ARK Predicts Trillions in Profits

Cathie Wood of ARK Invest is predicting trillions of dollars in profits for these five technology niches: Artificial Intelligence, Blockchain, Multiomics, Energy Storage, and Robotics. Today we'll analyze these technologies as well as comment on the stocks Cathie has picked to represent these technologies.
We need to preface this information with the fact that ARK Invest primarily offers actively managed funds, and only 5% of active managers can actually outperform a benchmark. Cathie has a strong track record of picking winners, but some will be quick to point out her funds' underperformance as of late. We're here to put the Cathie bashing to rest and take an objective view towards these disruptive technologies. After all, if someone has $100 million per year to spend on research, we ought to listen to them.
RESEARCH PIECES USED IN THIS VIDEO:
1. Cathie Wood's Top Stocks
• Cathie Wood Stocks | A...
2. ARK Invest’s Strong Appetite for Risk
www.nanalyze.com/2021/05/ark-...
3. Why Are ARK Invest’s ETFs Falling?
www.nanalyze.com/2022/01/ark-...
CHAPTERS:
00:00 Intro
00:43 Asset managers
02:33 Cathie's background
03:15 ARK Invest
04:34 About us
07:01 Let's play a game
08:16 5 technologies to watch
13:38 Blockchain
15:21 Multiomics
16:33 Robotics
18:01 AI
19:17 Robots in 2030
20:36 Parting thoughts
ABOUT US:
This video is brought to you by Nanalyze, a media and research firm founded by finance professionals with decades of experience. We share insights about #DisruptiveTechnology #stocks in a language that is future-proof and easy to understand.
Read all the Nanalyze Premium articles you'd like for free! Sign up for a 30-day trial of our monthly subscription with no strings attached: www.nanalyze.com/become-a-nan...
DISCLAIMER: Our content is intended to be used and must be used for informational purposes only. It is very important to do your own analysis before making any investment based on your own personal circumstances. You should take independent financial advice from a professional in connection with, along with independently researching and verifying, any information contained within our KZbin videos or on our website, whether for the purpose of making an investment or otherwise.
#arkinvest
#ARK
#cathiewood
$ARKK

[@Nanalyze]

Thank you for watching! If you decide you'd like to support our work with a subscription, the details on our Nanalyze Premium offering can be found here: www.nanalyze.com/subscription-plans/

[@user-mu7vv7gb9f]

Thanks again for excellent content. I hope you will revisit genomics at some point. Any advice for us that are looking for entry level finance jobs? Where would be a good place to start? Non sales. I found your dividend presentation illuminating, thank you!

[@Nanalyze]

You're most welcome. Great question on entry level finance jobs. Here's what you need to do. Let's assume you have achieved (or ideally) are in the process of achieving some sort of degree that applies to that aspiration (doesn't have to be in finance). You need to craft your story. You've always dreamed about a job in XYZ role at XYZ firm and you're willing to do anything to get it. Etc, etc. Craft your CV. Sit down and write a cover letter by hand, 5X, then hand it in person to 5 people at 5 firms. Cold call people on LinkedIn. Get aggressive. Stand out! I worked as a hiring manager for 10 years and I can promise you that the PHDs always stood out - that stands for Poor Hungry Determined. Be a PHD.

[@rKingSalami]

Nice to see your pic Joe. I wouldn't have guessed that is your voice lol. I enjoy your analyses always. I wish could be a paid subscriber but I cannot afford your now. Hopefully in the future. Keep up with the good work.

[@Nanalyze]

Thank you for the feedback man! :) I've always believed that the only way to build a sustainable business around retail investors is to help them up front. You have to show people you can add value before they'll open their wallets. We're happy to have you as a subscriber on our channel and you just focus on building your wealth ;) Joe P.

[@mrneveryoumind]

Unfortunately the most exciting companies in these disruptive areas are private. Is there any way for small investors to get exposure to private companies. I know there's some funds that are listed. They're hard to find and there doesn't seem to be many.

