MI203: Megatrends & Thematic ETFs w/ Jay Jacobs
The Intrinsic Value Podcast - The Investor’s Podcast Network
The Investor's Podcast Network
4.6 • 592 Ratings
🗓️ 4 August 2022
⏱️ 47 minutes
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| 0:00.0 | You're listening to TIP. |
| 0:02.7 | We're seeing robots being used in healthcare. |
| 0:04.4 | Robots are doing surgeries right now. |
| 0:06.1 | Robots are going to be doing cleaning and delivery service. |
| 0:10.1 | Robots are going to be preparing food and delivering food to tables soon because the capabilities |
| 0:14.9 | are getting better than ever before. |
| 0:16.5 | So I think hospitality and services, I think hospitals and medicine are going to see more robotic |
| 0:22.2 | penetration because it's cheaper, because it's safer, because it's more repeatable, or |
| 0:27.3 | because we're just going to continue to have labor shortages. |
| 0:33.8 | On today's episode, I'm joined by Jay Jacobs. |
| 0:37.1 | Jay is the U.S. head of thematics and active equity |
| 0:39.8 | ETFs at BlackRock. In this role, Jay is responsible for the research and development of the |
| 0:45.1 | Megatrends suite driving commercialization of these products. During this episode, Jay and I cover |
| 0:50.8 | all things, thematics and megatrend trends, from what they are to why you should |
| 0:54.9 | care about them, as well as two specific trends that Jay is bullish on specifically during |
| 1:00.0 | this time period, infrastructure and robotics. As millennials, we have the potential to get ahead |
| 1:05.6 | of these large trends that are going to shape our future in the 5, 10, or 20 plus years ahead. |
| 1:11.7 | Understanding these trends gives us a solid potential investment opportunity for investors |
| 1:16.3 | that are looking to get ahead of a trend and have a long-term investment time horizon. |
| 1:21.3 | With that, I really hope you enjoy today's episode with Jay Jacobs. |
| 1:26.3 | You're listening to Millennial Investing by the Investors Podcast Network, where your |
| 1:31.2 | hosts, Robert Leonard and Clay Fink, interview successful entrepreneurs, business leaders, |
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