Global X ETFs' Pedro Palandrani discusses booming ETF demand and how investors are seeking targeted exposure to the next wave of AI investment. He highlights opportunities in MLCC electronic components tied to AI infrastructure, large language model companies through the LLMA ETF, and small modular nuclear reactors as a potential power source for data centers. Palandrani also expects ETF innovation to accelerate across private markets, prediction markets, thematic investing and international exposure, with the number of ETFs potentially doubling by the end of the decade.
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