Cathie Wood is betting that we’re only at the beginning of a technological transformation decades in the making. The ARK Invest founder & CEO joins us to unpack why AI is accelerating faster than expected, how robotaxis and humanoid robots could reshape the physical world, and why healthcare may be one of the market’s most overlooked AI opportunities. Plus, Cathie shares her latest thinking on Bitcoin, crypto, managing risk after ARK’s wild pandemic-era ride and the companies she believes could eventually reach trillion-dollar valuations.
In this episode:
00:00 The technologies changing everything
02:05 Why innovation is accelerating
07:52 AI, gene editing & the future of healthcare
11:04 How ARK finds breakthrough technologies
19:31 Cathie Wood’s latest Bitcoin and crypto thesis
27:44 What ARK learned about risk
30:48 Is AI becoming a bubble?
39:00 The next trillion-dollar companies
Stocks & ETFs Mentioned: Tesla (NASDAQ: TSLA), NVIDIA (NASDAQ: NVDA), Palantir Technologies (NASDAQ: PLTR), CRISPR Therapeutics (NASDAQ: CRSP), Intellia Therapeutics (NASDAQ: NTLA), Bitcoin (BTC), Ethereum (ETH), Solana (SOL), Hyperliquid (HYPE), Cloudflare (NYSE: NET), Visa (NYSE: V), Salesforce (NYSE: CRM), Apple (NASDAQ: AAPL), Alphabet (NASDAQ: GOOGL), SpaceX (NASDAQ: SPCX)
———
Want to get involved in the podcast? Record a voice note or send us a message
And come and join the conversation in the Equity Mates Facebook Discussion Group.
———
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
We’re particularly excited to share our latest show: Basis Points
Listen to the podcast (Apple | Spotify)
Watch on YouTube
Read the monthly email
———
Looking for some of our favourite research tools?
Download our free Basics of ETF handbook
Or our free 4-step stock checklist
Find company information on TIKR
Research reports from Good Research
Track your portfolio with Sharesight
———
This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
