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EssentialThe Kiril Sokoloff Interviews

Creative Disruption in the Exponential Age

Featuring Kiril Sokoloff and Cathie Wood

Jul 30, 2021 • 130 minutes

Essential

The Kiril Sokoloff Interviews

Creative Disruption in the Exponential Age

In this two-hour interview, the first of its kind, Kiril Sokoloff interviews Cathie Wood, founder and CEO of ARK Investment Management.

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Featuring Kiril Sokoloff and Cathie Wood

Jul 30, 2021 • 130 minutes

In this two-hour interview—the first of its kind—Kiril Sokoloff interviews Cathie Wood, founder and CEO of ARK Investment Management. As of March 2021, ARK manages seventy-four billion dollars in assets and the performance of its funds has been spectacular. Cathie provides a deep level of insight into the events that will shape the exponential age. She discusses how half of the S&P 500 is now threatened by disruptive innovation and how research departments in the asset management business are going to have restructure as a result. Cathie describes her approach to research – embracing transparency, openly sharing information, and the importance of ARK's legendary brainstorming sessions. Cathie explains how sell-side analysts don't fully understand how technology is impacting the fundamentals of the companies they follow and how these new transformative technologies are driving this innovative revolution—the greatest revolution in 100 years and possibly in the history of capitalism. Cathie discusses, in detail, the five sectors at the forefront of innovation: DNA sequencing, robotics, energy storage, blockchain and AI, and then breaks down the 14 general-purpose technologies that she thinks will change the world – some of which include: blockchain, autonomous mobility, gene editing, adaptive robotics, reusable rockets, and neural networks. As one of the first investors in Bitcoin, Cathie thinks it could add $500,000 of value by 2025 and might replace bonds in the traditional 60/40 stock-bond portfolio. She sees deflation rather than inflation ahead and shares with Kiril how her faith has carried her through the tough years. Filmed on July 13, 2021.

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A lifelong learner, Kiril Sokoloff is devoted to the pursuit of truth in investing and living. The Kiril Sokoloff Interviews draw on his deep knowledge of financial markets, physical health, and overall well-being to generate insights others simply aren't equipped to surface. Each episode is a new opportunity. Sit in on conversations between Kiril and a fellow deep-thinker, as they discuss a wide array of financial market topics and share wisdom applicable to everyday life.

More Episodes

A lifelong learner, Kiril Sokoloff is devoted to the pursuit of truth in investing and living. The Kiril Sokoloff Interviews draw on his deep knowledge of financial markets, physical health, and overall well-being to generate insights others simply aren't equipped to surface. Each episode is a new opportunity. Sit in on conversations between Kiril and a fellow deep-thinker, as they discuss a wide array of financial market topics and share wisdom applicable to everyday life.

More Episodes

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