This week’s Alpha Trader podcast features hosts Aaron Task and Stephen Alpher talking with Sylvia Jablonski, co-founder and CIO of Defiance ETFs.
Among the topics covered:
The conundrum of falling long-term Treasury yields as inflation moves higher
Jablonski’s expectation that the inflation scare will be transitory, and won’t derail the continuation of the reopening trade
Why the recent underperformance of FAANG names like Apple and Amazon provides a great buying opportunity for long-term oriented investors
Her take on Paul Tudor Jones calling the current state of fiscal and monetary policy “batsh*t crazy,” and where she thinks the might be the best way to play the inflation trade
Why Jablonski thinks cryptocurrency might be a generational opportunity, and she holds Bitcoin (BTC-USD) and Ethereum (ETH-USD) in her personal portfolio.
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