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.
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.
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