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9min chapter
MI203: Megatrends & Thematic ETFs w/ Jay Jacobs
The Intrinsic Value Podcast - The Investor’s Podcast Network
Thematic Investing and Future Trends
The chapter explores thematic investing and how it captures long-term structural trends by examining technology, demographics, climate, urbanization, and global wealth. It also discusses the risks, strategies, and benefits of thematic investing, particularly focusing on the influence of millennials and emerging market consumers in shaping the market.
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