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EssentialThe Kiril Sokoloff Interviews

How Cathie Wood's Unique Research Has Her Bullish on Tesla and EVs

Featuring Cathie Wood & Kiril Sokoloff

Jul 27, 2021 • 20 minutes

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Essential

The Kiril Sokoloff Interviews

How Cathie Wood's Unique Research Has Her Bullish on Tesla and EVs

Cathie Wood shares with Kiril Sokoloff her approach to research - macro-focused, first principles-based, & bottom-up - and how this gives her an edge.

Featuring Cathie Wood & Kiril Sokoloff

Jul 27, 2021 • 20 minutes

Cathie Wood, founder and CEO of ARK Investment Management LLC, joins 13D Research & Strategy founder and CEO Kiril Sokoloff to walk through her distinct research approach that allows the team at ARK to identify disruptive technologies and how this has led to her evaluation of the auto industry’s future. As someone whose research is macro-focused and first principles-based, Wood describes her investment process by explaining ARK's deep research into Tesla’s developments of innovative battery technology and chip design that leaves competitors who are beholden to traditional design cycles behind in the dust. She also expounds on how her bottom-up research is differentiated from others, allowing ARK to map out the exponential growth trends of emerging tech on the macro level. From there, Sokoloff and Wood consider how the convergence of various secular trends will flip the auto industry on its head such as ride-hailing, autonomous driving, vertical integrations of manufacturers, and shifts in consumer preferences. Filmed on July 13, 2021. Show More

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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