Thank you for watching! If you decide you'd like to support our work with a subscription, the details on our Nanalyze Premium offering can be found here: www.nanalyze.com/subscription-plans/
I like that Cathy Wood publishes her research and her trading history. That level of transparency has helped her garner a significant following. She is articulate and charismatic. I think judging her performance on AUM however does not really reflect her performance, rather she is an excellent saleswoman who is very charismatic and makes bold predictions that get retail investors excited. Say any stock is going up 2,000% that appeals to the get rich quick crowd. I like monitoring her buys and sells and sometimes generate names to do some further digging. I was interested in her Genomics fund, as it isn't in my area of competence, but when I looked into it a few years ago the biggest holding was teledoc which has nothing to do with Genomics. I like some of the ideas, but could do without the showbusiness aspect.
Nice to see your pic Joe. I wouldn't have guessed that is your voice lol. I enjoy your analyses always. I wish could be a paid subscriber but I cannot afford your now. Hopefully in the future. Keep up with the good work.
Thank you for the feedback man! :) I've always believed that the only way to build a sustainable business around retail investors is to help them up front. You have to show people you can add value before they'll open their wallets. We're happy to have you as a subscriber on our channel and you just focus on building your wealth ;) Joe P.
I don't get it, if they believe AI is a big thing, why don't they bet on Google and Microsoft who are currently leaders in the AI race? I understand that the theme is about disruptive technology so the point is to bet on companies that can "disrupt" incumbents. But what makes they think someone can disrupt Google and Microsoft? You can't bet on some random company simply because it is a small player. Or is this just a marketing strategy to lure more people to buy their fund without worrying about the high risk?
Unfortunately the most exciting companies in these disruptive areas are private. Is there any way for small investors to get exposure to private companies. I know there's some funds that are listed. They're hard to find and there doesn't seem to be many.
Good questions. So ARK believes there are plenty of publicly traded opportunities, thus the reason for this marketing collateral to support their active ETFs. As you said, lots of potential can be found in startups, so ARK will push people to their venture fund offering (we've covered this before and may do an update on it - our previous criticisms were that it had too much publicly traded exposure). You can invest in startups using secondary exchanges, but again, good luck picking the winners. In short, this is the sort of thing we've written about a lot. There are ways, but there's also lots of risk.
I’m honestly not big on tech yet, I have said I basically let my index portfolio handle that and tech pushes it along ok enough. CW seems to provoke a love/hate reaction. I took time out to listen to her on several platforms and was left with the opinion that she 1) is a borderline tesla cheerleader and buying / pushing many of teslas promises that have yet to come to fruition. That’s a bit of a red flag for me 2) ark is very optimistic about its standing position. Good to have conviction. I don’t share it personally 3) when and if arks dreams and projections break into reality Anyone in the market is going to benefit, we are all just arguing over where the maximum to be had lies. I think I’m just more of a W Buffet style of investor and will continue to appreciate you guys and your dividend stock insights following Q closely with my own tweaks here and there. It’s fun to see where the portfolios cross
Great comment here! We're just like you ;) Most of our money is in Quantigence and we carry a tech portfolio so that we're eating our own dog food so to speak. Most investors start investing when they're attracted to shiny stuff. That's why we draw them in with tech content and then make sure they know that the only predictable way to grow wealth is by measuring and controlling risk. As for when the portfolios cross, I personally love that too! BTW, we have a Walmart video coming out soon that has some crossover. Stay tuned, and thank you for the thoughtful comment! Joe P.
Thanks again for excellent content. I hope you will revisit genomics at some point. Any advice for us that are looking for entry level finance jobs? Where would be a good place to start? Non sales. I found your dividend presentation illuminating, thank you!
You're most welcome. Great question on entry level finance jobs. Here's what you need to do. Let's assume you have achieved (or ideally) are in the process of achieving some sort of degree that applies to that aspiration (doesn't have to be in finance). You need to craft your story. You've always dreamed about a job in XYZ role at XYZ firm and you're willing to do anything to get it. Etc, etc. Craft your CV. Sit down and write a cover letter by hand, 5X, then hand it in person to 5 people at 5 firms. Cold call people on LinkedIn. Get aggressive. Stand out! I worked as a hiring manager for 10 years and I can promise you that the PHDs always stood out - that stands for Poor Hungry Determined. Be a PHD.
Yep, they want to increase the volume and interest in the stocks they purchase. They release the information they want you to see. It's called adding to the hype and hoping for the exuberance effect
It's not over until the overweight lady belts forth a tune. Plenty of institutional investors are backing Cathie and you would hardly call them foolish for doing so.
Really good video. With SaaS, will massive increases in productivity level the playing field, thus increasing competition and leading to price wars that destroy margins, or will the ability to use fewer developers save enough money to keep margins sustainable? The ability to automate much of development and not spend gazillions on technical manpower is definitely going to have a major impact one way or another.
