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 monthsRecordings per month over the last 12 months — 5 in all, peaking in Feb 2026 with 3.
Appearances
Our forecast for 2030 is 1.5 million dollars. And we do that, the building blocks for that, the three biggest building blocks, sind institutionell, das hat noch nie angefangen, Wertschätzung oder digitales Gold. Junge Leute sind viel komfortabler mit digitalem Gold als mit Gold.
Ja. Ja. Und dann der sehr wichtige Anwendungsfall, den viele Leute nicht diskutieren, ist, wie wichtig Bitcoin und Stablecoins sind, die von US Treasurys gebackt werden, in den ausländischen Märkten zu werden. In den ausländischen Märkten sind viele von den Politikerinnen und Politiker, who show no discipline in fiscal or monetary policy.
And so they're used to going through booms and busts and booms and bailed out by the IMF. And they need an insurance policy.
Exactly. So stable coins are stable vis-à-vis the dollar. Bitcoin is more of an investment because... Es wird über die Zeit wertvoller. Es ist volatil, keine Frage. Und das ist das erste, was die Leute wissen müssen. Aber es wird weniger volatil, je mehr Investoren es halten.
It's a very big idea because it is a new asset class. It does represent a global monetary system unlike any other digital asset out there. It is backed by the largest computer network in the world. The layer one, which is the base layer, has not been hacked. Think about that. Since 2009, when it was released... nicht gehackt worden. Wie viele Systeme können das sagen? Und es ist eine Technologie.
Es ist native to the Internet. Und wiederum, Digital Assets oder Bitcoin, Ether, Solana, all of them exist because they're vying to be the native currencies to the Internet and to enable smart contracts and really transform the financial services industry.
Coinbase ist ein Austausch für digitale Assets. Und immer mehr Derivate. Es ist global geworden. Es hat gerade Darabit gekauft, das ist die größte Optionen-Vereinigung dort draußen. Und es hat eine Zukunft. Also geht es wirklich nach dem Derivate-Markt, wo es eine große Anzahl von Aktivitäten gibt, was fantastisch ist, weil es alle digitale Aspekte legitimiert.
And it is the most regulatory compliant exchange in the world. Binance is another major exchange, but has had more run-ins with regulators around the world and really hasn't been allowed into the United States. It also wants to become... Teil der neuen Bezahlungs-Infrastruktur. Und so werden Strategien auch so weiterentwickelt. Wir haben das Management sehr gut kennengelernt.
Sie haben den Kampf gegen Regulierer in einer wunderschönen Art und Weise gewonnen. Und sie haben wichtige politische Anbieter aufgearbeitet, die verstehen, dass diese Innovation, wir haben den Rest des Weltraums fast verloren, wegen unserer Regulierung.
They've helped policy makers understand that, hey, this infrastructure is what developers did not build into the Internet in the early 90s because they didn't know finance or commerce would take place. That's all this is. It's that simple, right?
We had invested in Twilio. They had a management turnover, so we moved away from that. But Palantir... Palantir. Yes, Palantir is a platform as a service company, which we think is not only going to help governments move into the digital age, like our defense department, and now it's moving into other departments, but also these huge, huge enterprises...
weil es sie nicht verursacht, irgendetwas zu verwandeln. Sie werden auf der Oberfläche aller Technologien und Infrastrukturen bauen und über die Zeit die Rolle der Legacy-Technologien erzeugen. Es ist also eine sehr wichtige Firma, wie wir denken, in der digitalen Äußerung. Es hat einen sehr großen Rund. Wir haben Profite erzielt. Und während Nvidia einen großen Rund hatte,
was selling off, it was down more than 50%. So we put some of our Palantir proceeds back into NVIDIA.
Well, when you're thinking about chip companies in particular, TSM is the platform for chip manufacturing. It doesn't matter who wins. We do think there are going to be many more competitors to NVIDIA. NVIDIA is still number one. Have you heard about Grok? Oh, yes. Grok we are invested in in our private fund.
Do you mean Grok with a Q? Yes, that's in our private fund. We do own Grok. And that's a very important company on the inference side of the equation.
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.
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.
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.
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.
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
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