Podcast Alpha(@PodcastAlphaX):Jay Jacobs, BlackRock's US Head of Equity ETFs, on Anthony Pompliano's @APompliano show: AI demand moves in days. New copper mines take four to eight years to come online. Indium for the photonics that replace copper in data centers needs its own zinc mine and processing chain. Even an accelerated US chip fab takes about four years. Jacobs calls it the biggest mismatch in AI today, and it's why BlackRock built sleeve ETFs like POWR and iCop around the value chain instead of one ticker. $BLK Podcast Alpha's coverage breaks down which parts of the AI supply chain hold pricing power longest. Full breakdown: https://t.co/jeTMOfMFG1 Source: Anthony Pompliano -

2026.09.19 00:46

Jay Jacobs, BlackRock's US Head of Equity ETFs, on Anthony Pompliano's @APompliano show: AI demand moves in days. New copper mines take four to eight years to come online. Indium for the photonics that replace copper in data centers needs its own zinc mine and processing chain. Even an accelerated US chip fab takes about four years. Jacobs calls it the biggest mismatch in AI today, and it's why BlackRock built sleeve ETFs like POWR and iCop around the value chain instead of one ticker. $BLK Podcast Alpha's coverage breaks down which parts of the AI supply chain hold pricing power longest. Full breakdown: Source: Anthony Pompliano -

Podcast Alpha@PodcastAlphaX

2026.09.18 21:15

BlackRock assumed big Bitcoin holders converting into iBit were fleeing custody risk. Jay Jacobs, BlackRock's US Head of Equity ETFs, told Anthony Pompliano @APompliano that's only part of it. The bigger pull: once Bitcoin sits inside the ETF wrapper, a holder can borrow against it, layer options, or rotate into the S&P 500. None of that works from a hardware wallet. In-kind minimums have also dropped to $1.5-2 million, pulling in more holders. $BLK Podcast Alpha tracks how BlackRock's own ETF mechanics are reshaping Bitcoin demand. Full breakdown: Source: Anthony Pompliano -