If you think about industries that are hot in 2021, it’s hard to go past the world of semiconductors. Bryce and Alec aren’t experts, but the brilliance of hosting Equity Mates means they can invite experts to explain this fascinating world to all of us, so we might understand it, and the investing opportunities a little bit better! First they welcome Patrick Penfield - a Professor of Supply Chain Practice at Syracuse University, Whitman School of Management - to talk about the basics of semiconductors, the changing landscape, the current supply crunch and what he thinks the future of the industry will look like. 

And then they chat to Kanish Chugh from ETF Securities, to chat about their brand new ETF - ASX:SEMI - which provides exposure to 30 leading microchip makers and designers from across the globe. 

This episode contained sponsored content from ETF Securities. 

ETF Securities is the independent champion of specialist ETF solutions. Their innovation-led ETFs provide investors access to thematic, regional and sector based equities, as well as commodities like gold. ETF Securities is broadening their product range with the launch of three new megatrend ETFs including the ETFS Semiconductor ETF (ASX Code: SEMI). SEMI provides exposure to 30 leading microchip makers and designers from across the globe.

Head to ETF Securities to learn more about the new funds.

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In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

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Equity Mates Investing Podcast is a product of Equity Mates Media. 

All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. 

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