A Perspective on Investing and Innovation with CEO/CIO Cathie Wood | Big Ideas Summit 2019
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- čas přidán 24. 07. 2024
- ARK founder, CEO & CIO Cathie Wood presented at ARK's Big Ideas Summit 2019 on July 24 at the New York Stock Exchange. She answered follower-submitted questions and discussed topics, including investing in innovation and a portfolio-manager's perspective of the US-China trade war, with moderator Tom Staudt, ARK's COO, in a fast-paced, listener-friendly format.
Other Topics Include:
-Market Today Compared to "Dot Com" Bubble
-Where the Next Set of Growth Drivers May Come From
-Tesla
-US-China Trade War
-Negative Yield Curves and Deflationary Growth Cycles
-Comparing Innovation Periods
-What Will Support Continued Equity Growth
-How Innovation Survives a Slowing Economy
-How ARK Evaluates Innovation Companies
-Genomic Revolution
-Future Growth
-How She Believes Investment Management Firms Should Identify Growth Opportunities
The event featured a keynote address from Bloomberg's Eric Balchunas and a question-and-answer segment with ARK founder, CEO & CIO Cathie Wood, ARK Director of Research Brett Winton and Cornerstone Macro's Nancy Lazar. Topics include macroeconomic concerns, investing in innovation, capitalizing on long-term growth, ARK's original research and more.
The event was based on topics and research in ARK's annual Big Ideas publication. For more information, check out Big Ideas 2019: research.ark-invest.com/big-i...
Learn more about ARK: ark-invest.com/
Disclosure: bit.ly/1C5DBVL
Wow. She really thinks totally different than the rest of the analysts. I love her forward thinking. My favorite analyst.
Shyt doesn't seem other analysts think
Sorry to be offtopic but does someone know of a trick to log back into an instagram account?
I somehow forgot my account password. I love any assistance you can give me.
@Luke Marc instablaster =)
@Izaiah Flynn Thanks for your reply. I got to the site on google and Im in the hacking process atm.
Takes quite some time so I will get back to you later with my results.
@Izaiah Flynn It worked and I actually got access to my account again. I'm so happy!
Thank you so much, you saved my ass :D
@ 19:04 I've never heard anyone speak it more succinctly. I am a critical care RN with >30 yrs bedside. All I can say is, Cathie is spot on..."dead-on." Amazing!
I'm glad I found her. She speaks to things I have long suspected, and I'm not a big investor. I totally get the fist of what she is saying.
WOW! This lady is one of the few investment managers I listen to these days. Everyone else just parrots what the status quo is.
Amazing Insight. It's always a treat to watch Cathie Wood and Chamath Palihapitiya's interviews.
amazing point of view on the future , everyone should watch this !
Always delightful to hear from Cathie's opinions. So original so different!
I’m really impressed with Cathie....and have invested in her ETF’s
Why is there a countdown when she speaks? Don't constrain her.
Cathie - great conversation - I would want anyone who invests to listen to this especially in these times. I spend a lot of time on $TSLA and my thesis is (They don't even need) a self driving taxi business. They will not be able to make enough product to sell for years demand is huge and they don't advertise. The legacy guys are much further behind than many analysts admit and the vertical integration of Tesla is as disruptive as you can be when you think about the (Auto and Oil) industry. I think it is over for many legacy firms.
reading this just before Q2 2020 profits
Have you considered that perhaps the developments in their auto products are actually R&D for something larger?
Woooaw micro and macro perspectives.
brilliant!
Great video
Interesting stuff
I luv Cathie... only fund I would invest in.
Catherine Wood has gotten this 66 year old man excited about investing again. We have now reached the maturity in technology that the internet of the 90's was not ready to deliver. Now, just like at the turn of the 19th century, we are entering a golden age where several disruptive technologies have converged. I'm also excited by what Elon Musk is doing with rockets and his Boring Company. What a game changer.
on China vs US trade war question: i get the point that disruptive innovators flourish in tough times, but what if your competitors are also disruptive innovators themselves? see illumina vs BGI (chinese gene sequencing competitor)
wow
Awesome! :O I'm new to this "Nvesting" thing.. but Cathie sure isn't! Thank you.
The Wizardry Queen's in the building, make space folks!
The concern I have with CRISPR is that China is 10 to 20 years ahead of any Western company. They have cured cancer with Genomic Editing and the companies that Cathy is investing in have only tested Genomic editing in test tubes. How does this reconcile Cathy?
Gunna need evidence to believe they have cured cancer but somehow failed to reach headlines
@@hunternewberry5860 Google it, it was in the Western Headlines in 2015 and Cathy Woods has mentioned it several times.
There have been so many people cured in China that the last reports I saw was criticism that the Chinese researchers lost track of the patients cured.
@@harrychu650 will do. I had my nose shoved in textbooks in 2015, still surprising I could have missed it.
