In this episode of FIN LYT by EWA, Matt Blocki welcomes Jay Jacobs, US Head of Thematic and Active ETFs at Blackrock.
Jay brings his expertise to discuss the evolving landscape
of investment opportunities pressing questions around interest rates and the structural economic factors influencing market dynamics.
Jay shares his insights on the underpinnings of
inflationary pressure and the implications for investors, highlighting the critical role of strategic investment in a high-interest-rate environment.
He emphasizes the significance of thematic investing,
especially in areas like AI and digital disruption, healthcare innovation, and the reshaping of global supply chains, in light of the upcoming global elections. They explore the transformative impact of AI on various sectors and the investment opportunities within the AI tech stack. Jay provides a comprehensive breakdown of the layers involved, from semiconductors to digital infrastructure and application developers, revealing the multifaceted avenues for capitalizing on AI advancements.
The episode also tackles the demographic shift toward an
aging population and its implications for healthcare innovation and investment strategies. Jay discusses the potential for groundbreaking medical advancements fueled by AI, from drug development to operational efficiencies in healthcare delivery. Discussing global economics, Jay sheds light on the strategic realignment of supply chains and the geopolitical landscape, offering predictions on the beneficiaries of these shifts.
Join Matt and Jay for this discussion of investment
strategy, technology, and the future of finance.
Disclosure: This podcast episode was recorded in March of 2024. Please note that all information and statements provided during the episode are based on market conditions and data available at the time of recording.
As such, they should be considered in the context of the time-specific economic and market environment.
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