Indeed you are right. Regarding increasing competition, large SaaS companies are working to entrench themselves pretty well do displacing them won't be easy.
Side comment, I've been thinking that China AI might have one competitive advantage, they might not care about copyright, they also have a massive centralized data operation. Leaving aside the censorship, doesn't it seem some allocation should be to China tech?
If you like to drive, can't you just rent a cool car now and then at a fraction of the cost of ownership? I'm always so confused when people have this opinion. People would really rather be driving aka staring at the road and having to remain alert rather than doing anything else for that entire trip duration (sleeping, eating, working, reading, playing a game, watching a film, messaging people, giving 100% attention to a phone conversation). I think this will be game-changing as I would guess that vast majority of people do not care about the feeling of being behind the wheel at all. Of course, very insightful video as always!
Great question on vehicle ownership. In the U.S. outside of major cities it's hard to see where people wouldn't want to drive. It's the culture. Of course, that's one country, but one of the most developed countries, so we'll see how it goes. Robotaxis will replace taxis and Uber drivers, but the extent they go beyond that is a tough call. Auto manufactures are going to be in a world of hurt if people do indeed decide that driving is not longer appealing.
I can't stand her hubris in predicting price targets. Her TSLA $2500 price target ambassadorship early on - it was cringe-worthy even for Elon. Clearly just trying to get headline attention. She needed to be knocked down a few pegs as she was "cramerizing" herself with this silliness. That move to FLorida shows bad taste tax situation aside.. Especially Tampa S Pete. I did approve her digs in Wilton CT however. Her ETF's are heavily shorted for good reason. Some of her ideas are downright wonky.
She's one of - if not the - most successful thematic managers ever. That's how finance works. Capturing AUM is the goal, not outperformance. The jury is still out on the latter.
I wonder if you have looked at Remitly or Wise in the past? Their success is likely contributing to Western Union's deteriorating fundamentals as well.
Forecasting where technological innovation will take us is one thing. Profiting off the available options is another. People who criticize Ms. Wood don't know how tough her job is. Generating alpha as an active manager is really tough, and confidence and conviction are mandatory attributes. We'll see how it goes. If in five years she says, "wait five years more" then she's kicking the ball down the road but that might be for good reason.
@@Nanalyze No one has been more disappointed in failed predictions than doomsday believers. Yet, you have to admire them for their unwavering optimism the whole world will finally end the next time. 😂
Good point! Someone once said the most compelling investment thesis has always been doom and gloom combined with a way to profit that nobody else sees coming :)
All the free videos on the channel are negative to something. Can you provide something that is positive to non-paid viewer. I am starting to get tired of the negative tone.
Not sure what "negative to something" means but there are over 460 videos on this channel. If you watched them all and think everything is negative, then maybe a critical approach to investing isn't for you. ;)
Who is ARK? That's my owner ,not everyone can do on my personal owner business or decided every changed my owner to someone else .. that's the big problems with trouble the laws ..
Thank you for watching! If you decide you'd like to support our work with a subscription, the details on our Nanalyze Premium offering can be found here: www.nanalyze.com/subscription-plans/
I like that Cathy Wood publishes her research and her trading history. That level of transparency has helped her garner a significant following. She is articulate and charismatic. I think judging her performance on AUM however does not really reflect her performance, rather she is an excellent saleswoman who is very charismatic and makes bold predictions that get retail investors excited. Say any stock is going up 2,000% that appeals to the get rich quick crowd. I like monitoring her buys and sells and sometimes generate names to do some further digging. I was interested in her Genomics fund, as it isn't in my area of competence, but when I looked into it a few years ago the biggest holding was teledoc which has nothing to do with Genomics. I like some of the ideas, but could do without the showbusiness aspect.
Great comment here, thank you!
Nice to see your pic Joe. I wouldn't have guessed that is your voice lol. I enjoy your analyses always. I wish could be a paid subscriber but I cannot afford your now. Hopefully in the future. Keep up with the good work.
Thank you for the feedback man! :) I've always believed that the only way to build a sustainable business around retail investors is to help them up front. You have to show people you can add value before they'll open their wallets. We're happy to have you as a subscriber on our channel and you just focus on building your wealth ;) Joe P.
I don't get it, if they believe AI is a big thing, why don't they bet on Google and Microsoft who are currently leaders in the AI race? I understand that the theme is about disruptive technology so the point is to bet on companies that can "disrupt" incumbents. But what makes they think someone can disrupt Google and Microsoft? You can't bet on some random company simply because it is a small player. Or is this just a marketing strategy to lure more people to buy their fund without worrying about the high risk?
Deciding who the leaders are right now is tough.
