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.

BOOKS AND RESOURCES

• Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
• 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.

SPONSORS

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• Found
• Toyota
• Fundrise
• Facet
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