The mission of Ticker Symbol: YOU is to help listeners form a coherent, data-driven vision of the future so they can identify their own investment thesis in it. To do so, this podcast covers ARK Invest's biggest ideas, publications, and stock picks. Alex provides opinions, commentary, and context around ARK Invest's research into disruptive innovation, advanced technologies, and stocks held in Cathie Wood's actively managed funds: ARKK, ARKG, ARKW, ARKF, ARKQ, and ARKX. Occasionally, the podcast may discuss advancements in science, technology, and finance that are changing the world but may not be currently held by ARK Invest. Disclosures: Alex is long ARKW, ARKF, ARKG, TSLA, SQ, TDOC, SHOP, SPOT; is not a financial advisor; is not affiliated with ARK Invest (besides being a shareholder); is not affiliated with Wikimedia (besides being a donor).
The stock market has been crashing, with growth stocks collapsing by 50-75% over the last 6 months. But there's one stock in particular that has crashed, even though it's a market leader in 3 separate industries: mobile gaming, augmented reality and virtual reality content. It also acquired one of the best visual effects studios on the planet. Unity Software Stock (U Stock) is about much more than just video games - it's a platform for building 2D and 3D experiences. While Unity stock is down 75%, Unity's business has almost never been stronger. Here's why I think U stock is one of the best stocks to buy now and why Cathie Wood puts this tech stock in the ARK Invest funds, including ARKK and ARKW.
Get your free stock worth up to $1000 at https://tickersymbolyou.com/public once you open an account! *This is not investment advice. Offer valid for U.S. residents 18+ and subject to account approval. See Public.com/disclosures/Palantir is terrible at exactly 3 things: marketing, marketing, and marketing. Nobody knows why they hold PLTR stock. Nobody can explain the business or its market differentiator. Not even Palantir. So, Palantir stock just collapsed by over 20% after their most recent earnings call, and honestly, it was kind of justified. There were a bunch of issues in their earnings report and they did very little to address them on the call. I'm going to walk you through the good, the bad, and the very ugly parts of their earnings and then tell you what I'm doing about it now.
https://tickersymbolyou.com/masterworks From 1995 to 2020, fine art has appreciated 14% annually vs. S&P500's 9.5%, so it's a great way to diversify without sacrificing performance. Masterworks disclosures: https://mw-art.co/37WwvbDThe Federal Reserve just raised interest rates, which affects many of the best stocks to buy now (think TSLA and PLTR stocks). However, inflation and interest rates aren't the whole story. The thing long-term investors like Cathie Wood at ARK Invest should be worried about is quantitative tightening, which is when the Federal Reserve takes money OUT of the market. Here's exactly what happened the last time the Federal Reserve raised interest rates and took money out of the stock market at the same time.
Trade Bitcoin, Ethereum, and other cryptos with ZERO fees on FTX. Use my referral code and get a free coin when you trade $10: https://tickersymbolyou.com/ftx - Use code: TSYOUMark Zuckerberg is betting his entire Facebook empire (FB stock) on virtual reality because he thinks it will unlock trillions of dollars in new markets. In fact, he plans on spending 180 billion dollars to make it happen. That's more than Jeff Bezos is worth today! But there's just one problem. The Metaverse actually doesn't need VR at all. There are two technology platforms that spell GAME OVER for Meta and they all exist today! Nvidia Omniverse (NVDA stock) and Ethereum (ETH, a cryptocurrency ). Here's what the Metaverse will really look like and who's building it right now!
Co-founded by Peter Thiel and named after the powerful but dangerous magic seeing stones from Lord of the Rings, Palantir (PLTR Stock) is one of the most controversial companies in the world. Some of their early clients include the CIA, the FBI, the NSA, and the US Special Operations Command – 4 organizations most often associated with secrecy, spying, and other shadowy operations. Their own marketing seems to only add to the intrigue of PLTR while interviews with their eccentric yet charismatic CEO Alex Karp often lead us to more questions than answers. Questions like: Is this really a company we should support, let alone invest in? To answer that, we need to answer a different question first: what does Palantir actually do, exactly?
I thought I knew something about Palantir. I was wrong. Now I want to get my hands on it. :)Here's my playlist on Palantir (so far): https://www.youtube.com/watch?v=PZbBj6LSsuY&list=PLEzjBEcw2qf3nT_EpUVZPWzj8nxgFDRgH&t=0s
Trade Bitcoin, Ethereum, and other cryptos with ZERO fees on FTX. Use my referral code and get a free coin when you trade $10: https://tickersymbolyou.com/ftx - Use code: TSYOUThe stock market crash of 2022. Are you prepared? The truth is that tech stocks or crypto don't just go up in a straight line and being on the brink of a recession, oil and wheat prices at all-time highs... the global economic picture has not looked this bad for a long time. Here are 5 great tips for keeping your cool while investing during the 2022 recession.
