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The Intrinsic Value Podcast - The Investor’s Podcast Network
MI203: Megatrends & Thematic ETFs w/ Jay Jacobs
Aug 4, 2022
Jay Jacobs discusses thematic ETFs and megatrends, emphasizing investing in emerging trends like infrastructure and robotics. He highlights the role of governments in infrastructure investments and industries impacted by robotics. The podcast explores thematic investing, millennials' influence on companies, and the importance of infrastructure investments in developed economies.
43:26
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Quick takeaways
- Thematic investing helps investors anticipate future trends in sectors like technology, demographics, and climate change.
- Concentrated portfolios in thematic investing lead to more volatility, emphasizing the importance of diversification across themes.
Deep dives
Expansion of Robotics in Healthcare and Services
Robots are increasingly prevalent in healthcare, performing surgeries with precision. The usage of robots extends to cleaning, delivery services, and food preparation. Hospitals and services are leaning towards robotic assistance due to cost-effectiveness, safety, and repeatability amid labor shortages.
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Discover
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