[@Nanalyze]

Good questions. So ARK believes there are plenty of publicly traded opportunities, thus the reason for this marketing collateral to support their active ETFs. As you said, lots of potential can be found in startups, so ARK will push people to their venture fund offering (we've covered this before and may do an update on it - our previous criticisms were that it had too much publicly traded exposure). You can invest in startups using secondary exchanges, but again, good luck picking the winners. In short, this is the sort of thing we've written about a lot. There are ways, but there's also lots of risk.

[@meassurendra]

Dude , how did you clarify block or SQ as blockchain? It's just provided payment solutions , mostly pos , also how is HOOD a blockchain play ?

[@Nanalyze]

Stretchin

[@nataliam895]

Was the photo made in Lofoten Norway?

[@Nanalyze]

Antarctica :)

[@nataliam895]

@@Nanalyze wow amazing!

[@jimmcintyre1966]

Really good video. With SaaS, will massive increases in productivity level the playing field, thus increasing competition and leading to price wars that destroy margins, or will the ability to use fewer developers save enough money to keep margins sustainable? The ability to automate much of development and not spend gazillions on technical manpower is definitely going to have a major impact one way or another.

[@Nanalyze]

Indeed you are right. Regarding increasing competition, large SaaS companies are working to entrench themselves pretty well do displacing them won't be easy.

[@martcouz]

Thanks ! Love you channel. Any updates on pot stocks? Seems like the sector is finally set to take off after so many years of suffering!

[@Nanalyze]

Really glad to hear you're loving our channel! :) Our last piece on cannabis was three months ago: kzbin.info/www/bejne/l5PGknafgb-thtk

[@missunique65]

thank you for no ads!!! we love you!!

[@Nanalyze]

We'll try to keep this up though the algos don't likely favor this

[@MrMentalpuppy]

Side comment, I've been thinking that China AI might have one competitive advantage, they might not care about copyright, they also have a massive centralized data operation. Leaving aside the censorship, doesn't it seem some allocation should be to China tech?

[@Nanalyze]

The problem with Chinese tech is VIE structures, covered here: www.nanalyze.com/2022/08/dangers-chinese-stocks-warning/

[@sagarmeena0210]

I am very thankful to Ark because all their research is open source and they publish it for anyone to access.

[@Nanalyze]

Agree! Especially their Excel spreadsheets you can tinker with.

[@TheSmartLawyer]

Yep, they want to increase the volume and interest in the stocks they purchase. They release the information they want you to see. It's called adding to the hype and hoping for the exuberance effect

[@Sicksociety334]

I’m honestly not big on tech yet, I have said I basically let my index portfolio handle that and tech pushes it along ok enough. CW seems to provoke a love/hate reaction. I took time out to listen to her on several platforms and was left with the opinion that she 1) is a borderline tesla cheerleader and buying / pushing many of teslas promises that have yet to come to fruition. That’s a bit of a red flag for me 2) ark is very optimistic about its standing position. Good to have conviction. I don’t share it personally 3) when and if arks dreams and projections break into reality Anyone in the market is going to benefit, we are all just arguing over where the maximum to be had lies. I think I’m just more of a W Buffet style of investor and will continue to appreciate you guys and your dividend stock insights following Q closely with my own tweaks here and there. It’s fun to see where the portfolios cross

[@Nanalyze]

Great comment here! We're just like you ;) Most of our money is in Quantigence and we carry a tech portfolio so that we're eating our own dog food so to speak. Most investors start investing when they're attracted to shiny stuff. That's why we draw them in with tech content and then make sure they know that the only predictable way to grow wealth is by measuring and controlling risk. As for when the portfolios cross, I personally love that too! BTW, we have a Walmart video coming out soon that has some crossover. Stay tuned, and thank you for the thoughtful comment! Joe P.

[@PremiumCollector.]

Thanks for the gems, Joe!

[@Nanalyze]

You're most welcome man! This was a really fun video to present and I learned a lot from it. Joe P.

[@gregkrazanski]

If you like to drive, can't you just rent a cool car now and then at a fraction of the cost of ownership? I'm always so confused when people have this opinion. People would really rather be driving aka staring at the road and having to remain alert rather than doing anything else for that entire trip duration (sleeping, eating, working, reading, playing a game, watching a film, messaging people, giving 100% attention to a phone conversation). I think this will be game-changing as I would guess that vast majority of people do not care about the feeling of being behind the wheel at all. Of course, very insightful video as always!

