YouSaid · the spoken record

Cathie Wood

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2025-06-05
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2025-06-05
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  1. “Thank you so much for Thank you, Stephen. Thank you for doing what you do. And it's been an honor and a privilege. And I know you have an incredible audience. You've built a fantastic business here. And I have a feeling that this new world, that you're fearing is going to be very good to you.”

    2025-06-05 · The Diary of a CEO · World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood · IDENTIFIED FROM THE TRANSCRIPT

  2. “Quite profound. He is getting us so far along that there's just going to be a runway he's created for years and years. Think about it, Mars two thousand forty, fifty.”

    2025-06-05 · The Diary of a CEO · World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood · IDENTIFIED FROM THE TRANSCRIPT

  3. “Yeah, I forget what someone said in a post on X But I my answer was Mars obviously, and people were laughing at that, and then as they were talking about her saying, Of course they're going to put that transportation system underground. We learned why you shouldn't have it on top of the ground from Earth. So just little things catch me in a funny way. It's not the craziest. They're just like, oh, maybe that is the way things are going to work.”

    2025-06-05 · The Diary of a CEO · World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood · IDENTIFIED FROM THE TRANSCRIPT

  4. “And everybody laughed at me. But I think that's going to happen. Another one was, and this was on, these are just little ideas in terms of how things hit my brain, but someone was talking about boring, which is another one of Elon's companies, the underground transportation.”

    2025-06-05 · The Diary of a CEO · World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood · IDENTIFIED FROM THE TRANSCRIPT

  5. “Curmud curmudgeon like yeah yeah that's not gonna work you know um he humanoid robux he said i don't think that's going to be a thing he said we really need robots that are going to be able to carry a lot more in terms of weight than those things will on those stilts and in my mind kind of flashed transformer robot they'd have legs and all of that you'd be able to fold them up so they look like a tank And so that's what I said on. I know this doesn't sound so crazy to you, but I just imagining the future, going to Disneyland when I'm 11 years old. We had just come over from Ireland and seeing someone holding a phone on the carousel for progress and, you know, saying, I'm going to have one of those. It sounded crazy at the time and I felt a little crazy, but”

    2025-06-05 · The Diary of a CEO · World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood · IDENTIFIED FROM THE TRANSCRIPT

  6. “Well, there are just a few. One thing that it's not that crazy, but it just gives you a sense of how not obvious in the early days of Arc. I remember saying I remember saying well, you know. Autonomous vehicles are robots, and I was in a research meeting and everybody said no they're not, and of course they are. You know, it's a crazy idea, and there was something, I mean, there are some things I'll say, and the reason that's important from our point of view is this convergence idea, robotics, AI, energy storage. Wait a minute, this is a very big idea. So it seemed It seems like no it's like, I think it is. And so it was like we were feeling our way in the dark because I was 2014 and nobody was really talking about them. There's something like that very recently. Oh, we were talking, it's not a crazy idea. It's just we're trying to solve problems. Someone, as we were going on and on at our brainstorm on Friday about.”

    2025-06-05 · The Diary of a CEO · World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood · IDENTIFIED FROM THE TRANSCRIPT

  7. “I don't know we have we've gone through our life together and what's so interesting now is so interesting and fun is Bitcoin has rejuvenated art. He's eighty five years old or eighty four, and And I'm seeing his excitement, and he wants to spread the word around the world, and now we're going into stable coins together and he just started an account on X. He has a flip phone. He doesn't do email, and yet he has just started an account on X, and so we now have this technology relationship because he wasn't going to technology. But he knows, he's seen arc altogether, we have three point three million followers. And he's seen the reach that X has, and he's also, I think, the other thing, and I haven't answered your question. It was just very nice of him to do that, you know, and I see it's a typed one page and very sweet.”

    2025-06-05 · The Diary of a CEO · World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood · IDENTIFIED FROM THE TRANSCRIPT

  8. “Well that was very nice of him. So he has been so important to my career now. I'm going to get a little weepy, but I gave him 1% of my company when I started it. And so he deserved it. He deserved it because he gave him a big, big break. He believed in me first.”

    2025-06-05 · The Diary of a CEO · World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood · IDENTIFIED FROM THE TRANSCRIPT

  9. “And he loved my conviction, and so he started me on cyclical companies, which, of course, I would know a lot about. But Jennison was primarily a tech oriented firm, and of course, knowing that, I wanted to delight the boss, I wanted to get into the technologies, and I made it my business to know as much about them, and I was the only one willing to research stocks outside the US.”

