Thematic ETFs

“In the public markets, companies are going to be sold indiscriminately in the same way that they're being bought indiscriminately. So I think that there is a big structural issue. I think that similar as we looked at vaccines when they were out of favor, today…”

“There's a robo-global that had been around for five years, hung under a hundred million dollars, and then all of a sudden people got it. And now they're at three billion, you know, in an, in another year.”