Cathie Wood

speaker

930 appearances 6 recordings 5 series first heard Jun 2025 last heard 16 Feb

Cathie Wood’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 5 in all, peaking in Feb 2026 with 3.

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That's when truly disruptive innovation started to

to shine and the stock market started to broaden out from the very concentrated max six strategies into much more widespread disruptive innovation.

In other words, risk appetite and time horizon is starting to extend here.

And I think the tax package, especially the corporate tax cuts, which most people haven't focused on,

full depreciation of structures first year they're put in service, full expensing of equipment, R&D domestic and software in year one.

These are huge, huge incentives to invest now.

And I think that's exactly what's going to happen.

And you can see the difference here, the truly disruptive innovation we would expect.

Now we did this chart at the end of last year, during the next five years to deliver a compound annual rate of return of roughly 50%.

Now we've had some of that.

So maybe it's 40 to 45% compound annual rate of change.

And this is in the public equity world.

In the private world, just wait until you see.

With that, disclosures, of course.

They know the disclosures.

Ladies and gentlemen, Kathy Wood.

So I'm going to just correct that a bit.

Okay.

Our official for bull case is 1.5 million.

Now, what got us to that 3.8 is using modern portfolio theory.

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