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Podcast: The Intrinsic Value Podcast - The Investor’s Podcast Network
Episode: MI203: Megatrends & Thematic ETFs w/ Jay Jacobs
Description: 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.Â
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.