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Watch on YouTube ↗  |  September 15, 2026 at 16:49  |  22:20  |  CNBC
Speakers
Sylvia Jablonski — Chief Investment Officer, Defiance ETFs
Justin Shack — Partner and Head of Market Structure, Rosenblat Securities

Summary

The ETF Edge panel discusses Defiance ETFs' filing for 16 hourly reset leveraged ETFs, which would provide 2x intraday exposure with hourly resets instead of daily resets. The conversation covers growing retail demand for leveraged and inverse products, market structure implications, and the rapid rise of AI-related thematic ETFs. Panelists also debate first-mover advantage in ETF issuance and the persistence of retail trading activity.

  • Defiance ETFs has filed for 16 two-times levered ETFs that reset hourly, targeting intraday traders who hold positions for less than a day.
  • Sylvia Jablonsky says the products are for sophisticated traders and can decay in volatile rangebound markets.
  • Justin Shack notes leveraged and inverse ETFs dominate trading volumes and that retail participation remains 25-35% of stock market volume.
  • AI-related thematic ETFs, including AI infrastructure, quantum, and AI power, are seeing insatiable demand according to Jablonsky.
  • First-mover advantage is described as critical for thematic ETF issuers due to intense competition.
  • Justin Shack cautions that retail traders may regret using highly risky products like sports books and prediction markets.
Ideas
Sylvia Jablonski Chief Investment Officer, Defiance ETFs 1:32
Hourly reset leveraged ETFs for intraday traders
Defiance has filed for 16 two-times levered ETFs that reset hourly rather than daily, covering top names such as Nvidia, Tesla, Meta, and Microsoft. The rationale is that sophisticated traders often hold existing daily 2x funds for less than a day to trade news, tweets, earnings, or drug-discovery announcements, and no product captures hourly compounding. These hourly reset products aim to provide more precise intraday exposure, though they can decay in volatile rangebound markets and are intended for sophisticated traders.
Defiance hourly reset leveraged ETFs HIGH
Sylvia Jablonski Chief Investment Officer, Defiance ETFs 10:25
AI thematic ETFs see insatiable demand
Sylvia says ETF investor appetite is insatiable for AI and AI infrastructure and related themes such as quantum, AI power, and capacitors. These thematic products have taken off very quickly, and ETFs provide diversified exposure to an AI sector that individual investors cannot easily trade themselves.
AIQ QUBT AI-SECTOR MED
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This CNBC video, published September 15, 2026, features Sylvia Jablonski discussing Defiance hourly reset leveraged ETFs, AIQ, QUBT, AI-SECTOR. 2 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Sylvia Jablonski  · Tickers: Defiance hourly reset leveraged ETFs, AIQ, QUBT, AI-SECTOR