Futurum Equities Podcast Shay & Daniel Have A Special Announcement | Futurum Equities Ep. 28
Jan 22, 2026
In this engaging discussion, Sylvia, CEO of Defiance ETFs, unveils the Retail Kings ETF (RKNG), aimed at capturing next-gen tech leaders. She shares insights into the ETF's construction and the importance of retail investors in today's market. The hosts, Daniel and Shay, explore the dynamics of market pullbacks as buy opportunities and dive into AI's transformative impact on various industries. Sylvia also reveals the challenges faced during the regulatory process of the ETF launch, adding an intriguing behind-the-scenes perspective.
AI Snips
Chapters
Books
Transcript
Episode notes
AI Dominated Davos And Market Focus
- AI dominated conversations at Davos and is the primary driver reshaping economies and enterprise decisions.
- Key topics included AI's impact on jobs, energy demand, sovereign AI, and enterprise adoption.
Memory Is The New Scarce Resource
- Memory (DRAM/NAND) is becoming the bottleneck as AI models demand longer context windows and more storage.
- Micron and memory-equipment suppliers face multi-year strong demand before supply catches up.
Buy The AI Infrastructure Dip
- Buy into infrastructure and AI-related builders during market dips as long-term secular demand persists.
- Favor data centers, power, chips, and memory over frothy SaaS multiple bets.
