Trumponomics Bonus: Cathie Wood Says the Trump Era Is Reviving Corporate Risk Appetite
Jun 28, 2025
Cathie Wood, founder and CEO of ARK Investment Management, joins the conversation, sharing her views on the 'great rotation' out of US equities. She discusses how investors are moving from safe-tech stocks to riskier assets and the implications for the US dollar. The discussion delves into the impact of Trump's policies on global markets, particularly regarding emerging opportunities in innovation and the changing landscape of corporate risk appetite. Insights on US-China trade dynamics and the competitive rise of China's industries add depth to this intriguing analysis.
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U.S. Market Rebalancing From Mag-6
- The U.S. stock market has seen a rebalancing away from concentrated tech giants known as the Mag-6.
- New capital spending and acquisition activity are encouraging more risk-taking beyond this concentrated group.
Deregulation Fuels U.S. Innovation
- Deregulation and reduced corporate tax rates in the U.S. are fostering increased risk-taking and capital spending.
- Healthcare deregulation, in particular, is a provocative and positive development for innovation.
Digital Assets and AI Leaders
- The digital asset revolution is returning strongly, with Coinbase and Circle among top investment positions.
- Tesla is viewed as a major AI project including robotaxis and humanoid robots.