In today’s episode, Rusty and Robyn talk with Jay Jacobs & Tom Driscoll of Global X ETFs in New York City. Jay is the Head of Research & Global Strategy while Tom leads model portfolio sales. 

Jay’s goal at Global X ETFs is to develop a deep understanding of new industry products and share those insights with clients as products are released. In doing so, his team works to strategize the implementation of advances in technology and integrate new products into clients’ overall portfolios. Tom is responsible for bringing thematic and income-based strategies straight to the marketplace. 

Jay and Tom talk with Rusty and Robyn about the progression of our modern economy, why thematic investing is much more than a marketing gimmick, and exactly how much investors should allocate to thematic investing. 

“The way I think about thematic investing is trying to get a jumpstart on the next leaders. The next leaders of individual sectors, the next leaders of the S&P 500, maybe even the NASDAQ 100. Not all of these companies will succeed, but the idea is that investing in an ETF that can give you exposure to 30, 40, or 50 names in a space like Genomics or in a space like FinTech, lets you participate in the rise of that industry before it even starts to be a blip on the S&P 500.” ~ @jayjacobsCFA

1717-OAS-5/24/2021