    2025-06-05 · The Diary of a CEO · World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood · IDENTIFIED FROM THE TRANSCRIPT

  10. “To New York I could not even speak Art Laugher's name because the laugher curve says if you cut tax rates that are too high, you will get more revenue. And what had happened is Ronald Reagan had cut tax rates, but Paul Volker at the Fed was trying to starve the economy of inflation, so we were in back to back recessions, and no, the government wasn't getting more revenue, so Art Laugher was, you know, on I couldn't say anything, but it was fine. I knew he was going to be right, and we were right. That was the story of the eighties and 90s. And that's why Jennison associates and the chief investment officer there, Sig Sigalis, gave me an opportunity to get into equity research. I wanted to grow. I loved the stock market.”

    2025-06-05 · The Diary of a CEO · World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood · IDENTIFIED FROM THE TRANSCRIPT

  11. “I knew more about economics than most of the people in the room, and that was a great source of confidence, a great source of confidence. And when I was leaving that firm, someone said, my boss at the time said, I was moving from LA to New York, my boss said You've only been doing this for three years, you're not ready to become their economist And I just thought I was ready, and more important, the company to which I was going thought I was ready. And as I was leaving, both he and others said, remember, you know more about economics than anyone else in the room you'll so take that with you and I did and I think that sense of confidence in understanding the way the world works from a macroeconomic point of view was critically important now when I got”

    2025-06-05 · The Diary of a CEO · World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood · IDENTIFIED FROM THE TRANSCRIPT

  12. “Well, I think because if you do make him look good, first of all, you should owe him a debt of gratitude if he turns around and gives you more growth opportunities. But if he or she doesn't, then you know it's time to go to the next place where you make that next boss look brilliant and maybe you have the growth trajectory. I had bosses who they love the fact that I loved what I was doing, that I had such high conviction in what I was doing. And I'm going to give Art Laugher a lot of credit for that. When I walked in to the financial world.”

    2025-06-05 · The Diary of a CEO · World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood · IDENTIFIED FROM THE TRANSCRIPT

  13. “My advice to all young people getting into their first job especially, but even later jobs is my mission when I started was to make my boss look brilliant. Now why do I say that? It's much more applicable today and possible today than it was back when there were no computers and no cell phones, which is when I started, right? But what did I do? My boss wanted to communicate he was an economist, wanted to communicate in charts that, you know, he couldn't find. So I figured out a way. I went to our time sharing system. That's all you could do back then. Time sharing is an ancient mainframe technology. And I figured out a way to make these charts and delight him. And I love doing it, and I loved learning. I loved learning about technology. I learned, and about economics through him. So that was the first thing.”

    2025-06-05 · The Diary of a CEO · World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood · IDENTIFIED FROM THE TRANSCRIPT

  14. “All right, said To be honest, I haven't seen the last stage at this model. That would be very interesting. I'd love to get a copy of that if you could send it to me. 100% house and aluminium.”

    2025-06-05 · The Diary of a CEO · World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood · IDENTIFIED FROM THE TRANSCRIPT

  15. “That's what they say. They said $6 million trained on a high-end workstation, and that, of course, caused a trillion dollars worth of damage in the US market with NVIDIA, one of the biggest casualties because people said, well, wait a minute. We're doing these data centers. You mean we don't need all those big data center servers to do this work? We could do a high-end workstation for $6 million. The answer is the pre-training for that model was done on a fifty thousand GPU cluster that the hedge fund had. And the last step of the large language model was the six million dollars step.”

    2025-06-05 · The Diary of a CEO · World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood · IDENTIFIED FROM THE TRANSCRIPT

  16. “The breakthrough it had, on the reasoning side, was kept asking questions so it could get to the right answer faster I think they're all adopting it now. Because DeepSeek's open source.”

    2025-06-05 · The Diary of a CEO · World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood · IDENTIFIED FROM THE TRANSCRIPT

  17. “It's going to think a long time, I have a feeling. And then it's going to take you through. And I think, you know, it was interesting deep seek.”

