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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Episode notes

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.

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