Top Investment Chief: How to WIN the AI trade this decade

Sylvia Jablonski is the chief investment officer of Defiance ETFs. She joins Phil Rosen on Full Signal to discuss where capital is flowing in the AI trade, whether quantum computing is still too early to invest in, themes in defense investing, and how leveraged ETFs really work.

Today's episode is sponsored by Direxion: https://shorturl.at/EBirr 

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Timestamps:

0:00 - Hottest sectors to buy

3:13 - Where capital is leaving

4:51 - AI bubble debate

6:45 - Can earnings beat expectations?

7:45 - The next AI trade

11:08 - Too early for quantum?

16:22 - Defense investing

18:10 - Highest-conviction theme

19:52 - When themes run their course

21:17 - Leveraged ETFs

29:30 - Popping the bubble debate

31:17 - Follow Sylvia

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