Did Nvidia kill quantum computing? Defiance ETF CEO weighs in

What do a rollercoaster quantum market, hawkish Fed commentary, and a sizzling grilled ribeye have in common? They’re the focus of the latest Trader Talk episode, with host Kenny Polcari and guest Sylvia Jablonski diving into the latest on Wall Street. From navigating quantum hype to predicting rate cuts, Polcari cuts through the noise to help you keep your portfolio intact.

In this episode, Polcari welcomes Sylvia Jablonski, CEO and CIO of Defiance ETF, who shares her expertise on the future of quantum investing. The two discuss the fallout from Nvidia CEO Jensen Huang’s recent claim that quantum computing is “15 to 30 years away,” which sent quantum stocks tumbling. Jablonski, however, is more optimistic, pointing to real-world use cases already taking shape in sectors like risk management and drug discovery. “Quantum already exists in some form,” she asserts. “We’re not waiting decades for innovation—it’s here, just not the flawless version people imagine.”

For those rattled by recent turbulence, Polcari doubles down on the importance of research. “Find the disruptors and do your homework,” he advises. “Big run-ups don’t guarantee sustainable stories—educate yourself and build positions methodically.”

No Trader Talk episode is complete without a culinary touch, and this week, Polcari offers a recipe to soothe market-induced stress: grilled ribeye on a bed of fresh arugula and red onions, finished with shaved Grana Padano. Simple, flavorful, and perfectly paired with actionable market insights.

Trader Talk with Kenny Polcari on Yahoo Finance delivers expert analysis and actionable insights. Drawing on decades of trading floor experience, we empower you to navigate market volatility and keep your portfolio from getting burned.

Watch more episodes of Trader Talk at https://finance.yahoo.com/videos/series/trader-talk/

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com. 

Yahoo Finance’s Trader Talk is hosted by Kenny Polcari and produced by Langston Sessoms.