TIP483: Down But Not Out w/ Cathie Wood
We Study Billionaires - The Investor’s Podcast Network
Intro
This chapter analyzes ARK Invest's recent performance amid changing interest rates and potential deflationary trends. It highlights new investment strategies, market indicators, and the importance of transparency in financial research.
IN THIS EPISODE, YOU’LL LEARN:
- 06:22 - The recent bids on CDS through Credit Suisse, Deutsche Bank and others.
- 15:09 - Why Cathie recently stepped down as portfolio manager for 2 of ARKs ETFs.
- 23:30 - Cathie’s belief that we will experience a deflationary surprise, which could reverse the FED’s current plan of action.
- 26:33 - Cathie’s thoughts on energy, unemployment numbers and other market indicators.
- 34:58 - An updated view on Bitcoin, Microstrategy and Coinbase.
- 46:37 - ARKS new venture fund.
- 56:20- Tesla’s recent AI Day and it’s potential impact on jobs.
- And much, much more!
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
- Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
- ARK Invest Website.
- ARK’s New Venture Fund Website.
- Trey Lockerbie Twitter.
- Related Episode: Disruptive Innovation w/ Cathie Wood - TIP334
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