Top Themes for 2026: AI, Defense, and Infrastructure

BlackRock's Jay Jacobs discusses thematic investing ideas for 2026.

(1:00) - Investing Into The Next Growth Cycle For AI
(4:05) - What Are The Current Risks When Investing Into AI Right Now?
(7:15) - What Should Investors Expect From The Current Volatility When Investing Into Cryptocurrencies?
(10:05) - Themes To Watch When Looking To Diversify Your Portfolio In 2026
(17:45) - Episode Roundup: ARTY, BAI, POWR, ITA, IBIT

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