Reflexivity Research

Felix: It's extremely unlikely that you will get bullish on any of those assets unless there's a major change in central bank policy just to be clear. Cathie Wood: I'm not bothered as much with the fundamental technological thesis is behind Cathie Wood stocks. Felix: The most dangerous thing is to be in the middle where you tell yourself and other people that you're a fundamental analyst, but really you're not.Cathie Wood: Just be honest with yourself and your intentions. You could go run some discounted cash flows on some value stocks, but also admit to the fact of yourself that you're buying these hyper growth assets for different reasons.

Transcript

Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.