disruptive innovation

2 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Oct 14, 2025 by Cathie Wood · across every show →

Everything said about disruptive innovation, oldest first

Oct 14, 2025 bullish
Prediction Open · timeframe Dec 2029
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…”
Cathie Wood Oct 14, 2025 ▶ 8:35 Cathie Wood on How AI Can Double GDP, Bull Case for Bitcoin $1M, Elon’s Trillion-Dollar Pay Package
Oct 14, 2025 neutral
Assertion Supported
Wood: Mega-cap tech stocks tripled since 2019 while disruptive tech gained 30%
“So you can see from 2019 to 2024, the mag six Tripled. They tripled in valuation in the market, market cap. Whereas truly disruptive innovation in the purple at the bottom there went up only 30%”
Cathie Wood Oct 14, 2025 ▶ 6:35 Cathie Wood on How AI Can Double GDP, Bull Case for Bitcoin $1M, Elon’s Trillion-Dollar Pay Package
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 460 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.