On TCAF 95 Cathie Wood joins Michael Batnick and Downtown Josh Brown to discuss investing in innovation, AI fact vs fiction, how big Tesla can get, why Ark bought Nvidia in 2014, Zoom vs Google Meet vs Microsoft Teams, and much more!
Thanks to Flourish for sponsoring this episode. Advisors who are interested should check out https://hubs.ly/Q01RRlxq0. Rates are subject to change and terms and conditions apply.
00:00 - Intro / Ad Read
01:14 - St. Petersburg
08:01 - Introductions
09:10 - 2023 Outlook
16:54 - Earnings
19:57 - Is Innovation Deflationary?
26:18 - Nvidia and AI
45:25 - Elon and Tesla
57:37 - Zoom vs Google Meet vs Microsoft Teams
01:01:40 - Docusign
01:05:11 - Bubbles
Thanks to Flourish for sponsoring this episode. Advisors who are interested should check out https://hubs.ly/Q01RRlxq0. Rates are subject to change and terms and conditions apply.
00:00 - Intro / Ad Read
01:14 - St. Petersburg
08:01 - Introductions
09:10 - 2023 Outlook
16:54 - Earnings
19:57 - Is Innovation Deflationary?
26:18 - Nvidia and AI
45:25 - Elon and Tesla
57:37 - Zoom vs Google Meet vs Microsoft Teams
01:01:40 - Docusign
01:05:11 - Bubbles
- Category
- Management

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