    2025-06-05 · The Diary of a CEO · World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood · IDENTIFIED FROM THE TRANSCRIPT

  18. “Yes, and it will, but I mean AGI Elon will say it's two years away and it does seem you know we're able to generate PhDs and rocket scientists now in the AI world so he's probably right but I also think about this as giving us super intelligence so could chat GPT do what we've done? Maybe I don't know actually it's a very interesting exercise I'm going to ask our team to do that before I put it out to do to do a model a SpaceX model financial model income statement balance sheet cash flow statement between now and 2050 when we have in the twenty forties Elon expects if not sooner to colonize Mars. I'll see what kind of model it comes back with”

    2025-06-05 · The Diary of a CEO · World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood · IDENTIFIED FROM THE TRANSCRIPT

  19. “So when we're doing our research, we have a white sheet of paper. There's no history for this. And so we're doing a lot of original research. So AI machines might use our research as their, because we put it out there.”

    2025-06-05 · The Diary of a CEO · World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood · IDENTIFIED FROM THE TRANSCRIPT

  20. “That's why we chose the word disruptive. Disruptive means the traditional world order and patterns therefore that the robots and others will recognize is going to change. Right?”

    2025-06-05 · The Diary of a CEO · World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood · IDENTIFIED FROM THE TRANSCRIPT

  21. “Oh, right, right, right, right, right, right. But then your robot and your AI is really focused on the past, right? That's what it's ingested.”

    2025-06-05 · The Diary of a CEO · World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood · IDENTIFIED FROM THE TRANSCRIPT

  22. “So I think the champion of the world at the time was South Korean, and he was sure he was going to beat this machine. Well, the machine beat him, and he was crestfallen. And then he got his to use New York word back. And he said wait a minute. I'm going to start playing against machines. And so now he's playing against machines. His game is so much better that when he competes against humans and those competitions are the more important ones, right? When he competes against other human beings, the machine has kept him at his champion. And of course, everyone's using the ship. So we're going to artificial intelligence”

    2025-06-05 · The Diary of a CEO · World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood · IDENTIFIED FROM THE TRANSCRIPT

  23. “You know though, I mean we've learned a lot from the ancient game of good So, you've heard about AlphaGo, which was alphabet Google basically devising a program to compete against the Go champions, Go is much more complicated than chess.”

    2025-06-05 · The Diary of a CEO · World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood · IDENTIFIED FROM THE TRANSCRIPT

  24. “But that's why we're out there. And the important word that you used was initiative, because I really think when people hear the word inequality, they like to blame something, right? There will be no reason for this. I'm sure someone's going to come back at me for saying that, but of course there are people who we have to help along the way, no question about it. But for those who are healthy and are listening to this podcast and are saying, you know, I don't know exactly what she's talking about, but I'm going to start reading up on some of these new ways of doing things and make sure to at least understand it. I think within that kind of initiative, they'll find it. They just will find it. There's going to be so much opportunity. It's going to be so exciting. And I think, again, creativity young people using their imaginations, you know, they're not held back by any preconceived notions.”

    2025-06-05 · The Diary of a CEO · World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood · IDENTIFIED FROM THE TRANSCRIPT

  25. “But I think if we can help people understand that they have a lot of control over this if they're willing to learn and dream.”

    2025-06-05 · The Diary of a CEO · World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood · IDENTIFIED FROM THE TRANSCRIPT

  26. “Yes, although if they adapt with more social personal experiences, I think that anything physical you'll want to have a social dynamic associated with it. But in terms of what I think is going to happen to retail is we're going to have our personal shopping assistants and they're going to anticipate what we want, which I can't wait. I hate shopping. Anticipate what we want or basically flag something that they know we would like if we knew it were available. And they'll be disintermediating all of the traditional sources because they can go anywhere in the world. So just think about almost every sector is going to be disrupted. Healthcare is going to be disrupted enormously, I think. For the better. For the better, but those who are wedded to doing things the old way are probably going to be disrupted, you know?”

    2025-06-05 · The Diary of a CEO · World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood · IDENTIFIED FROM THE TRANSCRIPT

  27. “Caught out in disrupted industries. I mean, we think the whole transportation industry is going to be disrupted. We think retail as we know it's going to be disrupted as well.”

