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

Page: https://stenobird.com/podcast/full-signal-7568617/top-investment-chief-how-to-win-the-ai-trade-this-decade
Text version: https://stenobird.com/podcast/full-signal-7568617/top-investment-chief-how-to-win-the-ai-trade-this-decade.md
Podcast: [Full Signal](https://stenobird.com/podcast/full-signal-7568617)
Published: 2026-07-22T12:00:00+00:00
Episode link: https://podcasters.spotify.com/pod/show/philrosen/episodes/Top-Investment-Chief-How-to-WIN-the-AI-trade-this-decade-e3mch43
Audio file: https://anchor.fm/s/10b3e31fc/podcast/play/123142723/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-6-21%2F428375111-44100-2-0c380e4bb7709.mp3
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JSON: https://stenobird.com/v1/public/podcasts/full-signal-7568617/episodes/top-investment-chief-how-to-win-the-ai-trade-this-decade
Duration seconds: 1899

## Resource

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/subscribe Follow Phil on X: https://x.com/philrosenn Follow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/ 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 #podcast #investing #markets #macro #stocks #bitcoin #fed

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## Transcript

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