Contrarian Corner: Qubits, Metals, Military and Money
For advisors who use thematic or fixed income exposure, the episode frames how flows and investor behavior can affect how cooled-off themes are viewed, and sets expectations for patience in long-term thematic investing.
Summary
By the markets & outlook deskIn this edition of Contrarian Corner, WisdomTree's Jon Flynn and Christopher Gannatti discuss four themes where investor interest has cooled: quantum computing, rare earths and strategic metals, global defense, and core fixed income. They look at how interest rates, geopolitics and fund flows factor into these areas, and why patience and realistic expectations matter for long-term thematic investing.
- The discussion covers quantum computing, rare earths and strategic metals, global defense, and core fixed income.
- The speakers consider interest rates, geopolitics and fund flows as factors for these themes.
- They stress patience and realistic expectations for long-term thematic investing.
- They discuss how investor behavior can shape the way these themes are viewed.
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