189: Market take: Patience needed in the AI buildout

189: Market take: Patience needed in the AI b...

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250: Powering AI 2.0: Why the AI Boom Is Becoming an Energy Story

Powering AI 2.0 is no longer just a technology story — it’s an energy and infrastructure story reshaping capital markets and the global economy. As artificial intelligence scales from training to real-world inference, electricity demand is accelerating at a pace few anticipated.I ...  Show more

249: Thematic Investing in 2026: AI, Defense, Infrastructure, and the Next Phase of Market Transformation

Thematic investing is increasingly shaping how investors interpret markets heading into 2026, as artificial intelligence, geopolitical fragmentation, and infrastructure constraints intersect across the global economy.Jay Jacobs, Head of U.S. Equity ETFs at BlackRock, joins Oscar ...  Show more

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