The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 12 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 5 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
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: 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.”