In the Know with Cathie Wood is a monthly ARK Invest video series that talks about stocks, macroeconomics, and technology. Here's a 10-minute supercut of ARK Invest's latest episode, where Cathie Wood talks about the impacts of the Russia-Ukraine conflict on the markets and different indicators we can be watching now. Sources are provided for investors to come to their own conclusions.
Tesla's progress in artificial intelligence means GAME OVER for other automakers like Ford (F stock) and GM (GM stock). Tesla (TSLA) is using their massive data advantage and vision-only full self-driving algorithms to dominate the future of autonomous mobility. This is why Tesla stock sits at the top of 3 ARK Invest funds (ARKK, ARKW, and ARKQ) and continues to be one of the best stocks to buy now.
Cathie Wood is selling PLTR stock out of every ARK Invest fund, including their flagship ARKK ETF, after Palantir's latest earnings call. Is ARK Invest right to sell Palantir stock, or is PLTR still one of the best stocks to buy now?
ARK Invest recently released their Big Ideas 2022 report, where they call out Tesla's historic lead versus other automakers. ARK Invest presents an EV Performance index and the Tesla models score well above the likes of General Motors (GM stock) and Ford Motor Company (F stock). This episode focuses on the electric vehicle market, Tesla's biggest competitive advantages, how it will keep making history, and why it's still Cathie Wood's biggest investment, even after growing more than 500% over the last two years! Here's why TSLA (Tesla stock) is still one of the best stocks to buy now!
Palantir (PLTR) is just one of many awesome companies partnering with Wejo. But in a volatile market that punishes high-tech growth stocks, is Wejo a good investment? To answer that, I sat down for another interview with Wejo's CEO and Founder, Richard Barlow. We talked about connected vehicle data as well as their relationship with Palantir, their updated business model, unit economics, and path to profitability. I think this would be a no-brainer for Cathie Wood to hold inside ARKQ, the ARK Invest fund focused on the autonomous revolution, as well as ARKW, ARK Invest's fund themed around the next generation of internet applications. In fact, I'm starting to think Wejo stock could 10X from here and be one of the best stocks to buy now. Disclaimer on forward looking statements: https://www.wejo.com/forward-looking-statements
In the Know with Cathie Wood is a monthly ARK Invest video series that talks about stocks, macroeconomics, and technology. Here's a 15-minute supercut of ARK Invest's latest episode, where Cathie Wood talks about indicators she thinks tell a much different story on inflation and a stock market bubble in companies like F (Ford stock) and GM (General Motors stock), not Tesla (TSLA stock), which is actually meeting demands despite a chip shortage and supply chain issues. Sources are provided for investors to come to their own conclusions.
ARK Invest just dropped their Big Ideas 2022 presentation! It's filled with great information on the advanced technologies and growth stocks found in ARKK, ARK Invest's flagship innovation fund managed by Cathie Wood. This episode covers an introduction to the 2022 Big Ideas report (#BIS2022) and how investors should be using the information to find some of the best stocks to buy now.
The Roundhill Ball META ETF is filled with some of the best stocks to buy now, even if the Metaverse takes many years to get here. It's filled with stocks like NVDA (Nvidia Stock), Meta Platforms (FB stock, soon to be MVRS), Unity Software (U stock), but also companies like Sea Limited (SE stock), Microsoft (MSFT), Square (SQ), and Paypal. Yet, this thematic fund is much different than ARKW, the ARK Invest fund themed around advanced internet applications and actively managed by Cathie Wood. Can the Roundhill Ball Metaverse ETF really compete with the legendary ARK Invest?
⚡ TSLA (Tesla stock) is reacting to a larger pattern than we think. Many stock market forces are coming together to prop up GM stock. For example, General Motors says they plan to go fully electric by 2035. U.S. President Joe Biden says Mary Barra, GM CEO, electrified the auto industry. Did we all forget that GM bought an 11% stake in Nikola Motor Company (NKLA stock) - or is this part of a larger pattern? In this episode, I'll show you the hidden numbers behind every Tesla stock prediction saying it's one of the best stocks to buy now and how GM's fate is already sealed.
