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192: How To Invest In AI vs Tech In A Portfolio
Episode 192

192: How To Invest In AI vs Tech In A Portfolio

The Bid · BlackRock

September 20, 202420m 44s

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Show Notes

AI investing is a hot topic of conversation. But how should investors be considering both tech and AI in their portfolios - as part of the same allocation, or should they be separate? Jay Jacobs, US Head of Thematic and Active ETFs at BlackRock joins host Oscar Pulido to discuss whether investors should consider AI and tech as separate allocations, different investing approaches to AI and specific sectors to explore within the AI ecosystem.

Sources: The Economist “IT companies log strong revenue growth outside key North America market, May 1, 2024; “Profiles of the Future: An Inquiry into the Limits of the Possible”, Arthur C. Clarke, 1962

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