Mega Trends & Thematic Investing: How AI, Defence and Energy Could Shape Long-Term Returns

What are mega trends — and how can investors actually invest in them without falling into hype? In this episode of the Investing, Markets & Money, we’re joined by Pierre Debru, Head of Research at WisdomTree, to unpack how long-term structural shifts create real investment opportunities. We explore: What mega trends are and how they differ from short-term cycles How thematic investing works in practice Why AI, defence spending, and energy demand are driving global change The biggest mistake investors make when buying thematic ETFs Why thematic investing is a winner-takes-most game How diversification, sentiment, and discipline matter over the long term Emerging ideas like physical AI, infrastructure, and strategic metals This conversation is designed for investors looking to understand long-term growth themes, thematic ETFs, and how global trends can shape portfolios over years — not weeks. 🎧 Follow Investing, Markets & Money on SoundCloud for more insights on markets, ETFs, commodities, and global investment trends. This episode is for educational purposes only and does not constitute financial advice.