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#813October 30, 202542:33

I asked Cathie Wood the question no one else will

About This Episode

In this episode, Shaan Puri interviews ARK Invest CEO Cathie Wood about her journey from working at McDonald's to managing a multibillion-dollar investment firm focused on disruptive innovation. They explore Wood's unique open-research philosophy, her defense of ARK's performance during market volatility, and the massive economic potential she sees in AI, robotaxis, and humanoid robotics.

Episode Description

Get the free investing playbook to invest like Warren Buffet: https://clickhubspot.com/rme Episode 760: Shaan Puri ( ⁠https://x.com/ShaanVP⁠ ) talks to Cathie Wood ( https://x.com/CathieDWood )  about her fund’s performance, her biggest bets on AI, and the most misunderstood stock on earth.

Show Notes

  • 0:00McDonald’s to Managing Billions
  • 8:54A day in the life of Cathie Wood
  • 17:29ARK’s Performance Review
  • 30:00Cathie’s #1 stock pick

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Key Takeaways

1

Identify and leverage a technological edge early in your career to provide 'one and a half' times the expected value, helping you stand out even when you lack experience or a network.

2

Adopt an open-information strategy by sharing work-in-progress research and inviting external pushback from experts to battle-test your ideas and harness the global network effect of information.

3

Use market volatility to your advantage by systematically rebalancing high-conviction positions—taking profits when a stock's portfolio weight peaks and buying during 'sinking spells' to maintain a long-term target return.

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Quick Stats

Duration42:33
Guests1
Ideas Discussed0
Topics4