Thematic Investing: Future Growth Opportunities With Scott Helfstein

Meet The Expert with Elliot Kallen

Το περιεχόμενο παρέχεται από το Nazanin and Elliot Kallen. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Nazanin and Elliot Kallen ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.

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Welcome to Season 4, Episode 1 of Meet the Expert® with Elliot Kallen!

Thematic investing navigates the future growth landscape, recognizing that key segments of the economy are crucial for future development. In this episode, we look into the fascinating world of thematic investing with Scott Helfstein, the Head of Thematic Solutions at Global X ETFs. From AI to infrastructures to defense technology, Scott sheds light on the approaches and impressive technological advancements in companies that will not only be a significant part of our future economy but also could lend insights into your portfolio-building process. He then discusses the geopolitical landscape, touching on cybersecurity and the ongoing technological race with China. Throughout the episode, Scott offers a nuanced perspective on each theme, providing you with a comprehensive understanding of the investment opportunities within these dynamic sectors.

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