logo
episode-header-image
Oct 2022
59m 59s

TIP483: Down But Not Out w/ Cathie Wood

The Investor's Podcast Network
About this episode

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


SPONSORS

Support our free podcast by supporting our sponsors:

Learn more about your ad choices. Visit megaphone.fm/adchoices

Learn more about your ad choices. Visit megaphone.fm/adchoices

Learn more about your ad choices. Visit megaphone.fm/adchoices

Learn more about your ad choices. Visit megaphone.fm/adchoices

Up next
Today
BTC242: Bitcoin Core Vs. Knots w/ NVK (BItcoin Podcast)
Preston Pysh welcomes back NVK, renowned Bitcoin expert and founder of Coinkite, for an in-depth conversation on the future of Bitcoin, the evolving dynamics of its core development, and the promising rise of decentralized platforms like Nostr. IN THIS EPISODE YOU’LL LEARN: 00:00 ... Show More
1h 3m
Jul 6
TIP735: Compounding with Character w/ Guy Spier
In this episode, Stig Brodersen speaks with Guy Spier who has outperformed the S&P 500 since 1997, with a 9.6% vs. 8.8% CAGR. They explore why Guy invested in The Economist, and how friendships, service, and living by an inner scorecard guide his life and investment philosophy. I ... Show More
2h 11m
Jul 4
TIP734: My Investment Philosophy w/ Clay Finck
In this episode, Clay shares the key principles behind his personal investment approach. His approach has been shaped by over a decade of experience and lessons from great investors like Charlie Munger, Nick Sleep, and Chris Mayer. He explains how he builds a portfolio focused on ... Show More
1h 11m
Recommended Episodes
Oct 2022
MI230: Buffett Indicator Says Stock Market is Overvalued w/ Lance Roberts
IN THIS EPISODE, YOU’LL LEARN: 09:18 - Understanding the basics of valuations and how to interpret price multiples.  17:00 - What the Shiller P/E (CAPE) ratio is, and why it is telling us future returns are expected to be low going forward.   25:46 - What Lance thinks are some ca ... Show More
1h 3m
Oct 2022
REI142: Real Estate Syndications w/ Dan Handford
IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro02:46 - Why you might want to consider attending conferences.06:36 - Why networking is important.09:11 - What a real estate syndication is.12:05 - How syndication investments impact your taxes.19:56 - What a 1031 exchange is.31:10 - How ... Show More
52m 33s
Oct 2022
MI226: Investing in Small Cap Stocks w/ Rayna Lesser Hannaway
IN THIS EPISODE, YOU’LL LEARN: 03:55 - Rayna debunks some of the myths on investing in small cap stocks.  05:24 - What are some common mistakes investors make when investing in small cap companies? 08:28 - The benefits of including small cap companies in your portfolio.  09:19 - ... Show More
48m 51s
Feb 2022
MI144: Investing in the Metaverse and Technology Trends w/ Beth Kindig
IN THIS EPISODE, YOU’LL LEARN: 06:04 - Beth’s approach to investing in the Metaverse. 10:17 - How large the Metaverse market could potentially become over the coming years. 10:17 - The companies that Beth is most excited about in relation to the Metaverse and other technology tre ... Show More
56m 3s
Oct 2022
MI Rewind: A Rational Approach to Investing w/ Tobias Carlisle
IN THIS EPISODE, YOU’LL LEARN: 02:00 - How Tobias ended up becoming a value investor. 07:43 - What investors had a big impact on Tobias’s own development. 32:20 - How inflation impacts his overall thought process for stock investing. 44:03 - Tobias’s thoughts on an appropriate di ... Show More
52m 1s
Nov 2022
MI232: Understanding Quantitative Easing w/ Alfonso Peccatiello
IN THIS EPISODE, YOU’LL LEARN:   01:30 - What conventional monetary policy is and what are the main tools the Fed uses to achieve its two part mandate.  01:30 - What unconventional monetary policy is and why central banks use these tools.  09:26 - What is quantitative easing (QE) ... Show More
1h 8m
Feb 2022
MI Rewind: Warren Buffett Value Investing with Gary Mishuris
IN THIS EPISODE YOU’LL LEARN: 12:24 - What exactly value investing is. 12:24 - What are the common misconceptions about value investing. 42:11 - How Coronavirus will continue to impact the stock market. 1:01:27 - How investors build conviction to hold during hard times. And much, ... Show More
1h 8m
Oct 2022
MI Rewind: Investing Is Your Superpower w/ Shinobu Hindert
IN THIS EPISODE, YOU’LL LEARN: 03:50 - What made Shinobu want to branch out on her own despite doing so well in the corporate world as a financial advisor? 05:51 - What made Shinobu want to write another book about money and what guided her to make it different than the rest? 08: ... Show More
39m 13s
Sep 2022
MI225: Studying Superinvestors w/ David Rubenstein
IN THIS EPISODE, YOU’LL LEARN: 02:41 - How David started Carlyle Group and grew it to be one of the world’s largest private equity firms.  06:51 - What markets and sectors David thinks are most attractive to invest in right now.  18:05 - David’s greatest learnings from studying o ... Show More
44m 37s
Nov 2022
REI148: Real Estate Market Update with Data Scientist Neal Bawa
IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro01:28 - About the state of the current real estate market.01:37 - Neal’s fourplex development business model.03:11 - Why Neal is not currently buying any deals.17:44 - How to underwrite deals.19:12 - How to approach real estate investin ... Show More
47m 25s
Listen to millions of songs and podcasts on Anghami