MI203: Megatrends & Thematic ETFs w/ Jay Jacobs
The Intrinsic Value Podcast - The Investor’s Podcast Network
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Evolution and Impact of Robotics and Artificial Intelligence
This chapter explores the history and advancements in robotics and artificial intelligence since the 1970s, discussing their applications in surgery, agriculture, and technology. It delves into the iShares Robotics and artificial intelligence ETF, highlighting its holdings and global significance, while also discussing the impact of robotics in various industries beyond manufacturing, such as healthcare and services. The conversation touches on investment strategies, thematic exposure, and the influence of macro-environmental factors like inflation on themes such as infrastructure and clean energy.
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