EPISODE · May 18, 2026 · 56 MIN
The Railroads of Quantum Computing: The Next Trillion-Dollar Bet + Milestone Show
from Money On Tap · host Ben Brayshaw & Seth Krussman
🎉 Welcome to the 400th episode of Money On Tap. Nine years. Four hundred conversations. To celebrate, the first four callers to 855-226-8551 each get their pick from four pieces of MOT swag. Phone calls only — email won't count.This week, Ben Brayshaw and Dan Michelon close The Railroads of… trilogy with the one that may make all the rest run faster: quantum computing.What you'll learn:What a qubit actually is — and why "both 0 and 1 at once" changes everythingThe three investable layers: cloud platforms · hardware (semis & cryogenics) · softwareThe four pure-play names: Rigetti (RGTI), IonQ (IONQ), D-Wave (QBTS), Quantum Computing Inc. (QUBT) — and what their +250% to +5,700% trailing moves really meanThe four big-tech quantum plays: IBM, Alphabet, Microsoft, AmazonThe four ETFs to research: QTUM, ARKQ, BOTZ, ROBOThe barbell approach for taking speculative exposure without betting the farmWhy the honest timeline says mid-2030s — and the energy problem nobody's talking aboutHow space, robotics, and quantum intersect — and why the railroads series matteredPlus Money In The News:Spotify and Peloton team up on a global fitness content hubThe AI splurge is costing big tech its workforce — Oracle plans to cut 40% of its workforceHave software stocks reached the extreme washout yet? (And what the "SaaS-pocalypse" means for the next 12 months)Read the companion blog: brayshawfinancial.com/blogSchedule a free consultation: app.greminders.com/t/9f3ce72e/initialconsultaFull Money On Tap episode library: brayshawfinancial.com/money-on-tapContact UsPhone: 855-226-8551Email: [email protected]: 116 South River Road, Bedford, NH 03110Web: brayshawfinancial.comWhy doesn't inflation feel like the official 3%?Because inflation is the rate at which prices rise, while affordability is the level of prices you have to live with — and that level never resets. Retirees also buy a different basket than the CPI emphasizes: shelter costs, insurance, property taxes, healthcare, prescriptions, food, and fuel, several of which run far hotter than headline inflation. Oil compounds it, touching every leg of the delivery chain. A resilient retirement plan stress-tests income needs well above the Fed's target and fights back with pricing-power equities, reasonable bond yields, guaranteed lifetime income for core expenses, and tax mitigation that lets you keep more of every distribution.
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The Railroads of Quantum Computing: The Next Trillion-Dollar Bet + Milestone Show
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