logo
episode-header-image
Today
42m 56s

Is Quantum Computing a Real Investment o...

Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
About this episode

IonQ shares rallied sharply after the company announced a major quantum computing breakthrough, reigniting investor excitement around a technology that has long been described as transformational but perpetually years away. We cut through the hype to ask whether quantum computing is finally an investable theme or still a speculative frontier.

Today's Stocks & Topics: McKesson Corporation (MCK), Market Wrap, Smithfield Foods, Inc. (SFD), Strategic Education, Inc. (STRA), Treasury Yields, Fair Isaac Corporation (FICO), Is Quantum Computing a Real Investment or Just Hype?, Realty Income Corporation (O), Portfolio Diversification.



Our Sponsors:
* Check out Anthropic and use my code claud.ai/invest for a great deal: https://www.anthropic.com
* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.com
* Check out Scribe and use my code scribe.how/invest for a great deal: https://scribe.com


Advertising Inquiries: https://redcircle.com/brands
Up next
Sep 23
Investors Borrowed $1.45 Trillion to Buy Stocks: Is Record Margin Debt a Warning or Just Noise?
Margin debt climbed roughly $37 billion in August to $1.45 trillion, the second-highest reading on record, and borrowing has now grown 140% since the end of 2022 while the S&P 500 gained 98%. We will break down what leverage at roughly 4.5% of GDP actually tells investors about m ... Show More
45m 58s
Sep 23
The Weight-Loss Drug Boom Hits Its Middle Age: What the GLP-1 Economy Means for Your Portfolio
The obesity drug market is shifting from scarcity to fierce competition, as new pills, direct-to-consumer pricing and looming patent expirations upend what was once a two-player race. With one in five U.S. households now including a GLP-1 user, we will break down what the next ph ... Show More
45m 54s
Sep 22
AI Stocks Selloff 2026: Overreaction or a Real Warning Sign for Investors?
Anthropic's bombshell disclosure that its Claude AI was used for weapons research, spying, and cyberattacks sent AI-related stocks tumbling this week, raising fresh questions about the sector's regulatory future. We will dig into whether this is a buying opportunity in a dip or a ... Show More
48m 57s
Recommended Episodes
Aug 2022
Why central banks are baffling investors
<p>The Federal Reserve has spent more than a decade buying up government debt as part of a post-2008 program to support the economy, also known as quantitative easing. Now with inflation reaching record highs, those days are over, and a new era of quantitative tightening is emerg ... Show More
17m 38s
Jul 2022
What the Fed's Big Balance Sheet Unwind Means for Markets
The Federal Reserve recently began shrinking its massive balance sheet, unwinding trillions of dollars worth of bond purchases that it started making during the depths effort to offset the effects of the Covid-19 pandemic. It's not the first time that the Fed has undertaken 'quan ... Show More
47m 18s
Feb 2022
Fed says QE is Really Very Super Extra Terrific [Eurodollar University, Ep. 187]
<p>The US government bond market appears to be out of step with CPI, a booming economy and money printing by central banks - what gives? We review two Federal Reserve officials explain that QE is very, really, super powerful (and that's why the bond market signals are haywire).</ ... Show More
24 m
Listen to millions of songs and podcasts on Anghami