# @blackrock on YouTube - **Type:** Video - **Original URL:** https://youtube.com/watch?v=q9UBfB1DZpc - **Gondola URL:** https://gondola.cc/posts/35204135-blackrock-youtube - **Thumbnail:** https://img.gondola.cc/tr:w-,h-,fo-auto/postThumbnails/ba2f225384.jpg - **Posted:** 2025-09-29T13:27:12.000+00:00 - **Account Owner:** BlackRock (@BlackRock) โ€” https://gondola.cc/BlackRock ## Caption Thematic investing is reshaping how portfolios are built. In this minisode of The Bid, Jay Jacobs, US Head of Equity ETFs at BlackRock, explains why themes like artificial intelligence, infrastructure, and geopolitics are at the center of todayโ€™s markets. From the rise of AI adoption to the need for resilient infrastructure in a reshoring economy, investors are rethinking traditional portfolio lenses and asking about thematics, Bitcoin and gold. Jay also addresses the dominance of mega-cap tech โ€” and why concentration in equity markets demands a more intentional strategy in 2025. Key moments: 00:00 Introduction to Thematic Investing 01:05 Current Market Themes: AI and Infrastructure 01:41 Geopolitics and Infrastructure 02:16 The Dominance of Mega Cap Tech in US Markets 02:50 Investor Strategies for Market Concentration ๐ŸŽงCheck out the full episode on Spotify: https://open.spotify.com/show/56rc5KHG6Btk19lEAmw7I2 ๐Ÿ‘‰ Subscribe to The Bid podcast playlist for more insights from BlackRock experts: https://1blk.co/48iHOs4 ๐Ÿ”— Follow Us on LinkedIn: https://1blk.co/3v09q6Q ๐Ÿ”— Follow Us on Twitter (or X): https://1blk.co/3NuiIOW This content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. Reference to the names of each company mentioned in this communication is merely for explaining the investment strategy and should not be construed as investment advice or investment recommendation of those companies. For full disclosures go to Blackrock.com/corporate/compliance/bid-disclosures #thematicinvesting #infrastructure #infrastructureinvesting #bitcoin #crypto ## Stats - **Views:** 380 - **Likes:** 0 - **Shares:** 0 - **Comments:** 0 ## Tags geopolitics, etfs, bitcoin, infrastructureinvesting, thematicinvesting --- Copyright (c) Gondola