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.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 2min
Thematic Investing and Future Trends
01:57 • 9min
Millennials Impact on Companies and Megatrends
11:05 • 9min
Importance and Impact of Infrastructure Investment in Developed Economies
19:52 • 9min
Exploring the Features of the Range Rover Sport
29:22 • 2min
Evolution and Impact of Robotics and Artificial Intelligence
31:22 • 15min