Cathie Wood
Founder & CEO, ARK Invest · CEO & CIO, ARK Invest. On 2 shows, 2 appearances. The Shows tab opens the full record on each.
Cathie Wood is the CEO and CIO at ARK Invest, focusing on disruptive innovation in public equity markets. Prior to ARK, she spent twelve years at AllianceBernstein as CIO of Global Thematic Strategies where she managed over $5 billion.
2shows
2appearances
52statements
12resolved
10supported
0contradicted
83%fully supported
7said about them ↓ Everything Cathie Wood said on any show that made the record, most notable first. Each card names its show and opens the statement there.
Wood: Disruptive innovation market cap will hit $210T in ten years
“We believe today that truly disruptive technologically enabled innovation is priced in the global markets, public and private, at somewhere in the seven to eight trillion dollar range. So it's less than 10% of the global equity cap, public and private. We beli…”
Wood: Global real GDP growth will accelerate to 7% within a decade
“We believe that the productivity uplift here is going to be so strong during the next five to 10 years. And I think president Trump's tax package is going to turbocharge this, that real GDP growth will accelerate from that three percent where it has been for t…”
Wood: Tesla stock will reach $2,600 per share in five years
“And we put out there five years. Yeah. Yeah. So and I think if he delivers on humanoid robots the way he thinks he is, we don't have enough in there. So our price target is 2600.”
Wood: Global inflation could drop to zero percent or lower
“But the other thing that we think is going to happen is that inflation is going to surprise significantly on the low side of expectations. We would not be surprised to see zero percent inflation or less.”
Wood expects 40% to 45% annual returns for disruptive tech equities
“The truly disruptive innovation we would expect. Now we did this chart at the end of last year during the next five years to deliver a compound annual rate of return of roughly 50%. Now we've had some of that. So maybe it's 40 to 45% compound annual rate of ch…”
Wood: ARK Invest's bull-case price target for Bitcoin is $1.5 million
“Our official for bull case is 1.5 million.”
Wood: Passive index investing has reached an extreme and dangerous level
“And I think even though the onus or the burden of proof is on us because passive has done so well. Over the past 20 years, it's been self-fulfilling as more and more assets moved into passive or benchmark sensitive. I think the pendulum has swung too far, and …”
Wood: Institutional asset allocators hold a massive short on disruptive innovation
“We're giving asset allocators an opportunity to make up for the massive short that we believe they have in their portfolios. And that short is truly disruptive innovation.”
Wood: Wealth-based SEC investor accreditation rules are un-American
“It's truly not American to use income and asset thresholds when knowledge could be an accreditation, ah, measure or metric.”
Wood: Healthcare is the most profound long-term application for artificial intelligence
“While the autonomous mobility space might be the biggest revenue generator in the short term, we believe that the most profound application of AI is in healthcare.”
Wood: The convergence of AI and CRISPR is heavily mispriced
“And I think this is the sleeper. It's the most inefficiently priced part of the market.”
Wood: Accredited investor rules barring retail access to private markets are un-American
“Because it is un-American, right? You have to meet this threshold.”
Wood: ARK Invest is moving its corporate registration out of Delaware
“I have to be very careful and say that we are moving out of Delaware.”
Wood: ARK outperformance signals market is nearing the end of a bear market
“Our strategies are starting to outperform now on days When some of these big benchmarks don't, and that's what usually happens as we're coming towards the end of a bear market.”
Wood: ExxonMobil mines Bitcoin to capture flared gas in six fields
“So Exxon's doing that. It's six different, maybe many more now, fields around the world.”
Wood: Personal portfolio is all-in on innovation, crypto, and private funds
“I think advisors looking at how I have positioned my own portfolio are shocked at how much I'm all in to innovation. Between our funds crypto and private funds.”
Wood: Tesla stock does not price in its massive autonomous opportunity
“Because we believe the autonomous opportunity is massive and is not priced at all in Tesla stock we would still put Tesla near the top or at the top of the pack.”
Wood: Investment research must center on technology, not traditional industry sectors
“It's not going to be by sector or industry anymore. It is going to be by technology because technology is permeating every sector, every industry, and blurring the lines between them.”
Cathie Wood Expects Significant Private Market Drawdowns
“What I do believe could be a set of significant drawdowns in the private world that has already happened in the public world.”
ARK Venture Fund Targets 75% Private, 25% Public Allocation
“Our desire is to get it close to 75% private and 25% public to allow more liquidity.”
Cathie Wood: Private Markets Value Innovation Better Than Public Markets
“The private markets have innovation more right in terms of valuation than the public markets do.”
Cathie Wood: Fundamentals Will Disrupt Benchmark Investing Within Years
“Fundamentals are going to disrupt that way of thinking during the next few years.”
The other half of the tape: Cathie Wood's own voice is left out of every number here. Other people bring the name up 7 times in 7 episodes across the shows. every mention, with the transcript →
Who brings them up most Jason Calacanis 5Vlad Tenev 1Jason Lemkin 1
Every mention by year
tap a year for its mentions
All-In 6
20VC 1
2026 1 mention in 1 episode
2025 3 mentions in 3 episodes 1 per episode
- Robinhood CEO Vlad Tenev on tokenizing stocks, expanding access to private shares, fintech's future
- OpenAI's GPT-5 Flop, AI's Unlimited Market, China's Big Advantage, Rise in Socialism, Housing Crisis
- Trump AI Speech & Action Plan, DC Summit Recap, Hot GDP Print, Trade Deals, Altman Warns No Privacy
- every mention in 2025, scene by scene →
2022 3 mentions in 3 episodes 1 per episode
- E101: Ye acquires Parler, Snap drops 30%, macro outlook, VC metrics, valuing stocks & more
- E74: Market update, inverted yield curve, immigration, new SPAC rules, $FB smears TikTok and more
- E70: EMERGENCY POD! Russia invades Ukraine: Reactions, Putin's ambition, Biden's response and more
- every mention in 2022, scene by scene →
One line per show, most statements first. The link opens Cathie's full record on that show: the calibration, argument clarity, speaking style and every statement made there.
| Show | Role there | Eps | Statements | Record | |
|---|---|---|---|---|---|
| 20VCLEDGER | CEO & CIO, ARK Invest | 1 | 40 | 82% 9/11 | full record on 20VC → |
| ALL-INLEDGER | Founder & CEO, ARK Invest | 1 | 12 | 100% 1/1 | full record on All-In → |