Moneta Moneywise – A Conversation with Cathie Wood of ARK Invest – Disruptive Innovation Under the Microscope

Aoifinn Devitt | Chief Investment Officer 

This episode of the Moneta Moneywise Podcast is a robust and packed discussion on topics that are gripping markets today as Moneta’s CIO Aoifinn Devitt shares a conversation with legendary tech investor Cathie Wood, the founder and CEO of ARK Invest.

  • We delve into some of Wood’s current investing themes and what drives them – such as the adoption of digital wallets, the rise in artificial intelligence, and the future of cryptocurrencies, autonomous vehicles and other technology.
  • We look at some of the assumptions underlying those themes and ask what probabilities they are based on and what the likely outcomes are going to be in the short, medium and long term.
  • We examine where past assumptions have not always worked out and why while examining some of the times when the ARK Invest team was early but ultimately mistaken in a thesis.
  • Wood describes her path into the world of investing, why she started ARK and her career-long focus on innovation.

This conversation took place at a Moneta CIO tea in late March 2022. Moneta’s CIO teas are weekly conversation sessions hosted by Devitt for the Partner and Advisor teams across the firm. We are making this conversation available as a podcast so you, too, can sit in on the insightful discussion.–49267569



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