Hugh Lam, an investment strategist at BetaShares who specializes in ETFs and technology, shares insightful perspectives on the future of investing. He discusses the potential performance of US stocks in 2025 and the role of AI in reshaping investment strategies. Hugh highlights key themes for 2025, including defense, cyber security, and AI innovations. He also emphasizes the importance of managing risks in ETF portfolios, pointing out specific ETFs worth considering, and provides advice for navigating market volatility.