Equity Mates Investing Podcast· Staffel 11

Cathie Wood: How to Invest in a World Moving This Fast

Montag, 21. September 2026 · 43 min

MP3

Shownotes

Cathie Wood is betting that we’re only at the beginning of a technological transformation decades in the making. The ARK Invest founder & CEO joins us to unpack why AI is accelerating faster than expected, how robotaxis and humanoid robots could reshape the physical world, and why healthcare may be one of the market’s most overlooked AI opportunities. Plus, Cathie shares her latest thinking on Bitcoin, crypto, managing risk after ARK’s wild pandemic-era ride and the companies she believes could eventually reach trillion-dollar valuations.

In this episode:
The technologies changing everything
Why innovation is accelerating
AI, gene editing & the future of healthcare
How ARK finds breakthrough technologies
Cathie Wood’s latest Bitcoin and crypto thesis
What ARK learned about risk
Is AI becoming a bubble?
The next trillion-dollar companies

Stocks & ETFs Mentioned: Tesla (NASDAQ: TSLA), NVIDIA (NASDAQ: NVDA), Palantir Technologies (NASDAQ: PLTR), CRISPR Therapeutics (NASDAQ: CRSP), Intellia Therapeutics (NASDAQ: NTLA), Bitcoin (BTC), Ethereum (ETH), Solana (SOL), Hyperliquid (HYPE), Cloudflare (NYSE: NET), Visa (NYSE: V), Salesforce (NYSE: CRM), Apple (NASDAQ: AAPL), Alphabet (NASDAQ: GOOGL), SpaceX (NASDAQ: SPCX)

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