    2025-06-05 · The Diary of a CEO · World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood · IDENTIFIED FROM THE TRANSCRIPT

  28. “I am such an optimist, I really do have to dig down deeply if you had asked me this a few weeks ago I would have said this tariff situation is going to blow the global economy up if we're not careful. So I'm much more settled about that right now. I'd have to say I am concerned that there are going to be people caught out by these new technologies and for whatever reason not willing to adapt because there are going to be huge opportunities if they do. And so one of the reasons we give away our research to do a podcast like this is to get that word out. There is so much information available. You can just go to our site and listen to our podcasts and if anything inspires. Go for it because it's going the opportunities are going to be enormous.”

    2025-06-05 · The Diary of a CEO · World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood · IDENTIFIED FROM THE TRANSCRIPT

  29. “Because think about it, it is a convergence among three of our major platforms, robots, energy storage AI. And it's not stopping with robotaxis. There's a story beyond that with humanoid robots and our $2,600 number has nothing for humanoid robots. We just thought it'd be an investment period and I think he's going to start generating not only productivity gains internally, but revenues from humanoid robots.”

    2025-06-05 · The Diary of a CEO · World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood · IDENTIFIED FROM THE TRANSCRIPT

  30. “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? I will never do it that way I'd never do it that way and it was unfathomable, you know, for me because he is sensitive to business and he must have known that everything was going to stop and but he also knows that he has to sound crazy for other people to take him seriously and he and people have to believe he will do crazy things in order for people to take him seriously and he does do crazy things.”

    2025-06-05 · The Diary of a CEO · World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood · IDENTIFIED FROM THE TRANSCRIPT

  31. “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 the UK would not accept our beef or ethanol Well now you're accepting our beef and ethanol I don't know if I don't know if people in the supermarkets will buy it but anyway but other countries much, many, many more non tariff trade barriers and so he is just trying to bust that up, you know, make it more visible.”

    2025-06-05 · The Diary of a CEO · World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood · IDENTIFIED FROM THE TRANSCRIPT

  32. “And I have to tell you it scared me silly to see what was going on because I knew that businesses were paralyzed and that we could have a mess on our hands. And I certainly communicated through my channels. Art communicated through his channels. In fact, I think in one publication he said I have never been more scared in my career. We were trying to really get into Trump's head. And I know President Trump listens to art, but he also listens to a lot of other people, one of whom was Peter Navarro, who seemed to have a hold on Trump when it came to tariffs. And yet, when I saw Treasury Secretary Besant really pushed”

    2025-06-05 · The Diary of a CEO · World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood · IDENTIFIED FROM THE TRANSCRIPT

  33. “Yes, the stock market. It went crazy to the upside, as did our strategy. And why? The promise was deregulation, and that I think is underestimated how important it is because we're strangling in regulation. This is not our DNA. We've got to get out from under this. Lower taxes. Lower interest rates is what he wants, of course, and lower tariffs. What he didn't tell us was exactly how he was going to go about that. And it has it has felt chaotic. And I've had to go out and explain what's going on, try to explain what's going on.”

    2025-06-05 · The Diary of a CEO · World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood · IDENTIFIED FROM THE TRANSCRIPT

  34. “Yes. You can lose all of it if you decide to do any of these things. But that's why we put Arc-in Vest separate from the fund site, because that's just research. Learn. Learn what you're investing in, or learn why we've invested the way we have. You know, that's what we do all day long is we try and help. Well, first of all, we're doing the research. We are making the investments, but I think one of the most important things we do is communicate what we're doing and why we're doing it.”

    2025-06-05 · The Diary of a CEO · World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood · IDENTIFIED FROM THE TRANSCRIPT

  35. “Yes, no promises, but this is all based on research, and you can find it in our big ideas, big ideas twenty twenty five is on our website arc invest dot com and you can find a lot more information about our funds on arc-funds.com.”

    2025-06-05 · The Diary of a CEO · World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood · IDENTIFIED FROM THE TRANSCRIPT

  36. “And that's how much explosive growth we have ahead of us as these technologies converge and create incredible opportunities for investors. And, you know, I'm hearing a lot of people as they get into investing, of course they have their day jobs. But once they have accrued enough, you know, they're making choices about dialing down their day jobs and spending more time investing. You asked what are some of the jobs of the future going to be? I think individual investors are going to be providing for themselves if they are investing on the right side of change.”

