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Cathie Wood

👤 Speaker
849 total appearances

Appearances Over Time

Podcast Appearances

The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood

Well, I think you're going to do very well. So, TSM though, is where all the chip manufacturers go for production. It is the most sophisticated manufacturer of chips in the world. There is geopolitical risk there. Most of its business is in Taiwan. It is diversifying into, certainly into the US and I think even into Europe. So I think that will continue to be a very important company as well.

The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood

So I'd have to give you, and they're listed on our website, and I won't go in order, I'm sure. But of course, Tesla, Coinbase... Robinhood. Roku ist ein operating system for connected TVs, highly misunderstood stock. CRISPR Therapeutics, which is gene editing for sickle cell disease and beta thalassemia. Palantir, I think I've mentioned in the AI software space. Archer just moved into the top 10.

The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood

So I'd have to give you, and they're listed on our website, and I won't go in order, I'm sure. But of course, Tesla, Coinbase... Robinhood. Roku ist ein operating system for connected TVs, highly misunderstood stock. CRISPR Therapeutics, which is gene editing for sickle cell disease and beta thalassemia. Palantir, I think I've mentioned in the AI software space. Archer just moved into the top 10.

The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood

It's the eVTOL company and it also signed a deal, an exclusive deal on both sides, which was quite impressive, with Andoril, which is the most sophisticated defense tech play and is Roblox? Oh, that's the one we're missing. Roblox.

The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood

It's the eVTOL company and it also signed a deal, an exclusive deal on both sides, which was quite impressive, with Andoril, which is the most sophisticated defense tech play and is Roblox? Oh, that's the one we're missing. Roblox.

The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood

Yes, it's a user-generated gaming company. And it's also a social platform. It started for children younger than 13 years old. And what's interesting about it is they've stayed with it because 60% of its user base now is above 13, which is very interesting. It's the largest user-generated platform Content Provider out there.

The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood

Yes, it's a user-generated gaming company. And it's also a social platform. It started for children younger than 13 years old. And what's interesting about it is they've stayed with it because 60% of its user base now is above 13, which is very interesting. It's the largest user-generated platform Content Provider out there.

The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood

And what is fascinating about it is, I know one of my friend's daughter has started her own dress shop on Roblox. And what she doesn't understand is that she's learning about business, but she's also learning how to code, especially in this new vibe coding world. So I think it's going to be a very important company going forward. The interesting thing about gaming

The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood

And what is fascinating about it is, I know one of my friend's daughter has started her own dress shop on Roblox. And what she doesn't understand is that she's learning about business, but she's also learning how to code, especially in this new vibe coding world. So I think it's going to be a very important company going forward. The interesting thing about gaming

The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood

und Technologietransitionen ist, dass es das einzige Unternehmensmedium ist, das sich nicht mit Technologietransitionen auseinandergesetzt hat. Es ist tatsächlich gestiegen, weil diejenigen, die ihre Spiele von 25 Jahren her lieben, sie immer noch spielen. Es ist gestiegen mit jeder Technologie-Revolution. User-generiertes Content in Gaming ist das nächste große Ding.

The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood

und Technologietransitionen ist, dass es das einzige Unternehmensmedium ist, das sich nicht mit Technologietransitionen auseinandergesetzt hat. Es ist tatsächlich gestiegen, weil diejenigen, die ihre Spiele von 25 Jahren her lieben, sie immer noch spielen. Es ist gestiegen mit jeder Technologie-Revolution. User-generiertes Content in Gaming ist das nächste große Ding.

The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood

A couple of things. Averaging into... either an ETF. What's an ETF? ETF, Exchange Traded Fund. So it treats a group of stocks like one stock. So ARKK is, it's nearly, it's 35, 36 stocks But you can buy them by purchasing ARKK.

The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood

A couple of things. Averaging into... either an ETF. What's an ETF? ETF, Exchange Traded Fund. So it treats a group of stocks like one stock. So ARKK is, it's nearly, it's 35, 36 stocks But you can buy them by purchasing ARKK.

The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood

Yes.

The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood

Yes.

The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood

Right. And ARKK are our highest conviction stocks. And they offer an exposure to all of the innovation platforms that we've talked about. Whereas ARKI here in Europe is focused primarily on artificial intelligence and robotics. Because we think that convergence is going to be pretty explosive. What you don't get there...

The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood

Right. And ARKK are our highest conviction stocks. And they offer an exposure to all of the innovation platforms that we've talked about. Whereas ARKI here in Europe is focused primarily on artificial intelligence and robotics. Because we think that convergence is going to be pretty explosive. What you don't get there...

The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood

And you do get in ARKK, we also have in another very focused fund, ARKG, which is really healthcare applications of AI and other healthcare names that we think are going to be pretty transformative in the new world as regulators really understand how important AI is going to become to discovery, research, trials, development, to diagnostic tests and to curing disease.

The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood

And you do get in ARKK, we also have in another very focused fund, ARKG, which is really healthcare applications of AI and other healthcare names that we think are going to be pretty transformative in the new world as regulators really understand how important AI is going to become to discovery, research, trials, development, to diagnostic tests and to curing disease.

The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood

Yes, we have, well, in our public funds we've put them, I don't think we can own them here in the UK yet, but in the US we have them in some of our funds, both of them. Sie sind die Schlüssel zur Finanzversicherungsrevolution. Um die Menschen zu verstehen und sich damit zu fühlen, nennen wir es nicht die Kryptorevolution.