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 the energy, utilities, data centers, and infrastructure needed to power AI’s growth.
Zephyr can help financial advisors locate the best ETF strategies for their clients. Learn more here.
Learn more about Defiance ETFs here.
00:00 Podcast Welcome Disclaimer
01:40 Meet Defiance ETFs
03:09 How ETFs Get Launched
07:10 Advisor Due Diligence Tips
10:16 Defense Tech And JEDI
14:39 Quantum And AI Power
20:40 What Products Come Next
22:45 Where To Learn More
23:25 Closing And Subscribe
