Tema ETFs LLC

Let's get more on Anthropic.

Let's bring in Moritz Potts, founder and CEO of Tema ETFs and custodian of the Tema Photonics and Optical ETF.

The ticker here is LAZR, and that counts Anthropic among its top holdings.

So before I start getting into the S1 and your thoughts on the company and the details we've gotten here.

Hey everybody, welcome back to Dividend Stockpile.

So today I'm joined again by Paisley Nardini, head of an investment strategy over at Tema ETFs.

We're going to be breaking down two of their ETFs, DSPY and TOLL, two core ETF strategies that take a different approach to investing in the stock market and will determine what investors should consider before adding them to their portfolios.

So Paisley, congratulations on the new role and welcome back to the channel.

These are the bedrocks of your portfolio, similar to what someone would normally have done as a regular S&P 500 or quality tilt ETF.

So appreciate you bringing this to our attention.

Again, it's dspy and toll from Tema ETFs.

Bailey, really appreciate your time and best of luck with these ETFs.

Today I'm sharing with you a conversation I had recently with Paisley Nardini.

Paisley's the head of investment strategy at Tema ETFs based in Southern California.

Uh, I've known Paisley for, uh, a little while now, uh, but had a chance to sit down with her in person recently at the Future Fu- Future Proof Festival in, uh, in Huntington Beach, California.

It was a lot of fun just picking, uh, Paisley's brain about, uh, thematic investing, and she agreed to come on the show, uh, today, and I hope you enjoy this conversation.

Really we talk about, uh, thematic investing, how it's often thought of as a very emotional, you know, very, uh, exciting way to gain exposure to an innovative market theme, but there really can be m- greater benefits to thematic investing and thematic ETFs.

I really enjoy, uh, Paisley's breakdown of the thematic space, including some of their recent, uh, releases at, uh, Tema, things like DICE, which, uh, which is a play on prediction markets, uh, NASA, which is a space exploration ETF, and many more.

So please enjoy this conversation with Paisley Nardini of Tema ETFs.

I'm super excited to be sitting down again with Paisley Nardini.

AI investors know the chip story, but what if the next big opportunity isn't making chips, it's moving data between them.

Yuri Kojimurian is Chief Investment Officer at Tema ETFs and joins us now.

Yuri, welcome back.

Thanks very much for having me.

Well, joining me to make sense of this environment is Paisley Nardini.

Paisley is the head of investment strategy at Tema ETFs.

We'll discuss what the headlines may be hiding, where capital is flowing within the AI ecosystem, why today's market could favor active management, and how investors can pursue emerging themes without losing sight of their core portfolio.

Paisley.

Really, it's an honor.

I'm glad I didn't scare you away after the first episode.

Can you just tell us a little bit more about yourself and Tema ETFs?

Yeah, no, thanks for having me back, Ryan.