Cathie Wood just released an urgent warning to investors that discusses the stock market research ARK Invest is dedicated to. According to Cathie Wood, ARKK - the ARK Invest flagship innovation ETF - is poised to grow at a 30-40% annual rate while stock market indices like the S&P500 could be filling up with value traps because they're so slow to add things like Tesla Stock (TSLA). So, which is it? After a 40%+ downturn, are the ARK Invest portfolios full of some of the best stocks to buy now, or are these tech stocks going to keep getting disrupted?
Joseph Carlson recently released his list of best stocks to buy now as well as his value investing plan for 2022. He regularly calls Cathie Wood and her ARK Invest funds (especially ARKK and ARKG) funds filled with hype stocks, preferring to put his money in stocks like AMZN, AAPL, and GOOG. In this episode, I react to his commentary on Cathie Wood, ARK Invest, his stock picks, and his overall plan for 2022.
Facebook, now Meta, recently announced that they're rebranding to focus on the Metaverse and that Facebook stock will become MVRS. I want to cover Virtual Reality now because this area of tech stocks is filled with some of the best stocks to buy now, even if you don't believe in Meta Platforms or even that Metaverse is going to take off. Virtual Reality was also featured in ARK Invest's Big Ideas 2021 report, but only with respect to video games. I believe that VR extends far past gaming and that ARKW, the ARK Invest fund themed around the next generation of internet applications, is missing many of the best stocks as a result.The stocks featured in this episode are Nvidia Stock (NVDA), Matterport (MTTR stock), Autodesk Stock (ADSK), and Unity Stock (U stock).
ARK Invest has prominently featured 3D Printing stocks in ARKK, ARKQ, ARKX, and PRNT. Cathie Wood has been holding stocks like NNDM (Nano Dimension stock), MTLS (Materalise stock), PRLB (Proto Labs stock), and DM (Desktop Metal stock) for years while calling for the 3D printing boom since the very start of @ARK Invest . It's actually been one of their Big Ideas since they began publishing it! So, are any of these 3D printing stocks the best stocks to buy now?
⚠️ Cathie Wood - the CEO, CIO, and Founder of ARK Invest - has clearly identified a set of investments she thinks are bad ideas and is warning several industries that they will face a deflationary crash. To no one's surprise, Tesla (TSLA), which is @ARK Invest 's biggest holding, stands to benefit greatly from these coming changes, which is why it's still one of the best stocks to buy now. Even Michael Burry has closed his short position, which is not only big Tesla news but big news for this entire sector in general. You've been warned!
Streaming stocks like NFLX, AMZN, ROKU, and other tech stocks might not be the only thing disrupting Cable TV stocks. The latest rounds of sports contracts for the NFL, NHL, MLB, and NBA reveal a lot more cost split among much fewer subscribers. Is Linear TV finally going away or will sports take it into overtime?
⚠️ Cathie Wood's warning to big banks: adapt or die. ARK Invest's Big Ideas 2021 includes digital wallets like SQ (Square stock), PYPL (Paypal stock), AAPL (Apple stock), which are top holdings in ARKW and ARKF. Will there be a day where banks are no longer too big to fail?
ARK Invest has prominently featured 3D printing in ARKK, ARKQ, PRNT and mentioned it as an enabling technology ARKX. Cathie Wood has been holding NNDM (Nano Dimension Stock), SSYS (Stratasys), DDD (3D Systems), and more for years while calling for the 3D printing boom since the start of ARK Invest. It's been one of ARK Invest's Big Ideas since they began publishing it! So, uh... where the heck are these things?
In this episode, I look at one fundamental law ARK Invest follows to pick innovative companies like Tesla (TSLA) way before Wall Street buys in. Their biggest portfolio, ARKK, is filled with companies like these, and ARK Invest's investment process is outlined here: https://ark-invest.com/investment-process/Using Tesla as an example, we can clearly see that ARK bought in at the perfect time, not because they were timing the market, but because Tesla entered the trough of disillusionment and the market was clearly pricing Elon's visionary electric vehicle company incorrectly. Wall Street cares about profit while Cathie Wood understands that exponential growth tomorrow comes from constant reinvestment today.I'm talking about the Law of Diffusion of Innovation, which is a framework for understanding how many people need to buy into an idea or technology for it to go mainstream (e.g. buy-in from Wall Street). Finally, I talk about an additional framework, the Gartner Hype Cycle, which talks about market sentiments depending on where a technology is in its adoption cycle. I'm confident you can use this framework to validate any innovation or disruptive technology Cathie Wood puts money behind, as well as use it to predict her future picks!