sylvia jablonski, thank you very much. we appreciate it. rings] we came off the rails with the dow, at the close up 99. that is it for me on "the claman countdown." i will be back tomorrow. "kudlow" is next. ♪. larry: hello, everyone, welcome to "kudlow," i'm larry kudlow. so still no progress any on of the budget bills as we convene here tonight. so far nothing on infrastructure, nothing on reconciliation, really even a continuing resolution to perhaps get the government through the next month, nothing on that and no progress on raising the debt ceiling. so even while jpmorgan ceo jamie dimon warned yesterday that a u.s. default on

sylvia jablonski has the ingredient for that. o invest, sylvia? >> great to see you. i think lemonade is looking at future and the next generation of investing. the tech of the last decade looking forward would be something like 5g. 5g will power internet of things, power cloud, augmented reality, artificial intelligence, electric autos and. 5g is a place to look at. the second big place in the market we look at alternative energy resources. with biden going to spend, looking to spend billions of dollars in this space i think an area of the market that can benefit from that would be companies like ballard power, hydrogen etf. you're investing what should be a 11 trillion-dollar investment in the next decade or so you mentioned in your intro. i love tech. the great time to buy on the chips. historically the last 20 times the market has rallied back up from here. i think it's a slow september. volatility, you mentioned profits that to me means jump on in. 4 trillion plus dollars of cash in money markets paying zero and equities is t

. >> i want to bring in sylvia jablonski.p of hydro, high droved again, one of your etfs is a hydrogen etf. you have ballard power. i've been personally waiting 25 years for these stocks to pop. is it going to happen soon? >> it has been a long wait. >> a hell of a wait. >> it's a hell of a wait. some of the best things, getting in on the ground floor takes a long time to see the performance really multiply and i think full cells will come after ev. talked about tesla and some of the new cars and bat remembers and things coming to market. i think fuel cell is behind that. it will get a boost on cars, fuelcell operated cars. that is something big corporations are investing in. amazon might have fuel cell powered lifts in their warehouse. with the commitment of global leaders to have countries go climate neutral by 2050, corporations trying to get there even faster, the investment in the infrastructure plan particularly in alternative energy and hydrogen bodes really well for some of those names. america put out a number, they

joining us sylvia jablonski. devine has crypto fund etf yesterday i think you will eventually. it has to be part of the future, right? do you think it will live up to the hype? >> hi, charles, good to see you. i do think it will live up to the hype. i expect to see a lot of funds investing and different strategies related to crypto and bitcoin in the future. it has become institutionally adopted. there is talk the etf structure will perhaps be permitted which will make the underlying assets soar particularly bitcoin and ethereum. there is so much interest in this. i read something, there are 57 million nfts are out there right now. this is a growing space. people are interested in it. it is here to stay. charles: wow. no doubt about it. i do want to ask you about what has got to be the stock of the day. iron net was up as much as 41%. it is pulling back a little bit. it's a new spac. pulled back. double-bottom, bounced, sort of waffling. near a 50-day, maybe a break out point here. is the worst over in general fo

we have sylvia jablonski, along with constellation research founder ray wang.a passionate believer in the metaverse economy. you believe it will be 800 billion by 2027. i want to talk about the opportunities, beginning with a creator opportunity. where do i look to make money on the creator part of this metaverse? >> we have to think what are the big platforms out there and engines behind that, is unity, epoch, roblox, facebook to some exten. we'll see what other ones emerge over time. these create magically. these are all part of that, but really that engagement what happens between the experience and new worlds being created. roblox was good example. they have goods and services people using converting dollars to row robucks. they're creating new worlds and experiences. those are advertising opportunities, gaming media opportunities and social networking opportunities are popping up in there. charles: so, sill -- sylvia, you have an etf based on things that will mostly happen in the future. there are a couple i want to dig down in. quantum. quantum computing.

sylvia jablonski, cio and cofounder of defiance etf's.ing of japan, let's pick up where we left off. futures above 30,000 on a lot of these contracts as we approach the open. their front-runner has emerged to be the country's next prime minister, former foreign minister and current vaccines are -- czar be sued get backing for ldp leadership. let's turn to stephen engle in the studio to talk us through. his him? >> it is his to lose. there are three weeks until the leadership votes. a lot could happen but it is lining up in his favor. we just need to hear from him. are you going to run? he has not announced. clearly, everything is stacking up in his favor. he has the backing of the public, overwhelmingly, he has the most twitter followers, he is social media savvy, he has the backing of the biggest factions in the lgbt, he has the backing of the business community. now he has the backing of his chief rival according to the most recent public opinion poll. if sheba -- has run and lost every time to shinzo labbe. -- shinzo eight. we are hear