189: From Vision to Valuation: Disrupting the Future - With Cathie Wood, Founder & CEO of ARK Invest

About this episode

Cathie Wood discusses disruptive innovation and investment strategies in the context of AI and market volatility.

When we interviewed Howard Marks in March of 2025, he observed, “It's the pioneers who get the arrows”. Many consider a 21st century investment pioneer to be Cathie Wood. She embraces disruptive innovation themes early, has faced intense criticism during large drawdowns, has reshaped ETF thinking and is characterised as bold, influential, and controversial. Cathie explains why studying under Arthur Laffer inspired her to think about private sector disruptive innovation driving growth. She explains how multiple S curves can operate simultaneously, and how Ark fuses the macro and thematic with bottom-up conviction, along with the volatility. She continues by discussing idea generation and Ark’s big themes including multiomic sequencing, energy storage and robotics. She discusses risk, benchmarks, setbacks, and where to go to find work in an AI disrupted world. The Money Maze Podcast is kindly sponsored by Schroders , IFM Investors , World Gold Council and LSEG . Sign up to our Newsletter | Follow us on LinkedIn | Watch on YouTube

People in this episode

Guest: Cathie Wood

Topics covered

• disruptive innovation
• investment strategies
• ETF thinking
• AI disruption
• risk management
• macro and thematic analysis

Keywords

• disruptive innovation
• investment
• ARK Invest
• AI
• risk
• ETF
• S curves
• energy storage
• robotics

Sponsors

Schroders, IFM Investors, World Gold Council, LSEG

Mentioned in this episode

Organizations: ARK Invest

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