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.

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.

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.