Paisley Nardini,  Head of Investment Strategy for Tema ETFs, discusses the industry group ETFs that are surging right now as industry leaders gather in Huntington Beach, California for Future Proof. Then, Hamilton Reiner, Portfolio Manager and CIO for the US Core Equity Team at JPMorgan Asset Management. Plus, Tony Davidow, Senior Private Market Strategist at Franklin Templeton Institute and discusses the wave of AI companies going public and the private market landscape and Chris Galipeau, Head Market Strategist at Franklin Templeton Institute, discusses the public market environment. Finally, Jan van Eck, breaks down the long term macro environment and the where he sees the AI trade going amid 'doomerism' from some skeptics. re he sees the AI trade going amid 'doomerism' from some skeptics. Correct: Fixes JPMorgan Asset Management. -------- Watch Bloomberg Radio LIVE on YouTube Weekdays 7am-6pm ET Saturday & Sunday 7am-10am ET WATCH HERE: http://bit.ly/3vTiACF Follow us on X: https://twitter.com/BloombergRadio Subscribe to our Podcasts: Bloomberg Daybreak: http://bit.ly/3DWYoAN Bloomberg Surveillance: http://bit.ly/3OPtReI Bloomberg Intelligence: http://bit.ly/3YrBfOi Balance of Power: http://bit.ly/3OO8eLC Bloomberg Businessweek: http://bit.ly/3IPl60i Listen on Apple CarPlay and Android Auto with the Bloomberg Business app: Apple CarPlay: https://apple.co/486mghI Android Auto: https://bit.ly/49benZy Visit our YouTube channels: Bloomberg Podcasts: https://www.youtube.com/bloombergpodcasts Bloomberg Television: https://www.youtube.com/@markets Bloomberg Originals: https://www.youtube.com/bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake