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.