Unfortunately the most exciting companies in these disruptive areas are private. Is there any way for small investors to get exposure to private companies. I know there's some funds that are listed. They're hard to find and there doesn't seem to be many.
Good questions. So ARK believes there are plenty of publicly traded opportunities, thus the reason for this marketing collateral to support their active ETFs. As you said, lots of potential can be found in startups, so ARK will push people to their venture fund offering (we've covered this before and may do an update on it - our previous criticisms were that it had too much publicly traded exposure). You can invest in startups using secondary exchanges, but again, good luck picking the winners. In short, this is the sort of thing we've written about a lot. There are ways, but there's also lots of risk.
I’m honestly not big on tech yet, I have said I basically let my index portfolio handle that and tech pushes it along ok enough. CW seems to provoke a love/hate reaction. I took time out to listen to her on several platforms and was left with the opinion that she
1) is a borderline tesla cheerleader and buying / pushing many of teslas promises that have yet to come to fruition. That’s a bit of a red flag for me
2) ark is very optimistic about its standing position. Good to have conviction. I don’t share it personally
3) when and if arks dreams and projections break into reality Anyone in the market is going to benefit, we are all just arguing over where the maximum to be had lies.
I think I’m just more of a W Buffet style of investor and will continue to appreciate you guys and your dividend stock insights following Q closely with my own tweaks here and there. It’s fun to see where the portfolios cross
Great comment here! We're just like you ;) Most of our money is in Quantigence and we carry a tech portfolio so that we're eating our own dog food so to speak. Most investors start investing when they're attracted to shiny stuff. That's why we draw them in with tech content and then make sure they know that the only predictable way to grow wealth is by measuring and controlling risk. As for when the portfolios cross, I personally love that too! BTW, we have a Walmart video coming out soon that has some crossover. Stay tuned, and thank you for the thoughtful comment! Joe P.
thank you for no ads!!! we love you!!
We'll try to keep this up though the algos don't likely favor this
I predict Cathy gets abducted by aliens before that occurs....
And Musk will somehow be involved
Thank you , now I know what sectors to stay away from. Some of these projections border on delusion.
Extreme optimism.
Thanks again for excellent content. I hope you will revisit genomics at some point. Any advice for us that are looking for entry level finance jobs? Where would be a good place to start? Non sales.
I found your dividend presentation illuminating, thank you!
You're most welcome. Great question on entry level finance jobs. Here's what you need to do. Let's assume you have achieved (or ideally) are in the process of achieving some sort of degree that applies to that aspiration (doesn't have to be in finance). You need to craft your story. You've always dreamed about a job in XYZ role at XYZ firm and you're willing to do anything to get it. Etc, etc. Craft your CV. Sit down and write a cover letter by hand, 5X, then hand it in person to 5 people at 5 firms. Cold call people on LinkedIn. Get aggressive. Stand out!
I worked as a hiring manager for 10 years and I can promise you that the PHDs always stood out - that stands for Poor Hungry Determined. Be a PHD.
I am very thankful to Ark because all their research is open source and they publish it for anyone to access.
Agree! Especially their Excel spreadsheets you can tinker with.
Yep, they want to increase the volume and interest in the stocks they purchase. They release the information they want you to see. It's called adding to the hype and hoping for the exuberance effect
With the high fee, she should expect huge profits. No shortage of fools to give her that.
It's not over until the overweight lady belts forth a tune. Plenty of institutional investors are backing Cathie and you would hardly call them foolish for doing so.
Noah's arc couldn't hold all those fees!
Thanks ! Love you channel. Any updates on pot stocks? Seems like the sector is finally set to take off after so many years of suffering!
Really glad to hear you're loving our channel! :) Our last piece on cannabis was three months ago: czcams.com/video/abcaCiLZzPw/video.html
Really good video. With SaaS, will massive increases in productivity level the playing field, thus increasing competition and leading to price wars that destroy margins, or will the ability to use fewer developers save enough money to keep margins sustainable? The ability to automate much of development and not spend gazillions on technical manpower is definitely going to have a major impact one way or another.
Indeed you are right. Regarding increasing competition, large SaaS companies are working to entrench themselves pretty well do displacing them won't be easy.
Was the photo made in Lofoten Norway?
Antarctica :)
@@Nanalyze wow amazing!
Side comment, I've been thinking that China AI might have one competitive advantage, they might not care about copyright, they also have a massive centralized data operation. Leaving aside the censorship, doesn't it seem some allocation should be to China tech?
