Episode Details

Cathie Wood’s Ark Innovation ETF is facing headwinds after a rough year, with recent underperformance and investor withdrawals, yet she’s doubling down on her belief in AI and innovation’s deflationary power. Despite trimming her Palantir stake—though the company’s earnings beat expectations—Wood still sees it as a leader in AI software. She’s also boosting positions in Eli Lilly and Coinbase while cutting back on Tesla and Shopify, showcasing her agile, conviction-driven investing style amid market turbulence.

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