@@harrychu650 This article? Yes it says they lost track of patients...not that they were "cured". www.wsj.com/articles/chinese-gene-editing-experiment-loses-track-of-patients-alarming-technologys-inventors-11545994801
Which is Ark’s favorite? Invitae, Crisper or Illumina? Or all the above?
all three are in their top 10 holdings
Invitae 1-2 years should have turbo growth as its about to double ILMN long term is solid. But that might be a 1-2 years before it starts cranking again
It will be possible with cuts interest rates for a long period of time, but we could face a liquidity crunch and with a sovereign and a corporate debt that continue to increase as debt quality deteriorates, the fear is justified right now
Thought she was wrong about the recession but look at this boom during A pandemic
Tissemann
Cathie, how do you think all these industries are going to perform with the rapid aggravation of our climate catastrophy? Where do your analysts think that we are heading to?
Noob lade your best bet is buy air conditioning stocks. And stop watching msnbc.
No entity, public or private has done more than Tesla to change societal norms to sustainable energy. Yet the climate activist, public or private have refused to acknowledge and support the company's achievement. Moreover, Tesla has been fighting big oil and major autos for over 10 years without mainstream support.
@@lijie6431 Your reply is both missing the point & condescending, congrats!
@@harrychu650 Ok & agreed but what's your point? Do you think that it will make enough of a change in the small amount of time that we have left to act? The climate is already in a highly accelerating spiral. Same as the other one, you're missing the point of my questions and your reply is pointless.
Noob lade fine. That means cheaper air conditioning stocks for me.
The timer isn't a good idea for your company image.
Imagine they put up the question: What came first the chicken or the egg?
wonder if she would vote for andrew yang #cathieyang
Elle est vraiment intelligente.
15:52 I don't think you can call the S&P 500 or Wilshire 5000 index a "value trap". Over long periods of time, the index moves with GDP.
Legacy companies that fail, get kicked out of the index, and replaced by the next generation of innovators.
Здравей мене ме интересува само и единствено икономика на Швейцария ,ще дойде време , всички американски фирми, английски фирми германски фирми български фирми на територията на Швейцария ще им бъда шеф помни ми думи ми 2024😊😊😊😊😊😊😊😊
How to become Elon musk Step 1.one.. Make a gigga factory for student's. step #2 Splice our gen'es to have photograpic memory. step 3.Nurse and feed them with elon musk's mom droid bot's... read everybook Elon has. Step 4..Put up with your brothers crap.. and just go for it.
CATHIE WILL OUTPERFORM BUFFET IN 5 YEARS
I wish her all he best to achieve a 19.5% Return per Year but im pretty sure she will never reach that level :)
She focuses on every single topic out there she argues about Elecric Vehicles, Autonomous Driving, Robotics, AI, genomics, healtcare etc. she claims herself an expert in every single topic.
Thats just not possible for a human being in the Bull market the last 3-4 Years it was extremly easy to achieve good results she never proofed herself in a recession or something.
to overtake Buffets record in compund annual return she would need to repeat her return of 39% from the past 5 years another 25 years. She would be 90 then same age as buffet now. but do you think she is able to gain a return of 39% annualy over the next 25 years? When the bear market or a recession hits i think most of her invests are done we are in a bubble and she is one of the biggest profiteurs of this bubble
biotech is one of the weakest sectors right now. if it starts to turn around i'm interested but right now it could go lower.
Putting a timer on her makes u look bad
Comparing yeild curve in the 1920’s and 50 years forward I don’t think is wise. There is a vast different between real economic growth that was experienced as a product of hard times and productive years before and after the war. Today there is a purchased economic growth at several parts of the world that has not been payed for yet. We will pay for it one day and when we do, after the potential depression we will go through, we can start building something real and sustainable. We have to
try closer to 100 years forward, hmmm?
Crunchy ShadTV seeing what can happen in just 5 years or one year at the pace we are innovating at today, I think in 50 years our world will be so different it will be wiser to look at a 10 year timeframe and less. Innovation is picking up speed fast and we will not be able to keep up. True story
Who's Nancy that this guy is fixated on??
Hows that tesla to $4000 going?
Johnny Tommy good
Mine has 3X-ed since I bought it last year. See you at the $4,000 line.
It’s going well You really missed the mark genius.
Lol How’s that haterade taste?
Johnny Tommy lol keep your bad opinions to yourself..... you know now it back fired
I really enjoy and respect her perspective, but no way. The bond market has returned 10-15% plus this year and this sets the price of equities. I don't think there is a bubble, but a crisis just waiting for a human greed to trip up. The crisis of 2002 was tied to Enron then Lehman Brothers of 2008 and the crisis of 2020 is tied to insert name here. The only thing that has changed since 2008 is that 15 percent of the population has been pushed out of the equity market. Main Street uses the market as a glorified liquid savings account and the fact that 1% owns 38% of the equity market is just going to continue to expand. All money is accounted for in investing stocks, bonds, and real estate which is why disruptive technology is fun. The 20% of GDP that comes from real estate is all dependent upon jobs. The federal reserve is going to drop interest 1% to 1.5% until the post election 2020, which is going to continue to give a free pass to the overall market. If Tesla survives this insanity ARK you have my money but we need to climb over this Everest first.
Jonathan Johnson how right you were sir
My hope and fear is that Cathie is right, and we have a robust market along with four more years of Trump.
Trump is a baboon. Andrew Yang is where our future needs to go for the next 8 years. He understands everything Cathie is talking about. Trump doesn't even understand 3+6.