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Didn’t catch the Ark presentation?
No worries here is a recap.
- Bond bubble
- Autonomous taxi networks
- Value traps
- DNA sequencing
- Bitcoin
- Drones
Here is what the most popular fund manager had to say about these.
THREAD
No worries here is a recap.
- Bond bubble
- Autonomous taxi networks
- Value traps
- DNA sequencing
- Bitcoin
- Drones
Here is what the most popular fund manager had to say about these.
THREAD
1/ Bond Bubble
“If there is a bubble anywhere it is in fixed income.”
Cathie says how she believes a lot of money has already flowed out of stocks and into bonds.
Interesting take in a market that is red hot.
“If there is a bubble anywhere it is in fixed income.”
Cathie says how she believes a lot of money has already flowed out of stocks and into bonds.
Interesting take in a market that is red hot.
2/ Autonomous Taxi Networks
“Natural monopolies” is how Cathie described this business.
Ark predicts the robo-taxi industry could be a trillion dollar earnings market by 2030.
She obviously sees $TSLA in the perfect position to capitalize on this.
“Natural monopolies” is how Cathie described this business.
Ark predicts the robo-taxi industry could be a trillion dollar earnings market by 2030.
She obviously sees $TSLA in the perfect position to capitalize on this.
3/ Value Traps
Cathie agree with the price of innovative companies at all time highs.
She did state though that there are a number of value traps in the market.
These are stocks that appear to be cheap but are on the downfall.
$WMT and $CSCO were brought up here?!?
Cathie agree with the price of innovative companies at all time highs.
She did state though that there are a number of value traps in the market.
These are stocks that appear to be cheap but are on the downfall.
$WMT and $CSCO were brought up here?!?
4/ DNA sequencing
There will be big winners.
But there will also be “big losers.”
This is a complicated space made easy by the $ARKG ETF.
Top holdings of it below.
There will be big winners.
But there will also be “big losers.”
This is a complicated space made easy by the $ARKG ETF.
Top holdings of it below.
5/ Bitcoin
Two quotes from Cathie.
“One of our big ideas was that bitcoin would evolve into a corporate cash roll.”
“If all S&P500 companies put 10% of their cash into bitcoin it could go up $400,000 dollars.”
As of recently these statements don't seem so crazy.
Two quotes from Cathie.
“One of our big ideas was that bitcoin would evolve into a corporate cash roll.”
“If all S&P500 companies put 10% of their cash into bitcoin it could go up $400,000 dollars.”
As of recently these statements don't seem so crazy.
6/ Drones
They stated it costs a human operating a drone $8/10 miles to deliver a package.
With AI and robot technology this could be reduced to $0.25/10 miles.
Furthermore, Ark predicts 100B in delivery revenues by drones in 10 years.
They stated it costs a human operating a drone $8/10 miles to deliver a package.
With AI and robot technology this could be reduced to $0.25/10 miles.
Furthermore, Ark predicts 100B in delivery revenues by drones in 10 years.
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