Memory Is a Bubble, Nvidia’s Blow-Out Quarter, SpaceX Is Coming With Jan Van Eck

**Michael Batnick** (0:00)
Here's our annual tie.

**Josh Brown** (0:01)
I love it. Wait, what's the theme this year?

**Michael Batnick** (0:02)
See if you can figure it out.

**Jan Van Eck** (0:04)
It's gotta be Warsh, no?

**Michael Batnick** (0:05)
No.

**Jan Van Eck** (0:06)
Hamilton?

**Michael Batnick** (0:07)
Hold on, hold on. Look at the eagle. What's CCL?

**Jan Van Eck** (0:12)
Carnival Cruise lines?

**SPEAKER_4** (0:17)
Carnival Cruise lines is a good one. Oh, I love pink!

**Jan Van Eck** (0:20)
Jan, no, who is this?

**Michael Batnick** (0:21)
What is CCL?

**Jan Van Eck** (0:24)
Is that?

**Michael Batnick** (0:25)
Dude, I'm walking out of here. You have it back up.
Is that, um, what's the C in Latin? What is the C state for?

**Jan Van Eck** (0:33)
Cerebris.

**Josh Brown** (0:34)
250

**Michael Batnick** (0:35)
Oh my God!

**Jan Van Eck** (0:37)
Is that George Washington?

**Josh Brown** (0:38)
Cerebris?

**Jan Van Eck** (0:39)
Cerebris.
Who's the other guy? Celebrex. Who is it? Is it Celebrex?

**Michael Batnick** (0:45)
Three most important things in financial history.
Hamilton, the founding of the system. FDR, bailed out the banks.

**Josh Brown** (0:53)
Stablecoin.

**Michael Batnick** (0:55)
First time that financial company can compete against banks.

**Jan Van Eck** (1:00)
Is this Kissinger?
Who is it? It looks like him.

**Michael Batnick** (1:04)
It's Hamilton, FDR and stablecoins.

**Jan Van Eck** (1:07)
That's FDR.

**Josh Brown** (1:09)
I missed the stablecoin.

**Jan Van Eck** (1:11)
That does not...

**SPEAKER_4** (1:11)
Next to mine.

**Jan Van Eck** (1:12)
Where?

**SPEAKER_4** (1:13)
Over here, next to mine.

**Josh Brown** (1:14)
I thought that was like...

**Michael Batnick** (1:16)
You know, it's USDC. That's a symbol. I couldn't put tether because of course tether is like...

**Jan Van Eck** (1:22)
So thanks to Jan, I wear blazers now because Jan invited me to an event and he said... I said, yeah, right? Yeah, of course, I'd love to come. Thank you. And he goes... He emailed me back and goes, not to be a dick, but please don't wear...

**Michael Batnick** (1:31)
Everyone else is wearing suits.

**Jan Van Eck** (1:32)
Don't wear a t-shirt.

**Michael Batnick** (1:33)
He wore a t-shirt and a blazer.

**Jan Van Eck** (1:35)
I wore a t-shirt and a blazer.

**Josh Brown** (1:37)
Wait, Nick, put this on my desk. I'm going to wear that on TV.

**Jan Van Eck** (1:41)
So the first time I met Josh was in 2011
I was in a dark place in my life. My mother was about to pass away. I had just gotten the last, like, quasi-legitimate job opportunity. I'm sitting down for game three in Madison Square Garden. Nick's here. We were down 2-0 because, you know, LeBron.
And as I sit down, I remember, it's like a flash-balled memory for me. Because as I sit down, like, my body, my soul left my body. I was, like, prepared to go home and, like...

**Josh Brown** (2:18)
Get the email at the game.

**Jan Van Eck** (2:19)
Literally, as I'm sitting down from the CFO of a company.

**Josh Brown** (2:21)
You think you're gonna get this job?

**Jan Van Eck** (2:23)
It was just, it was the last hope in the planet. And I was already unemployed for, like, a year. Like, I was such, it was such a rock bottom time in my life. So, it was game three, Mario Chalmers, who I would kiss him if I saw him for this. He hit a corner three, put the next down, like, 21 At the end of the third, I said, I'm leaving.
And my friend goes, where are you going? I said, I gotta go home. I was, like, not in the mood.

**Josh Brown** (2:47)
I can't enjoy a basketball game. So I was unemployed for a year.

**Jan Van Eck** (2:51)
It was not great.
So that was the first time I left the playoff game early. And I met this guy that night. And if-

**Josh Brown** (3:00)
We met on the train platform back in-

**Jan Van Eck** (3:02)
I had like 11.45. And literally, if Chalmers missed that shot, I probably would have stayed. All right, fast forward.

**Josh Brown** (3:08)
Now, what was I doing that night? Was I at St. Venus?

**Jan Van Eck** (3:10)
You were drinking.

**Josh Brown** (3:11)
Well, definitely. But why was I getting off a train at 11.45 that night?

**Jan Van Eck** (3:16)
It was a Friday night.

**Michael Batnick** (3:17)
It was a different era. It was a different era. You were a young man.

**Jan Van Eck** (3:20)
Hold on.

**Josh Brown** (3:20)
I was married, though. What was I doing?

**Jan Van Eck** (3:23)
You were a young man.