2024年7月5日 星期五

Cathie Wood on Trump, Tesla, the Fed, and Future | Full Interview.

 https://www.youtube.com/watch?v=39hj2HQ2P3s

 

 

0:00 - 0:23 Intro

0:24 - 8:49 How Cathie Wood Deals with Comparison

 8:50 - 13:36 Has the Fed Gone Too Far?

13:37 - 21:45 Cathie Wood’s Thoughts on AI

21:46 - 24:05 Cathie’s thoughts on Chips $NVDA

24:06 - 25:06 Why Did Elon Water Down Dojo?

 25:07 - 27:04 Does on Device AI Hurt Nvidia?

 27:05 - 28:45 Energy Plays for Data Centers

28:46 - 30:00 Elon’s Social Media Strategy

30:01 - 41:54 Recession Ahead or Did the Market Already Bottom?

 41:55 - 51:30 Would Cathie Wood Fire Jerome Powell / Crypto Adoption

51:31 - 55:12 How Can Young People Become Financially Free?

 55:13 - 1:01:46 The Next AI S Curve

 1:01:47 - 1:02:58 Does Tesla’s FSD Have Competition?

1:02:59 - 1:04:05 Innovation at Dell

1:04:06 - 1:10:52 When Do We See Rate Cuts?

1:10:53 -1:14:17 Immigration from an Economic POV

 1:14:18 - 1:14:25 Volker or Powell?

 1:14:26 - 1:15:22 Trump or Biden?

 1:15:23 - 1:19:26 Where Can Small Caps Disrupt AI?

 1:19:27 - 1:23:10 AI Investing Strategy

 1:23:11 - 1:27:33 Block Chain Stocks and Crypto Assets

1:27:34 - 1:33:07 How To Deal With Elon Musk's Drama

1:33:08 - 1:36:32 What Small Camp Companies Have Real AI?

1:36:33 - 1:41:13 Personally, How Do You Deal With Underperformance?

1:41:14 - 1:46:23 Rapid Fire Q&A

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