The electrification of transportation is reaching new heights with the advancement of lithium-ion batteries, sparking innovation in aeronautical applications. Mobeen Tahir and Christopher Gannatti discuss Joby Aviation’s electric vertical take-off and landing (eVTOL) aircraft and what implications it holds for potential investors.
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When we think about electric vehicles (EVs), we see them as machines that need electrical power from the grid to run. But EVs are soon going to force us to rethink this paradigm altogether. Mobeen Tahir & Christopher Gannatti discuss the potential of a revolutionary breakthrough in clean energy and how artificial intelligence could facilitate it.
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The bear market this year has created an attractive entry point in megatrends for investors. Mobeen Tahir discusses differentiated themes within the megatrend space.
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Inflation expectations are rising. Mobeen Tahir and Jeremy Schwartz make the case for positioning toward broad commodities when trying to hedge inflation risks.
Copper is considered the bellwether for the global economy and is used extensively in all types of electronic devices. Against this backdrop, Mobeen Tahir and Jianing Wu explain why we chose to over-weight our enhanced commodities ETF (GCC) in copper.
