##  [# The Most Compelling Investment Thesis You’ll Hear in 2026](/sections/podcasts/most-compelling-investment-thesis-youll-hear-2026) 

 

# The Most Compelling Investment Thesis You’ll Hear in 2026

 

 

Defiance ETFs, home to over 80 ETFs, recently launched a fund that may be the most powerfully personal story and strategy to come to market this year, allowing investors to do good while also investing in the real opportunities around autism causes, research, and needs. Built from a place of heart and personal experience, this is one fund and episode of *Behind the Ticker* you don’t want to miss.



 

 

 

 

 [![BehindThetickerImage_V2](/sites/default/files/styles/author_image_icon/public/2026-01/BehindThetickerImage.png?itok=OVcBTS2u "BehindThetickerImage_V2")](/authors/behind-ticker) 

[By Behind The Ticker](/authors/behind-ticker)

 Jul 02, 2026

 Edited by: ETF.com Staff

 

 

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In this episode of *Behind the Ticker,* Brad Roth, CIO of Thor Financial Technologies, sits down with Sylvia Jablonski, CEO of Defiance ETFs, to talk the [**Defiance Autism Impact ETF (ASD)**](https://www.etf.com/ASD), a fund built from personal experiences that also donates profits to furthering autism research and causes. The conversation also covers the [**Defiance Daily Target 2X Long SpaceX ETF (SPCU)**](https://www.etf.com/SPCU) and the surge investor interest in the space industry.

You can watch this conversation[ **here**](https://www.etf.com/sections/podcasts/behind-ticker-asd-spcu-defiance-etfs) or on your [**YouTube channel**](https://youtu.be/H-Ds73uxZ1Q), or listen on [**Spotify**,](https://open.spotify.com/episode/4nVDspA0RxqKv4ebSa6u1Y?si=7fc31b7c7896437f) [**Apple Podcasts**](https://podcasts.apple.com/us/podcast/the-first-autism-impact-etf-and-100-of-profits-go/id1682702118?i=1000774522155), or any of your preferred streaming platforms.

## A Powerful ETF Story Built on Personal Experience

- **Defiance ETFs has grown into a powerhouse**, managing over $13 billion in AUM across 80+ ETFs since its founding in 2018. CEO Sylvia Jablonski, whose career was built inside the ETF industry across leveraged, inverse, and thematic products, has helped shape a firm identity built around getting disruptive ideas to market faster than anyone else.
- **The Defiance Autism Impact ETF (ASD) launched June 2nd as the first ETF of its kind**, born from founder Matt Bielski's personal experience raising a child on the autism spectrum. The fund covers the full autism care ecosystem, from behavioral health and diagnostics to biotech and educational platforms, and donates 100% of net advisory profits to autism causes for the first two years.
- **The investment case for ASD is as compelling as the mission behind it**, with one in 31 children currently diagnosed with autism spectrum disorder and no FDA-approved treatments yet available for core symptoms. Sylvia frames this as a nascent space at an early commercialization phase, where the convergence of AI, biotech, and behavioral health is setting up for meaningful innovation over the next decade.
- **On the space economy front, Defiance launched** [**SPCU**](https://www.etf.com/SPCU), a 2X leveraged long SpaceX ETF timed around one of the largest IPOs in history. The firm already runs one of the most complete suites of space-themed products on the market, making Defiance a one-stop shop for investors looking to express a precise view on the future of space.

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*Disclaimer: The market insights, projections, and investment strategies expressed in this article are solely those of the contributor and do not necessarily reflect the views or opinions of ETF.com. This content is provided for informational purposes only and does not constitute financial, investment, or legal advice.*



 

 

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 Related Topics  [Equity](http://www.etf.com/topics/equity) 

 [Thematics](http://www.etf.com/topics/thematic-etfs) 

 [Defiance](http://www.etf.com/topics/defiance)