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189: From Vision to Valuation: Disrupting the Future - With Cathie Wood, Founder & CEO of ARK Invest
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Content provided by Simon Brewer and Will Campion and Money Maze Podcast. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Simon Brewer and Will Campion and Money Maze Podcast or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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.
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.
Cathie explains why studying under Arthur Laffer inspired her to think about private sector disruptive innovation driving growth.
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.
She continues by discussing idea generation and Ark’s big themes including multiomic sequencing, energy storage and robotics.
She discusses risk, benchmarks, setbacks, and where to go to find work in an AI disrupted world.
The Money Maze Podcast is kindly sponsored by Schroders, IFM Investors, World Gold Council and LSEG.
Sign up to our Newsletter | Follow us on LinkedIn | Watch on YouTube
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.
Cathie explains why studying under Arthur Laffer inspired her to think about private sector disruptive innovation driving growth.
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.
She continues by discussing idea generation and Ark’s big themes including multiomic sequencing, energy storage and robotics.
She discusses risk, benchmarks, setbacks, and where to go to find work in an AI disrupted world.
The Money Maze Podcast is kindly sponsored by Schroders, IFM Investors, World Gold Council and LSEG.
Sign up to our Newsletter | Follow us on LinkedIn | Watch on YouTube
223 episodes
189: From Vision to Valuation: Disrupting the Future - With Cathie Wood, Founder & CEO of ARK Invest
MP3•Episode home
Manage episode 522558696 series 2893790
Content provided by Simon Brewer and Will Campion and Money Maze Podcast. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Simon Brewer and Will Campion and Money Maze Podcast or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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.
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.
Cathie explains why studying under Arthur Laffer inspired her to think about private sector disruptive innovation driving growth.
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.
She continues by discussing idea generation and Ark’s big themes including multiomic sequencing, energy storage and robotics.
She discusses risk, benchmarks, setbacks, and where to go to find work in an AI disrupted world.
The Money Maze Podcast is kindly sponsored by Schroders, IFM Investors, World Gold Council and LSEG.
Sign up to our Newsletter | Follow us on LinkedIn | Watch on YouTube
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.
Cathie explains why studying under Arthur Laffer inspired her to think about private sector disruptive innovation driving growth.
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.
She continues by discussing idea generation and Ark’s big themes including multiomic sequencing, energy storage and robotics.
She discusses risk, benchmarks, setbacks, and where to go to find work in an AI disrupted world.
The Money Maze Podcast is kindly sponsored by Schroders, IFM Investors, World Gold Council and LSEG.
Sign up to our Newsletter | Follow us on LinkedIn | Watch on YouTube
223 episodes
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