This week on the Investing, Markets & Money podcast we talk to Cathie Wood, one of the highest profile fund managers in North America, to get her thoughts on US markets.
On the podcast we discuss the rationale behind her firm ARK Invest’s approach to the tech sector, whether the S&P 500 is all it’s cracked up to be, and whether investors should be worried about concentration risk in the Magnificent 7 stocks. Also, what is Warren Buffett really up to at the moment?
We also got a chance to talk about ARK’s plans in Europe and the coming changes in the ETF market, including the shift towards active ETF fund management. And of course the hot button issue of artificial intelligence – is it changing the investment world?
Listen: Cathie Wood on US markets and active ETFs
Content
00:00 Intro to ARK Invest and Cathie Wood
04:26 Do index-tracking ETFs really reflect what’s happening in the US stockmarket?
11:51 Impact on US stocks of US election results
14:27 Warren Buffett: “What are you gonna do with all of your cash?”
20:26 Federal Reserve rate cuts and effect on US equities
25:06 Artificial Intelligence: how can investors benefit
28:21 The growth of Active ETFs
