October 28, 2024

Exploring Top Investment Themes: Cybersecurity, Nuclear Energy, Semiconductors, and the Future of the Metaverse with Global X ETF Expert Billy Leung

46 minutes

In this episode, we sit down with Global X ETF expert Billy Leung to explore four major investment themes shaping the future of investing. Billy shares his insights on the investment case for each theme, using his three key evaluation criteria:

Technological advancements driving the theme

Political and regulatory tailwinds supporting growth

Demographic shifts indicating long-term demand

During the episode, we dive deep into cybersecurity, nuclear energy, semiconductors, and discuss whether the Metaverse still holds investment potential in today’s landscape.

We also tackle the skepticism around thematic ETFs, noting how generalized negative commentary often misses the nuance. Billy provides a framework that investors can use to assess whether a theme is a long-term trend worthy of inclusion in their portfolio.

Finally, amongst all of the tech talk we find ourselves discussing Billy’s investment in whiskey.

Don’t miss the chance to learn how to evaluate investment themes with expert advice from Billy Leung.

Click here for Owen’s previous interview with Billy.

Click here to download Global X's ETF Landscape Report.

~~ Resources you'll love ~~

Invest with Owen: https://bit.ly/R-invest

Mortgage Broking: https://bit.ly/broke-rask

Financial Planning: https://bit.ly/R-plan

Property Coaching: https://bit.ly/R-P-coach

100-point property checklist (PDF): https://bit.ly/prop-check

Accounting with Grey Space: http://bit.ly/3DG5lWS

Business Coaching: https://bit.ly/o-coach

Ask a question: https://bit.ly/3QtiY00

DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

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