Jay Jacobs

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.

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.

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.

Joining the discussion are Ms. Business, a savvy CPA and entrepreneur known for her expertise in marketing and taxes, and Jay Jacobs, U.S. Head of Equity ETFs at BlackRock, who navigates the ETF landscape with insights on AI and bitcoin. They spotlight Africa's burgeoning investment opportunities and explore the recent volatility in U.S. markets. Ms. Business shares branding wisdom for marketplace success, while Jacobs dives into thematic investing trends and the importance of adaptability in today's rapidly changing financial climate.

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.

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.

Jay Jacobs, U.S. Head of Thematic and Active ETFs at BlackRock, shares invaluable insights on innovative investment strategies. He discusses the significant rise of thematic ETFs, driven by the historic Bitcoin and upcoming Ethereum ETF launches. The conversation navigates the reshoring theme, highlighting the shift towards resilient supply chains post-COVID-19. Additionally, Jay explores the regulatory landscape for crypto ETFs and the evolving role of AI in thematic investing, focusing on how investors can adapt to emerging trends.

Joining the discussion are Andy Cross and Ron Gross, both Senior Analysts at Motley Fool, alongside Jay Jacobs from BlackRock, a leader in thematic and active equity ETFs. They dive into unexpected trends like rising wholesale prices and Costco's disappointing quarter while highlighting Chewy's surprising profitability and Casey's General Stores' growth. The trio also tackles Microsoft's acquisition challenges with Activision Blizzard, exploring legal hurdles and investment strategies in booming sectors like healthcare and electric vehicles.

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.

Maria Gallagher, a senior analyst at Motley Fool, discusses the evolving job market and consumer trends, including big tech's monetization strategies. Jason Moser shares insights on Upstart Holdings and Meta's $1,000 VR headset, while Jay Jacobs from BlackRock highlights megatrends in infrastructure and healthcare. The conversation touches on Amazon's Grubhub deal and Levi's impressive dividend increase, exploring how tech companies are navigating challenges and opportunities in a shifting economic landscape.