the short form:
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Adam’s Notes: Jan Van Eck (recorded 1.5.26)
EXECUTIVE SUMMARY:
Risk-On Environment for 2026: Jan van Eck predicts greater visibility in monetary and fiscal policy, leading to a bullish “risk-on” year with opportunities in AI, private credit, gold, and select crypto, driven by stable Fed actions and improving deficits.
Fed and Interest Rates: Clarity from US Treasury Secretary Scott Bessent’s guidance suggests
