Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Non-Tech : Kirk's Market Thoughts -- Ignore unavailable to you. Want to Upgrade?

To: w0z who wrote (11624)	7/26/2021 7:01:09 AM
From: w0z	Read Replies (1) \| Respond to of 26787

as a free member of RealVision Crypto Sorry I was wrong. The video is up but access is limited to Essential level members which I no longer am a member of. Decided I only cared about the free Crypto thread and let my subscription expire. Here's the link for anyone who is Essential or above: realvision.com 13D Research & Strategy founder and CEO Kiril Sokoloff welcomes long-time friend and the world’s greatest innovation investor in public markets Cathie Wood, founder and CEO of ARK Investment Management LLC. Drawing on her professional and personal life experiences, Wood shares how they have shaped her perspective on the rapidly evolving exponential trends that will disrupt the investment landscape—and sooner than many expect. She projects that transformative innovation will lift the market cap in publicly-traded companies focused in these technologies from $14 trillion to $75 trillion in the next five to ten years, which threatens to make nearly half of the companies in the S&P 500 obsolete. As well, Sokoloff and Wood explore the challenges posed to the asset management industry as it has been slow to adjust to the high-speed pace of this technological change. Taking into account the Fed’s ongoing dovish policy stance, the movement of bond yields, and the shift to a consumption of services, Wood also unpacks her insights into the cyclical deflationary set-up she sees unfolding. Filmed on July 13, 2021.

To: w0z who wrote (11624)	7/26/2021 10:59:27 AM
From: Kirk ©	Read Replies (1) \| Respond to of 26787

Is Cathie Wood in 2021 the equivalent of Kevin Landis in 2000? That is the fish are biting and they sell/sold bubbles to bubble heads? I remember a clueless radio talking head, Bob Brinker, recommending Landis's TEFQX fund even as he claimed to be bearish in 2000 despite making a huge investment in QQQ just before it collapsed with his managed accounts. ( Detailed summary of Bob Brinker’s QQQ Advice) 22 years later, that TEFQX fund is still trailing the S&P 500! firsthandfunds.com Landis got a LOT of CNBC air time much as Cathie Wood is getting now...