July 17, 2024

Profiting from multi-decade mega trends: A thematic ETF deep dive with Global X's Scott Helfstein

54 minutes

The recent AI boom has reignited enthusiasm for thematic ETFs and that's why I was so grateful to have Scott Helftstein the head of investment strategy at Global X, join me on his Australian tour for a deep dive on thematic ETFs. Scott has a wealth of knowledge in the space through his role at Global X and previously being the head of thematic portfolios at Morgan Stanley.

In this conversation we cover:

Scott's upbringing in Long Island and his introduction to business through his father

We explore how he developed a career in thematic investing

How his team identify a theme that could be an enduring mega trend

Walk through the life cycle of the trend

Discuss how a thematic etf can adapt to include emerging companies in the future

Discuss why he thinks AI and uranium are two multi-decade themes still in their infancy

We also address the often mentioned performance of thematic ETFs vs passive traditional indices

Before recording this interview I reached out to the Rask Community on our community page to ask them what questions they would ask. If you have any thoughts you'd like to share after listening come and join us over at the Rask Community, it's free to join.

Episode Resources:

What are thematic ETFs by Global X

Entry points & burning buildings

More from Scott Helfstein

ETFs mentioned in this episode:

ATOM Uranium ETF

FANG+ ETF

GXAI Artificial Intelligence ETF

PAVE US Infrastructure Development ETF

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