[@Nanalyze]

Great question on vehicle ownership. In the U.S. outside of major cities it's hard to see where people wouldn't want to drive. It's the culture. Of course, that's one country, but one of the most developed countries, so we'll see how it goes. Robotaxis will replace taxis and Uber drivers, but the extent they go beyond that is a tough call. Auto manufactures are going to be in a world of hurt if people do indeed decide that driving is not longer appealing.

[@sven9528]

I don't get it, if they believe AI is a big thing, why don't they bet on Google and Microsoft who are currently leaders in the AI race? I understand that the theme is about disruptive technology so the point is to bet on companies that can "disrupt" incumbents. But what makes they think someone can disrupt Google and Microsoft? You can't bet on some random company simply because it is a small player. Or is this just a marketing strategy to lure more people to buy their fund without worrying about the high risk?

[@Nanalyze]

Deciding who the leaders are right now is tough.

[@johnc4789]

With the high fee, she should expect huge profits. No shortage of fools to give her that.

[@Nanalyze]

It's not over until the overweight lady belts forth a tune. Plenty of institutional investors are backing Cathie and you would hardly call them foolish for doing so.

[@TheSmartLawyer]

Noah's arc couldn't hold all those fees!

[@brianwest7344]

with inflation being what it is they probably will generate trillions of dollars 😂

[@Nanalyze]

Cathie's forte is economics so maybe that's part of her master plan :)

[@joeknight3658]

I wonder if you have looked at Remitly or Wise in the past? Their success is likely contributing to Western Union's deteriorating fundamentals as well.

[@Nanalyze]

We have (www.nanalyze.com/2021/09/remitly-stock/) and will have a more updated piece coming out soon.

[@TheSmartLawyer]

I predict Cathy gets abducted by aliens before that occurs....

[@Nanalyze]

And Musk will somehow be involved

[@MrMentalpuppy]

Haha the rage @ ILMN , seems a lot of people feel that way.

[@Nanalyze]

Yep. They have been consistently making bad M&A choices and incurring the wrath of Carl Icahn is no small feat.

[@maltlickytexas]

❤

[@Nanalyze]

I'm not a smart man. But I know what love is.

[@johndoe1646]

Your grandma will use an LLM to interface with smart contracts deployed on a public blockchain, that's one of the ai + blockchain interaections

[@Nanalyze]

Grandma best be getting rid of that landline first so she's not exposed to some very clever generative AI scammers...

[@SuperLeafyman]

I wish crashie woods would pay for my nanalyze premium

[@Nanalyze]

With our new referral/affiliate program coming out Nanalyze Premium can pay for itself and more. Cold hard cash for referrals ;)

[@shoelessjoe428]

You seem to be well travelled, Joe. What are your thoughts on the best place to visit?

[@Nanalyze]

That's a really tough question because it depends on a lot of things. One person's "best place" is often a result of unique experiences they had there that others won't be able to replicate easily. For example, I had my life saved in Havana by a Cuban special forces soldier and we became good friends. His small farming village had only horses and very little electricity and staying there was an adventure in itself. That was one of the "best" adventures I had traveling (I visited numerous times), but I can't exactly say "Cuba is a great place to visit" because my experience is a lot different than going to an all inclusive resort there. One way to define "best" is by the countries I frequent the most. Japan is an absolutely awesome place on every level - I try to get back there as much as possible. The city I love most because I live there and am a citizen of is Hong Kong. Asia is going to be the region of the world where you get most bang for your buck. I just wrapped up a three-month Central Asia trip and all the "Stans" are pretty underrated in my opinion. Joe P. PS: Travel is my biggest passion so you opened a can or worms here ;)

[@shoelessjoe428]

@@Nanalyze That's a whole new side to you we didn't know. I travel as much as my job allows. I've actually been to Cuba and like you say, had a totally different experience. We stayed in hotels and did tours to Rum factories, the bay of pigs, Revolution square, Club Tropicana and the sugar cane fields. Loved it, but prefer Costa Rica I think. I've not done much of the east, except for Taiwan and Australia. I had the opportunity to go to HK but didn't seize it. I regret not seeing it before it was handed over.

