Jay Jacobs, U.S. head of thematics and active equity ETFs for BlackRock and Eric Balchunas, senior ETF analyst at Bloomberg, join BNN Bloomberg to discuss thematic ETFs. Jacobs talks about how BlackRock is looking at areas that are profiting from AI enthusiasm right now such as semiconductors,. His team is also keeping an eye on all tech around AI that might be impacted by it in the future.
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