Aug 30
TIP842: Comfort Systems USA (FIX): The Five-Bagger We Passed On w/ Kyle Grieve & Shawn O'Malley
In today's episode, Kyle Grieve and Shawn O’Malley revisit Comfort Systems USA, a business Shawn originally passed on at $320 that has since appreciated fivefold due to explosive data center spending. The company shattered original projections, with accelerating organic growth, e ... Show More
1h 19m
Aug 27
TIP841: Palantir – Palantir is Cheaper than I Thought! w/ Daniel Mahncke & Shawn O’Malley
Daniel Mahncke and Shawn O’Malley take a deep dive into Palantir (NASDAQ: PLTR), the data and AI platform behind everything from battlefield targeting systems to Airbus’s A350 production line, with customers including the U.S. Army, the NHS, Ferrari, and Airbus. Palantir is growi ... Show More
1h 14m
Aug 23
TIP840: CATL: Powering EVs, Power Grids, and AI w/ Stig Brodersen, Manish Karira & Ralph Summerford
In today’s episode, Stig Brodersen is joined by Manish Karira and Ralph Summerford for a bull and bear debate on CATL, the world’s largest battery maker. Manish presents the bull case, arguing that a company most listeners have never heard of is becoming the backbone of the globa ... Show More
1h 19m
Oct 2024
CWL064: Cathie Wood & Yoni Assia Talk AI, Tesla & Retail Investors
In this engaging conversation, Sam hosts Cathie Wood, CEO of ARK Invest, and Yoni Assia, CEO of eToro, as they explore the realms of innovation, disruptive technologies, and the evolving landscape of investing. Cathie shares her journey in the investment world, the philosophy beh ... Show More
52m 22s
Jan 2025
Ark Investment's Cathie Wood Talks ARKW, TikTok's Future
Ark Investment Management CEO, CIO & Founder Cathie Wood discusses the performance of the ARKW ETF since the election, and what the future may hold for TikTok. She speaks with Bloomberg's Katie Greifeld, Scarlet Fu, and Eric Balchunas.See omnystudio.com/listener for privacy infor ... Show More
17m 36s
Feb 2024
Talk Your Book: Putting a Floor on the Nasdaq 100
On today's show, Ben Carlson and Michael Batnick are joined by Bruce Bond, Co-Founder and CEO of Innovator Capital Management to discuss: behavioral finance, and the popularity of defined outcome products during bull markets, how equity floor ETFs work, Innovator's latest defined ... Show More
38m 1s
On today's show, we have Cathie Wood from Ark Invest. Ark’s ETFs are fascinating and have been outperforming the market by a wide margin over the last year. For example, Ark’s Innovation ETF returned over 170% in the last year and it is now actively managing over $50 billion dollars.
IN THIS EPISODE, YOU'LL LEARN:
How innovation is often not priced into th ... Show More
<p><!-- wp:paragraph --></p> <p><a href="https://twitter.com/cathiedwood">Cathie Wood</a> is the CEO & CIO @ <a href="https://ark-invest.com/">ARK Invest</a>, focusing solely on disruptive innovation, primarily in the public equity markets. ARK has become renowned for opening up ... Show More
<p>(0:00) Introducing Cathie Wood</p> <p>(0:47) Cathie Wood on AI's once in a lifetime opportunity: doubling GDP, deflation, and more</p> <p>(9:23) Cathie's bull case for Bitcoin $1M</p> <p>(11:38) Opening up access to innovation for retail</p> <p>(14:32) Cathie explains Ark's st ... Show More
