Reverse Ponzi Scheme
The Compound and Friends
00:00
Innovative Investment Insights
This chapter explores the performance and returns of ARK Investments, analyzing success factors while addressing skepticism towards innovation stocks. It dissects returns across innovation categories, evaluates historical patent data, and discusses the shift from growth to glamour stocks, emphasizing the importance of quality and market sentiment. The conversation highlights investment strategies amid evolving market conditions and contrasts performance metrics of various portfolios, leading to insights on future trends and challenges.
Transcript
Play full episode
