Cathie Wood on What Comes Next in AI and Big Tech
Odd Lots11 Maalis 2025

Cathie Wood on What Comes Next in AI and Big Tech

Markets have been selling off, with shares of tech companies like Nvidia down almost 20% so far this year. But even before the recent selloff, DeepSeek rattled the AI market and sparked questions over how US platforms will compete and actually monetize their technology. Despite all these hurdles, some investors remain tech optimists. Cathie Wood, the founder, CEO and chief investment officer of ARK Investment Management, is one of the most prominent, with ARK's Innovation Fund heavily invested in companies like Tesla, Coinbase and Roku. In this conversation, recorded live on stage at Bloomberg Invest, we discuss Cathie's view of potential opportunities in the space, and why she's expecting the Trump administration to create a Reagan Era-esque "golden age" for investors.

Read More:
Cathie Wood Sees Trump Era as ‘Golden Age’ for Wall Street
Cathie Wood May Have Lost $14 Billion. But She’s Interesting

Odd Lots is coming to Washington, DC on March 12! Get your tickets for our Jones Act debate here.

See omnystudio.com/listener for privacy information.

Jaksot(1190)

Jack McClendon on Why It's So Hard to Create a New American Oil Boom

Jack McClendon on Why It's So Hard to Create a New American Oil Boom

The White House wants gasoline prices to be lower, and it wants to see American oil companies drill for more oil. But of course, these ideas are in tension. If prices are going lower, why drill more? ...

20 Huhti 46min

Alex Imas on Why Economists Might Be Getting AI Wrong

Alex Imas on Why Economists Might Be Getting AI Wrong

Everyone knows that new technologies can be really disruptive to the labor market, but eventually new jobs emerge and things come back into balance. And there is a sense in which many view AI with the...

18 Huhti 47min

Planet Money Turned Everyday Annoyances Into an Economics Book

Planet Money Turned Everyday Annoyances Into an Economics Book

There are a lot of things to be annoyed about in modern life. The high cost of food and housing and childcare. Dating apps that don't seem to work. The fear of AI replacing you at your job. These are ...

17 Huhti 39min

Brad Setser on the War in Iran and the Future of the US Dollar

Brad Setser on the War in Iran and the Future of the US Dollar

It's possible that the war in Iran could reshape financial flows in significant ways. Perhaps the Gulf states will end up as less desirable places to do business. Perhaps Iran will have a tollbooth at...

16 Huhti 51min

War in Iran Is Already Reshaping East Asia's Energy Future

War in Iran Is Already Reshaping East Asia's Energy Future

The war in Iran has caused the price of all kinds of commodities to surge, and that has a negative economic impact almost everywhere. But the squeeze is really being felt hard in East Asia, which is t...

15 Huhti 37min

Presenting What Next TBD: Why Everyone is Freaking out About Private Credit

Presenting What Next TBD: Why Everyone is Freaking out About Private Credit

It's fueling the A.I. bubble, it's coming to your retirement portfolio—and it's flashing a lot of warning signs right now.In the wake of the 2008 financial crisis, private credit or “shadow banking” g...

14 Huhti 37min

Ziad Daoud Explains How War with Iran Will Reshape the Gulf

Ziad Daoud Explains How War with Iran Will Reshape the Gulf

Regardless of whether the war with Iran continues, it seems likely to have a lasting impact on the Gulf states. They may have to rebuild damaged pipelines and other infrastructure, or create new ones ...

13 Huhti 45min

The Big Macro Force That's Been Driving Stocks Higher for Years

The Big Macro Force That's Been Driving Stocks Higher for Years

Stocks have gone up over the years because corporate earnings continue to grow. That part is straightforward. But in addition to rising stock prices, we've also seen rising stock market valuations. Fo...

11 Huhti 36min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
mimmit-sijoittaa
rss-rahapodi
psykopodiaa-podcast
herrasmieshakkerit
ostan-asuntoja-podcast
hyva-paha-johtaminen
rss-rahamania
rss-lahtijat
rss-doulapodi
rss-sisalto-kuntoon
rss-tarkeista-asioista-2
rss-paasipodi
rss-sami-miettinen-neuvottelija
rahapuhetta
rss-muutoksenanatomiaa-podcast
rss-rentotapaus
rss-uppoava-vn-laiva
rss-bisnesta-bebeja
rss-ammattipodcast