Rich Habits Podcast

77: Analyzing BlackRock’s Favorite Investment Themes (2024)

Aug 12, 2024

Jay Jacobs, Head of Active and Thematic ETFs at BlackRock, shares valuable insights on AI and manufacturing as key investment themes for 2024. He discusses the importance of adapting investment strategies in light of recent market volatility and the role of copper in energy infrastructure. Listeners learn about the resurgence of U.S. manufacturing and how active ETFs can enhance investment outcomes, particularly during uncertain times. The conversation wraps up with advice on building a solid financial foundation while pursuing future goals.

46:52

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Jay Jacobs

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Quick takeaways

The podcast emphasizes that maintaining a long-term investment perspective is crucial, especially during periods of market volatility, to achieve financial objectives.

Artificial intelligence is creating substantial investment opportunities in its associated infrastructure sectors like semiconductors and energy, guiding strategical ETF selections.

The revival of U.S. manufacturing, driven by geopolitical shifts and government initiatives, presents unique opportunities for investors through targeted ETFs in domestic production.

Deep dives

Investment Themes and Market Perspective

The episode discusses BlackRock's mid-year investment update, highlighting two major investment themes: artificial intelligence (AI) and geopolitical shifts affecting supply chains. The speaker emphasizes that market volatility is a normal occurrence and not a cause for panic, stating that investors should maintain a long-term perspective focused on their financial objectives. Selling off during market pullbacks may not be beneficial, as staying invested is crucial to achieving long-term goals. Therefore, rather than reacting to short-term fluctuations, the conversation encourages focusing on fundamental economic conditions that guide investment decisions.

Intro

2min

Navigating Market Volatility and Investment Strategies

16min

Future Energy Generation: The Role of Solar and Nuclear Power

2min

Reviving U.S. Manufacturing and Investment Strategies

12min

Investing Wisely for Future Goals

6min

Building a Financial Foundation for Dreams

7min

Investment Diversification and Upcoming Webinar Announcement

2min

In this episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz and joined by Jay Jacobs -- Head of Active and Thematic ETFs at BlackRock.

Jay recently published his mid-year report for 2024, and you're not going to want to miss it. Here's a link to the report in case you haven't read it yet.

In his report, Jay details two major investment themes -- AI and manufacturing.

The purpose of this episode is for our listeners to learn about investment opportunities surrounding these themes straight from the horse's mouth!

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👉 In our opinion, income-focused ETFs, like the ones developed by NEOS Investments, are a great way to offset volatility in your portfolio.

SPYI, QQQI, and IWMI for indices + CSHI and BNDI for cash and bonds.

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