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Thematic ETFs, Tech Growth, and Investment Opportunities
In this chapter, the host and guest discuss the performance of thematic ETFs, particularly the Defiant ETFs, during market cycles. They explore the evolving focus of thematic ETFs on tech growth and innovation, using the example of a quantum ETF that suffered in 2022 due to the bear market in tech stocks. The speakers also discuss investment opportunities in the current market, emphasizing the potential of technology-themed ETFs to outperform in the long term.