[@Nanalyze]

@@shoelessjoe428 Love to chat with people who enjoy traveling as much as I do! HK is changing slowly but the things that make it great - I believe - will persist for at least a few generations. The final frontier is Africa and I'm making a foray into her many countries in the coming years :) Joe P.

[@shoelessjoe428]

@@Nanalyze I've only been to Tanzania, Zanzibar and Morocco. Zanzibar is stunning. It's well worth exploring Stone Town. Tanzania is great for wildlife and safari parks if you're into that. I still have lots to see in that part of the world though. That's good to hear about HK. Maybe I'll make a trip there someday.

[@Nanalyze]

@@shoelessjoe428 I have been to both countries but not Zanzibar. Noted on your recommendation. I can highly recommend Eritrea (the North Korea of Africa) and have an excellent contact there if you need. The Italians invested a lot in buildings and infrastructure and it's a very unique place. Heading to Tunisia in a few days :) Joe P.

[@user-rv4ll8oz9o]

AbCellera!

[@Nanalyze]

Speak of the devil: kzbin.info/www/bejne/rJu1hGOdgN10Y8U

[@missunique65]

I can't stand her hubris in predicting price targets. Her TSLA $2500 price target ambassadorship early on - it was cringe-worthy even for Elon. Clearly just trying to get headline attention. She needed to be knocked down a few pegs as she was "cramerizing" herself with this silliness. That move to FLorida shows bad taste tax situation aside.. Especially Tampa S Pete. I did approve her digs in Wilton CT however. Her ETF's are heavily shorted for good reason. Some of her ideas are downright wonky.

[@Nanalyze]

She's one of - if not the - most successful thematic managers ever. That's how finance works. Capturing AUM is the goal, not outperformance. The jury is still out on the latter.

[@user-zy2qn1nc9y]

@joe your voice sounds like you are in your 20- or early 30s but you experience doesn’t correlates to your voice.

[@Nanalyze]

Cheers for that! I'm in my late 40s :) Joe P.

[@Lombardi54]

I used to be skeptical of Cathie Wood, but I have a feeling that she is going to be right this time around. Go Cathie!!!

[@Nanalyze]

Forecasting where technological innovation will take us is one thing. Profiting off the available options is another. People who criticize Ms. Wood don't know how tough her job is. Generating alpha as an active manager is really tough, and confidence and conviction are mandatory attributes. We'll see how it goes. If in five years she says, "wait five years more" then she's kicking the ball down the road but that might be for good reason.

[@Lombardi54]

@@Nanalyze thanks for the feedback and I agree with your sentiment.

[@user-ll9qk2el4d]

@@Nanalyze No one has been more disappointed in failed predictions than doomsday believers. Yet, you have to admire them for their unwavering optimism the whole world will finally end the next time. 😂

[@Nanalyze]

Good point! Someone once said the most compelling investment thesis has always been doom and gloom combined with a way to profit that nobody else sees coming :)

[@Arihant997]

Being skeptical 🫤 or exuberance about Cathy is just human emotion !! Very little to-do with her stock picks or their business performance 🤔

[@TreCayUltimateLife]

I invested in ARKX because it's going to 1000x

[@Nanalyze]

Don't play around. Add a few more zeroes to that estimate otherwise people won't take you seriously. ;)

[@takpang8795]

All the free videos on the channel are negative to something. Can you provide something that is positive to non-paid viewer. I am starting to get tired of the negative tone.

[@Nanalyze]

Not sure what "negative to something" means but there are over 460 videos on this channel. If you watched them all and think everything is negative, then maybe a critical approach to investing isn't for you. ;)

[@fendicoathelpmehidegun5021]

Bash traders that attempt to time the market but approve of Cathie? Interesting

[@Nanalyze]

You'll need to elaborate on that comment for it to make any sense.

[@TheSmartLawyer]

​@Nanalyze not sure elaboration will help on that "point" because nonsense is always nonsensical

[@TheSmartLawyer]

How so?

[@2017phattang]

Who is ARK? That's my owner ,not everyone can do on my personal owner business or decided every changed my owner to someone else .. that's the big problems with trouble the laws ..

[@Nanalyze]

You'll need to spell that out a little bit more k-dawg