The problem with Chinese tech is VIE structures, covered here: www.nanalyze.com/2022/08/dangers-chinese-stocks-warning/
If you like to drive, can't you just rent a cool car now and then at a fraction of the cost of ownership? I'm always so confused when people have this opinion. People would really rather be driving aka staring at the road and having to remain alert rather than doing anything else for that entire trip duration (sleeping, eating, working, reading, playing a game, watching a film, messaging people, giving 100% attention to a phone conversation). I think this will be game-changing as I would guess that vast majority of people do not care about the feeling of being behind the wheel at all.
Of course, very insightful video as always!
Great question on vehicle ownership. In the U.S. outside of major cities it's hard to see where people wouldn't want to drive. It's the culture. Of course, that's one country, but one of the most developed countries, so we'll see how it goes. Robotaxis will replace taxis and Uber drivers, but the extent they go beyond that is a tough call. Auto manufactures are going to be in a world of hurt if people do indeed decide that driving is not longer appealing.
3:59 How is she winning when she’s already lost almost 73% of her fund?
Here's a piece you might enjoy on ARK's performance which helps answer that: czcams.com/video/QCGW4HOKqq8/video.html
Dude , how did you clarify block or SQ as blockchain? It's just provided payment solutions , mostly pos , also how is HOOD a blockchain play ?
Stretchin
Thanks for the gems, Joe!
You're most welcome man! This was a really fun video to present and I learned a lot from it. Joe P.
I can't stand her hubris in predicting price targets. Her TSLA $2500 price target ambassadorship early on - it was cringe-worthy even for Elon. Clearly just trying to get headline attention. She needed to be knocked down a few pegs as she was "cramerizing" herself with this silliness.
That move to FLorida shows bad taste tax situation aside.. Especially Tampa S Pete. I did approve her digs in Wilton CT however. Her ETF's are heavily shorted for good reason. Some of her ideas are downright wonky.
She's one of - if not the - most successful thematic managers ever. That's how finance works. Capturing AUM is the goal, not outperformance. The jury is still out on the latter.
I wish crashie woods would pay for my nanalyze premium
With our new referral/affiliate program coming out Nanalyze Premium can pay for itself and more. Cold hard cash for referrals ;)
with inflation being what it is they probably will generate trillions of dollars 😂
Cathie's forte is economics so maybe that's part of her master plan :)
I wonder if you have looked at Remitly or Wise in the past? Their success is likely contributing to Western Union's deteriorating fundamentals as well.
We have (www.nanalyze.com/2021/09/remitly-stock/) and will have a more updated piece coming out soon.
I invested in ARKX because it's going to 1000x
Don't play around. Add a few more zeroes to that estimate otherwise people won't take you seriously. ;)
Haha the rage @ ILMN , seems a lot of people feel that way.
Yep. They have been consistently making bad M&A choices and incurring the wrath of Carl Icahn is no small feat.
@joe your voice sounds like you are in your 20- or early 30s but you experience doesn’t correlates to your voice.
Cheers for that! I'm in my late 40s :) Joe P.
AbCellera!
Speak of the devil: czcams.com/video/vjRS0gKxA-c/video.html
I used to be skeptical of Cathie Wood, but I have a feeling that she is going to be right this time around. Go Cathie!!!
Forecasting where technological innovation will take us is one thing. Profiting off the available options is another. People who criticize Ms. Wood don't know how tough her job is. Generating alpha as an active manager is really tough, and confidence and conviction are mandatory attributes. We'll see how it goes. If in five years she says, "wait five years more" then she's kicking the ball down the road but that might be for good reason.
@@Nanalyze thanks for the feedback and I agree with your sentiment.
@@Nanalyze No one has been more disappointed in failed predictions than doomsday believers. Yet, you have to admire them for their unwavering optimism the whole world will finally end the next time. 😂
Good point! Someone once said the most compelling investment thesis has always been doom and gloom combined with a way to profit that nobody else sees coming :)
Being skeptical 🫤 or exuberance about Cathy is just human emotion !! Very little to-do with her stock picks or their business performance 🤔
Your grandma will use an LLM to interface with smart contracts deployed on a public blockchain, that's one of the ai + blockchain interaections
Grandma best be getting rid of that landline first so she's not exposed to some very clever generative AI scammers...
All the free videos on the channel are negative to something. Can you provide something that is positive to non-paid viewer. I am starting to get tired of the negative tone.
Not sure what "negative to something" means but there are over 460 videos on this channel. If you watched them all and think everything is negative, then maybe a critical approach to investing isn't for you. ;)
❤
I'm not a smart man. But I know what love is.
Bash traders that attempt to time the market but approve of Cathie? Interesting
You'll need to elaborate on that comment for it to make any sense.
@Nanalyze not sure elaboration will help on that "point" because nonsense is always nonsensical
How so?
Who is ARK? That's my owner ,not everyone can do on my personal owner business or decided every changed my owner to someone else .. that's the big problems with trouble the laws ..
You'll need to spell that out a little bit more k-dawg