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Defiance ETFs Explains Thematic Investing Strategy

Defiance ETFs Explains Thematic Investing Strategy

Host Ryan Nauman speaks with Brendan Cavanaugh, Chief Strategy Officer at Defiance ETFs, about today’s most important ETF trends and how Defiance decides what to launch. Cavanaugh explains Defiance’s lineup (thematic, leveraged/inverse, and derivative-based income ETFs) and emphasizes first-mover advantage, solving real investor problems, and creating products that advisors can explain clearly to different client types. They discuss thematic investing as a long-term approach, including Defiance’s JEDI ETF focused on drones and modern warfare amid rising global defense spending and evolving AI-driven conflict. The conversation also covers AI exposure through Quantum (quantum computing and machine learning) and AIPO, which targets…

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