Episode notes
IN THIS EPISODE, YOU’LL LEARN:
- 06:22 - The recent bids on CDS through Credit Suisse, Deutsche Bank and others.
- 15:09 - Why Cathie recently stepped down as portfolio manager for 2 of ARKs ETFs.
- 23:30 - Cathie’s belief that we will experience a deflationary surprise, which could reverse the FED’s current plan of action.
- 26:33 - Cathie’s thoughts on energy, unemployment numbers and other market indicators.
- 34:58 - An updated view on Bitcoin, Microstrategy and Coinbase.
- 46:37 - ARKS new venture fund.
- 56:20- Tesla’s recent AI Day and it’s potential impact on jobs.
- And much, much more!
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
- ARK Invest Website.
- ARK’s New Venture Fund Website.
- Trey Lockerbie Twitter.
- Related Episode: Disruptive Innovation w/ Cathie Wood - TIP334
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