189: From Vision to Valuation: Disrupting the Future - With Cathie Wood, Founder & CEO of ARK Invest
DEC 4, 202582 MIN
189: From Vision to Valuation: Disrupting the Future - With Cathie Wood, Founder & CEO of ARK Invest
DEC 4, 202582 MIN
Description
<div>When we interviewed Howard Marks in March of 2025, he observed, “It's the pioneers who get the arrows”. Many consider a 21st century investment pioneer to be Cathie Wood.<br>
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She embraces disruptive innovation themes early, has faced intense criticism during large drawdowns, has reshaped ETF thinking and is characterised as bold, influential, and controversial. <br>
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Cathie explains why studying under Arthur Laffer inspired her to think about private sector disruptive innovation driving growth. <br>
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She explains how multiple S curves can operate simultaneously, and how Ark fuses the macro and thematic with bottom-up conviction, along with the volatility. <br>
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She continues by discussing idea generation and Ark’s big themes including multiomic sequencing, energy storage and robotics. <br>
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She discusses risk, benchmarks, setbacks, and where to go to find work in an AI disrupted world. <br>
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The Money Maze Podcast is kindly sponsored by <a href="https://www.schroders.com/en/global/individual/%22%20/t%20%22_blank">Schroders</a>, <a href="https://www.ifminvestors.com/en-gb/">IFM Investors</a>, <a href="https://tracker.gold.org/l/824153/2024-03-19/bffk1">World Gold Council</a> and <a href="https://www.lseg.com/en">LSEG</a>. <br>
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