

Jay Jacobs
BlackRock U.S. Head of Equity ETFs. Focuses on long-term economic trends and their impact on investment strategies.
Top 5 podcasts with Jay Jacobs
Ranked by the Snipd community

19 snips
Jan 17, 2025 • 19min
206: Rebuilding The US Physical Economy
Jay Jacobs, the US head of Thematic and Active ETFs at BlackRock, dives into the critical theme of revitalizing the US physical economy. He discusses the Infrastructure Investment and Jobs Act’s massive funding aimed at upgrading aging infrastructure. Jay highlights the surge in reshoring manufacturing and the pressing housing supply gap. He emphasizes the bipartisan support these initiatives receive and sheds light on demographic trends impacting the housing market. Additionally, he explores the intertwined relationship between the digital and physical economies.

Aug 12, 2024 • 47min
77: Analyzing BlackRock’s Favorite Investment Themes (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.

May 20, 2024 • 23min
65: EXCLUSIVE Interview w/ BlackRock (Bitcoin ETF)
Jay Jacobs, Head of Thematic Investing and Active ETFs at BlackRock, discusses BlackRock's IBIT Spot Bitcoin ETF, exploring the rise of Bitcoin ETFs, institutional demand, equity securities, Bitcoin volatility, and tokenization of financial assets. The conversation dives into the differences between spot and futures ETFs, NIO's income-focused ETFs, and the Coinbase-BlackRock relationship, offering valuable insights for investors.

Jun 26, 2025 • 43min
Micron HBM Sales Surge, Palantir’s Stock Keeps Climbing
In this discussion, Jay Jacobs, the U.S. Head of Equity ETFs at BlackRock, shares his insights on Micron's explosive growth in high-bandwidth memory sales, driven by AI and consumer demand. They delve into investment strategies beyond tech giants, exploring how AI could reshape productivity. Additionally, the conversation touches on defense tech opportunities amidst geopolitical tensions and highlights the surge of Chinese AI startups entering the market, showcasing a rapidly evolving tech landscape.

Apr 8, 2025 • 43min
Hopes for Trade Deals Drive Tech Stocks Up, Musk Calls Trump Trade Advisor "Moron"
Larry Summers, former U.S. Treasury Secretary and Harvard professor, discusses the looming recession and the effects of trade tensions on the economy. Jay Jacobs, BlackRock's head of thematic and active ETFs, examines the market rebound driven by potential trade deals, particularly in the tech sector. They dive into how tariffs are reshaping investments, especially in companies like Tesla and Apple, while highlighting the importance of long-term strategies in AI infrastructure amidst market volatility.