    2025-06-05 · The Diary of a CEO · World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood · IDENTIFIED FROM THE TRANSCRIPT

  37. “This averaging in means you know buy a little every month, maybe every payday. I think one of my daughters was buying Bitcoin every week, but not a Bitcoin couldn't do that, a Satoshi, you know, and close your eyes. This is a long-term investment. If we're right, according to our analysis. Now this is our research, our analysis, no promises. We can't do that. But according to our research, the technologies around which we have centered our research and which have focused our investments, we believe will go up more than tenfold in the next five to ten years.”

    2025-06-05 · The Diary of a CEO · World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood · IDENTIFIED FROM THE TRANSCRIPT

  38. “Depends what you've bought. If you buy a strategy like ours, which would be in the aggressive growth strategy, put it averaging in over time, just like with Bitcoin, as I mentioned earlier, averaging in over time”

    2025-06-05 · The Diary of a CEO · World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood · IDENTIFIED FROM THE TRANSCRIPT

  39. “So indirectly right now it is through Coinbase they have a deal with Circle, any revenue that Circle generates its stablecoin as US DC. Any revenue they split fifty fifty in the US, Circle itself has announced that it is going public, and so we're looking forward to that.”

    2025-06-05 · The Diary of a CEO · World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood · IDENTIFIED FROM THE TRANSCRIPT

  40. “So Ether and Solana, so the big three are the big three. And we think they'll all be successful, all three of them. Bitcoin the most. We're very interested in stable coins, but that's just like cash. And, you know, there are millions of crypto assets out there. We think most of them die.”

    2025-06-05 · The Diary of a CEO · World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood · IDENTIFIED FROM THE TRANSCRIPT

  41. “Yes, we think Bitcoin is the biggest idea. It serves the three revolutions global monetary system, they do not New asset class, they are part of a new asset class, but Bitcoin's going to be the biggest. And new technology, it's the most secure blockchain technology out there.”

    2025-06-05 · The Diary of a CEO · World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood · IDENTIFIED FROM THE TRANSCRIPT

  42. “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. Their key to the financial services revolution, so to get people to understand and feel comfortable with that, we don't call it the crypto revolution. It's the digital assets revolution, and it's simply the internet, the financial internet. Okay, so we do.”

    2025-06-05 · The Diary of a CEO · World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood · IDENTIFIED FROM THE TRANSCRIPT

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

    2025-06-05 · The Diary of a CEO · World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood · IDENTIFIED FROM THE TRANSCRIPT

  44. “ETF Exchange Traded Fund, so it treats a group of stocks like one stock. So ARK is nearly thirty six stocks, but you can buy them by purchasing ARKK.”

    2025-06-05 · The Diary of a CEO · World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood · IDENTIFIED FROM THE TRANSCRIPT

  45. “And technology transitions is that it is the only entertainment median medium that has not fallen apart with technology transitions. It has actually grown because those who love their games from 25 years ago still play them. It's grown with each technology revolution and user generated content in gaming is the next big thing.”

    2025-06-05 · The Diary of a CEO · World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood · IDENTIFIED FROM THE TRANSCRIPT

  46. “Yes, it's a user generated gaming company. The fascinating thing, 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 content provider out there. And what is fascinating about it is, I know one of my friends' 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”

    2025-06-05 · The Diary of a CEO · World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood · IDENTIFIED FROM THE TRANSCRIPT

  47. “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 ten. It's the EVTL company, and it also signed a deal, an exclusive deal on both sides which was quite impressive with Anderal, which is the most sophisticated defense tech play and is growing like gangbusters, so that's terrific. which is a shopping platform back end and really using AI to”

    2025-06-05 · The Diary of a CEO · World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood · IDENTIFIED FROM THE TRANSCRIPT

  48. “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 is an operating system for connected TVs, highly misunderstood stock. CRISPR therapeutics, which is the”

    2025-06-05 · The Diary of a CEO · World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood · IDENTIFIED FROM THE TRANSCRIPT

  49. “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 certainly into the US and I think even into Europe. I think that will continue to be a very important company as well.”

    2025-06-05 · The Diary of a CEO · World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood · IDENTIFIED FROM THE TRANSCRIPT

  50. “Yes, that's in our private fund. We do own Gruk. And that's a very important company on the inference side of Of the equation”

    2025-06-05 · The Diary of a CEO · World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood · IDENTIFIED FROM THE TRANSCRIPT