Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15
Introduction
00:00 • 3min
Thematic Investing - What Is It?
02:58 • 4min
Is There a Theme Stage?
06:33 • 2min
Fiscal Spending Tailwoods
08:38 • 2min
Thematic Investing in the Electric Vehicle Ecosystem
10:46 • 2min
What Do You Think of the Tech Sector in 2023?
13:16 • 2min
Tech Stocks Reporting Earnings This Weekend
15:45 • 3min
Baron's - Target, Lows and Best Buy - Retailers Earnings
18:30 • 3min
The Holiday Season Hasn't Been Great for Macy's, Nordstrom and Coals
21:45 • 2min
Health Care Innovation
23:15 • 3min
Thematic ETFs - Should They Be the Largest Proponent of Equity?
26:00 • 2min
Is the Defense and Aerospace ETF a Thematic Fund?
27:40 • 2min
Are There Any Opportunities in Recycling Electric Car Batteries?
30:03 • 2min
Is There a Long Life Cycle for Batteries?
32:12 • 2min
The Future of Robotics and AI
33:49 • 3min