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 Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribeFollow Phil on X: https://x.com/philrosennFollow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/Timestamps:0:00 - Hottest sectors to buy3:13 - Where capital is leaving4:51 - AI bubble debate6:45 - Can earnings beat expectations?7:45 - The next AI trade11:08 - Too early for quantum?16:22 - Defense investing18:10 - Highest-conviction theme19:52 - When themes run their course21:17 - Leveraged ETFs29:30 - Popping the bubble debate31:17 - Follow Sylvia#podcast #investing #markets #macro #stocks #bitcoin #fed