Token consumption grew 17 times last year — not 17%, 17 times. So why are some investors still underexposed to the biggest structural shift in a generation? Motley Fool Contributing Analyst Rachel Warren talks with Jay Jacobs, US Head of Equity ETFs at BlackRock, about the firm's 2026 Thematic Outlook: why the AI infrastructure boom is still in its infancy, how thematic ETFs can give retail investors more precise exposure than traditional sector funds, and what the rise of agentic AI, physical robotics, and tokenization means for your portfolio.

Host: Rachel Warren
Guest: Jay Jacobs
Producers: Bart Shannon, Lauren Budabin

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