Jay Jacobs, US head of equity ETFs at BlackRock (BLK), says international stocks are coming back in favor as investors use more precise ETFs to target AI-related countries like Taiwan and Korea, along with policy-driven markets like Brazil. He sees the Mag 7 reestablishing leadership but notes investors are also looking beyond them into memory, power infrastructure, and materials like copper. Jacobs also highlights growing interest in fixed income yields, covered call income strategies, and Bitcoin adoption.