🎉 Welcome to the 400th episode of Money On Tap. Nine years. Four hundred conversations. To celebrate, the first four callers to 855-226-8551 each get their pick from four pieces of MOT swag. Phone calls only — email won't count.This week, Ben Brayshaw and Dan Michelon close The Railroads of… trilogy with the one that may make all the rest run faster: quantum computing.What you'll learn:
What a qubit actually is — and why "both 0 and 1 at once" changes everything
The three investable layers: cloud platforms · hardware (semis & cryogenics) · software
The four pure-play names: Rigetti (RGTI), IonQ (IONQ), D-Wave (QBTS), Quantum Computing Inc. (QUBT) — and what their +250% to +5,700% trailing moves really mean
The four big-tech quantum plays:Â IBM, Alphabet, Microsoft, Amazon
The four ETFs to research:Â QTUM, ARKQ, BOTZ, ROBO
The barbell approach for taking speculative exposure without betting the farm
Why the honest timeline says mid-2030s — and the energy problem nobody's talking about
How space, robotics, and quantum intersect — and why the railroads series mattered
Plus Money In The News:
Spotify and Peloton team up on a global fitness content hub
The AI splurge is costing big tech its workforce — Oracle plans to cut 40% of its workforce
Have software stocks reached the extreme washout yet? (And what the "SaaS-pocalypse" means for the next 12 months)
If the S&P 500 is up 10%, why isn't my portfolio? Because the S&P 500 is cap-weighted: seven stocks absorb about a third of every dollar, and the top 10 holdings make up 35–55% of most S&P funds. In 2026 those mega-caps lagged — the Mag Seven are collectively negative — while sectors like energy (+28.1%) and technology (+26.8%) led. If your ETFs overlap in the same top names, you own the laggards several times over. The fix starts with knowing what you actually own.
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