ETF Edge cover image

ETF Edge

AI Revolution: Broadening Out Beyond Big Tech? 7/31/23

Jul 31, 2023
Rich Lee and Todd Rosenbluth discuss the AI revolution and the potential for broader exposure in ETFs. They explore the profitability of owning AI ETFs and the impact of AI in various industries such as industrial automation, agriculture, and finance. The speakers also discuss momentum in ETFs, the trend of inflows into active management, and the growing popularity of thematic strategies in the ETF space.
23:07

Podcast summary created with Snipd AI

Quick takeaways

  • AI-focused ETFs offer market-cap or equal-weighted diversification beyond big-cap tech companies like Nvidia, Meta, and Alphabet.
  • There is potential for more concentrated, actively managed AI ETFs that can offer alternative investment approaches, potentially generating differentiated returns.

Deep dives

AI ETFs with Familiar Names and Diversification

The podcast discusses AI-focused ETFs, such as the Global X Artificial Intelligence Technology ETF (AIQ), which include familiar names like Nvidia, Meta, Tesla, and Microsoft. These ETFs offer market-cap or equal-weighted diversification, providing exposure to a range of companies. With over 85 to 155 names and global exposure, these ETFs go beyond the commonly associated AI companies and offer broader coverage.

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode