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
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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.
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