The Visionary
The future, and what is barely possible, reads round the next corner.
Cathie Wood is The Visionary because her investment framework rests on long-cycle technological convergence rather than short-term signals. She traces seeds planted during the dot-com bubble now flourishing across fifteen simultaneous innovations, moving fluently from autonomous vehicles to orbital data centers to crypto deregulation.
“And we think about that all the time. So AI can use pattern recognition. It's all based on history, right? It can use pattern recognition, maybe, to do what we're doing. What are the three characteristics that define an innovation platform for us?”
“You know, for example, Canada, I think they charged a two hundred fifty percent tariff on our milk, and one of President Trump's promises was to take care of the farmers. Okay, that's why you see the rhetoric around Canada. Now do I agree with his style?”
“We use every day to buy things. Store of value like gold, and unit of account. Would prices be quoted in terms of Bitcoin? Chris Bernisky was our first analyst on Bitcoin, wrote the paper, art read it, and added to it enormously in terms of economic theory, which was great for us.”
“Navarro, and that could only happen with Trump. I knew we were going to be okay. I knew we were going to be okay, because throughout all of this chaos, I think what he is trying to do is not only get tariffs on the US down throughout the world, But maybe more important get non tariff trade barriers down like for example I didn't even know…”
Bloomberg Businessweek: “Cathie Wood Talks Elon Musk at Milken”
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