{"podcast":{"title":"Full Signal","slug":"full-signal-7568617","podcast_index_feed_id":7568617,"rss_url":"https://anchor.fm/s/10b3e31fc/podcast/rss","website_url":"https://podcasters.spotify.com/pod/show/philrosen","image_url":"https://d3t3ozftmdmh3i.cloudfront.net/staging/podcast_uploaded_nologo/44735927/44735927-1762224313042-f105205d033e1.jpg","author":"Phil Rosen","episode_count":109,"summary":"Unpacking the highest-conviction investment ideas from the world's smartest investors. Award-winning journalist and market strategist Phil Rosen hosts top portfolio managers, capital allocators and Wall Street executives to uncover how they think about markets, pick stocks, manage risk and generate investment ideas. Phil is the Chief Market Strategist at ProCap Financial and the co-founder & CEO of Opening Bell Media. His daily markets newsletter reaches more than 200,000 investors every morning.","last_synced_at":"2026-09-16T00:17:48.487183+00:00","page_url":"https://stenobird.com/podcast/full-signal-7568617"},"episode":{"title":"Top Investment Chief: How to WIN the AI trade this decade","slug":"top-investment-chief-how-to-win-the-ai-trade-this-decade","published_at":"2026-07-22T12:00:00+00:00","page_url":"https://stenobird.com/podcast/full-signal-7568617/top-investment-chief-how-to-win-the-ai-trade-this-decade","show_page_url":"https://stenobird.com/podcast/full-signal-7568617","url":"https://podcasters.spotify.com/pod/show/philrosen/episodes/Top-Investment-Chief-How-to-WIN-the-AI-trade-this-decade-e3mch43","audio_url":"https://anchor.fm/s/10b3e31fc/podcast/play/123142723/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-6-21%2F428375111-44100-2-0c380e4bb7709.mp3","summary":"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","meta_description":"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…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1899,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/full-signal-7568617/episodes/top-investment-chief-how-to-win-the-ai-trade-this-decade/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/full-signal-7568617/top-investment-chief-how-to-win-the-ai-trade-this-decade.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}