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Share #46 - Adam Patti, CEO and Co-Founder of VistaShares on AI Infrastructure, Electrification, and Building ETFs for the Next Supercycle (recorded 10/27/25)
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#46 - Adam Patti, CEO and Co-Founder of VistaShares on AI Infrastructure, Electrification, and Building ETFs for the Next Supercycle (recorded 10/27/25)
In this episode of The Bull of Wall Street, Jimmy Lee sits down with Adam Patti, CEO and Co-Founder of VistaShares, to explore how ETFs are evolving in the age of AI, electrification, and innovation supercycles. From creating one of the first hedge-fund-replication ETFs to building a new generation of active, rules-based products, Adam shares insights into how investors can capture the infrastructure powering artificial intelligence—and why transmission, cooling, and power distribution may be among the biggest opportunities in years. The discussion also covers the concentration risk in major indices, the next phase of AI-driven capital spending, and how innovation in ETF design is meeting the demands of a fast-changing investment landscape. What you’ll learn: • Why 30% of an AI data center’s cost is cooling—and who’s profiting • The “bill of materials” approach to ETF construction and why it matters • Why AI infrastructure—not applications—will drive returns near term • How electrification, energy transmission, and power are the next frontier • The importance of real diversification as mega-cap concentration grows • Lessons from launching IndexIQ and building successful ETF families Chapters02:00 – From Fortune Indexes to founding IndexIQ03:46 – The early ETF era and selling to New York Life05:33 – Launching VettaFi and meeting Tesla’s former president06:50 – Building smarter AI ETFs with industry experts08:37 – Mapping AI’s supply chain: the “bill of materials” approach10:11 – AI infrastructure vs. applications: where the profits are11:19 – Power problem: generation vs. transmission opportunity13:53 – Electrification, national security, and the next growth phase15:23 – Early innings of the AI supercycle17:19 – Quantum computing, AI synergy, and what’s next18:22 – Overlapping supercycles: AI, robotics, biotech, and space23:14 – Inside VettaFi’s ETF families: growth, options income, tactical alpha25:33 – Options income strategies and building stability26:17 – High-beta exposure and the “WILD” ETF28:19 – Education, transparency, and risk awareness30:49 – Diversification, multifactor strategies, and position sizing31:40 – Growing investor interest in options income32:28 – Innovation pipeline: what’s next for ETFsGuest: Adam Patti, CEO and Co-Founder of VistaSharesHosts: Jim Worden, CFA, CMT, CAIA Follow usLinkedIn: https://www.linkedin.com/company/the-wealth-consulting-group/X (Twitter): @WealthCGYouTube: @thewealthconsultinggroup Making Life Better at The Wealth Consulting GroupSubscribe for advisor-first insights and resources: bit.ly/wealthcg For advisor use only.
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By The Bull of Wall StreetIn this episode of The Bull of Wall Street, Jimmy Lee sits down with Adam Patti, CEO and Co-Founder of VistaShares, to explore how ETFs are evolving in the age of AI, electrification, and innovation supercycles. From creating one of the first hedge-fund-replication ETFs to building a new generation of active, rules-based products, Adam shares insights into how investors can capture the infrastructure powering artificial intelligence—and why transmission, cooling, and power distribution may be among the biggest opportunities in years. The discussion also covers the concentration risk in major indices, the next phase of AI-driven capital spending, and how innovation in ETF design is meeting the demands of a fast-changing investment landscape. What you’ll learn: • Why 30% of an AI data center’s cost is cooling—and who’s profiting • The “bill of materials” approach to ETF construction and why it matters • Why AI infrastructure—not applications—will drive returns near term • How electrification, energy transmission, and power are the next frontier • The importance of real diversification as mega-cap concentration grows • Lessons from launching IndexIQ and building successful ETF families Chapters02:00 – From Fortune Indexes to founding IndexIQ03:46 – The early ETF era and selling to New York Life05:33 – Launching VettaFi and meeting Tesla’s former president06:50 – Building smarter AI ETFs with industry experts08:37 – Mapping AI’s supply chain: the “bill of materials” approach10:11 – AI infrastructure vs. applications: where the profits are11:19 – Power problem: generation vs. transmission opportunity13:53 – Electrification, national security, and the next growth phase15:23 – Early innings of the AI supercycle17:19 – Quantum computing, AI synergy, and what’s next18:22 – Overlapping supercycles: AI, robotics, biotech, and space23:14 – Inside VettaFi’s ETF families: growth, options income, tactical alpha25:33 – Options income strategies and building stability26:17 – High-beta exposure and the “WILD” ETF28:19 – Education, transparency, and risk awareness30:49 – Diversification, multifactor strategies, and position sizing31:40 – Growing investor interest in options income32:28 – Innovation pipeline: what’s next for ETFsGuest: Adam Patti, CEO and Co-Founder of VistaSharesHosts: Jim Worden, CFA, CMT, CAIA Follow usLinkedIn: https://www.linkedin.com/company/the-wealth-consulting-group/X (Twitter): @WealthCGYouTube: @thewealthconsultinggroup Making Life Better at The Wealth Consulting GroupSubscribe for advisor-first insights and resources: bit.ly/wealthcg For advisor use only.