MI203: Megatrends & Thematic ETFs w/ Jay Jacobs

IN THIS EPISODE, YOU’LL LEARN:

01:56 - What thematics are and why investors should care about them.08:08 - How investors should think about investing in an emerging trend.21:06 - Why Jay is bullish on infrastructure and why now is a great time to invest in infrastructure specifically. 29:04 - The role governments play in the infrastructure megatrend.34:55 - Jay’s thoughts on investing in robotics and artificial intelligence.37:24 - Which industries are most impacted by the trend towards robotics.And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

EPISODE RESOURCES

iShares Megatrends.iShares Infrastructure ETF.iShares Robotics and Artificial Intelligence ETF.Follow Jay on Twitter.Follow Clay on Twitter and Instagram.Robert and Clay’s favorite tool for picking stock winners and managing our portfolios: TIP Finance.Related episode: Investing in China & Emerging Industries w/ Simon Erickson - MI118.Related episode: Investing in the Metaverse and Technology Trends w/ Beth Kindig - MI144.Get a FREE audiobook from Audible.Find Pros & Fair Pricing for Any Home Project for Free with Angi.Reclaim your health and arm your immune system with convenient, daily nutrition. Athletic Greens is going to give you a FREE 1 year supply of immune-supporting Vitamin D AND 5 FREE travel packs with your first purchase.Confidently take control of your online world without worrying about viruses, phishing attacks, ransomware, hacking attempts, and other cybercrimes with Avast One. https://avast.com/Help protect your family’s financial future with TD Term Life Insurance.Invest in high quality, cash flowing real estate without all of the hassle with Passive Investing.Push your team to do their best work with Monday.com Work OS. Start your free two-week trial today.Combine hundreds of search filters to quickly find better leads, close more deals, and unlock your investing potential with the power of PropStream!Our tool for picking stock winners and managing our portfolios: TIP Finance Tool.Check out our favorite Apps and Services.Browse through all our episodes (complete with transcripts) here.New to the show? Check out our Millennial Investing Starter Packs.Support our free podcast by supporting our sponsors.

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.