IN THIS EPISODE, YOU’LL LEARN:

01:56 - What thematics are and why investors should care about them.

08:08 - How investors should think about investing in an emerging trend.

21:06 - Why Jay is bullish on infrastructure and why now is a great time to invest in infrastructure specifically. 

29:04 - The role governments play in the infrastructure megatrend.

34:55 - Jay’s thoughts on investing in robotics and artificial intelligence.

37:24 - Which industries are most impacted by the trend towards robotics.

And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.

iShares Megatrends.

iShares Infrastructure ETF.

iShares Robotics and Artificial Intelligence ETF.

Follow Jay on Twitter.

Follow Clay on Twitter and Instagram.

Robert and Clay’s favorite tool for picking stock winners and managing our portfolios: TIP Finance.

Related episode: Investing in China & Emerging Industries w/ Simon Erickson - MI118.

Related episode: Investing in the Metaverse and Technology Trends w/ Beth Kindig - MI144.

SPONSORS
Support our free podcast by supporting our sponsors:

Linkedin Marketing Solutions

Fundrise

TurboTax

HelloFresh

NetSuite

HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! 
Learn more about your ad choices. Visit megaphone.fm/adchoices

IN THIS EPISODE, YOU’LL LEARN:


01:56 - What thematics are and why investors should care about them.
08:08 - How investors should think about investing in an emerging trend.
21:06 - Why Jay is bullish on infrastructure and why now is a great time to invest in infrastructure specifically. 
29:04 - The role governments play in the infrastructure megatrend.
34:55 - Jay’s thoughts on investing in robotics and artificial intelligence.
37:24 - Which industries are most impacted by the trend towards robotics.
And much, much more!


*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.


BOOKS AND RESOURCES


Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
iShares Megatrends.
iShares Infrastructure ETF.
iShares Robotics and Artificial Intelligence ETF.
Follow Jay on Twitter.
Follow Clay on Twitter and Instagram.
Robert and Clay’s favorite tool for picking stock winners and managing our portfolios: TIP Finance.
Related episode: Investing in China & Emerging Industries w/ Simon Erickson - MI118.

Related episode: Investing in the Metaverse and Technology Trends w/ Beth Kindig - MI144.


SPONSORS

Support our free podcast by supporting our sponsors:


Linkedin Marketing Solutions
Fundrise
TurboTax
HelloFresh
NetSuite


HELP US OUT!

Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! 

Learn more about your ad choices. Visit megaphone.fm/adchoices

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