Ark's Cathie Wood hais tias Passive Investing Sparked Qhov 'Musallocation Loj Tshaj Plaws Hauv Keeb Kwm Ntawm Tib Neeg'

Tojsiab

Hais lus ntawm Forbes 30/50 Summit nyob rau hauv Abu Dhabi hnub Monday, famed stock picker, Cathie Wood, ntawm Ark Invest sharply thuam tsis txaus nqis peev thiab touted disruptive innovation stocks, txawm hais tias nws cov flagship fund tseem mus tshaj tawm tsis muaj kev rov qab los raws li cov shares ntawm sab saum toj tuav xws li Tesla thiab Zoom txuas ntxiv tawm tsam.

Cov Lus Tseem Ceeb

Tus tsim thiab CEO ntawm Ark Invest rau hnub Monday tau thuam qhov kev hloov pauv mus rau qhov kev nqis peev uas tsis zoo li "rov qab saib," sib cav tias "kev ntshai" tau thawb cov tub ua lag luam rov qab mus rau "kev ua lag luam indexes, uas yog hom tsis nco qab."

Wood hais tias "Kuv ntseeg tias qhov no yog qhov kev faib nyiaj tsis raug loj tshaj plaws hauv keeb kwm ntawm noob neej," Wood hais Forbes, sib cav hais tias nws lub tuam txhab thesis ntawm kev nqis peev hauv kev cuam tshuam kev siv tshuab tam sim no tseem ceeb dua li niaj hnub no qhov tsis paub tseeb hauv kev lag luam.

Tus neeg xaiv khoom lag luam nto moo tau hais meej tias nws tseem pom "kev loj hlob muaj txiaj ntsig" ua ntej, tab sis muaj kev pheej hmoo ntau ntxiv rau cov neeg ua lag luam tau "tsis ua raws li cov qauv ntsuas" thaum muaj kev txhawj xeeb txog kev nce nqi, kev tsis sib haum xeeb ntawm Russia-Ukraine thiab Tsoom Fwv Teb Chaws Reserve qhov kev nce qib tom ntej.

Ntoo qhov kev vam meej tau nce siab hauv 2020 thaum nws cov peev txheej ARK Innovation tau nce ze li 150%, tab sis txij li qhov kev ua tau zoo tau poob qis nrog cov nyiaj poob 24% xyoo tas los thiab lwm 37% txog tam sim no hauv 2022.

Tus Thawj Coj Ark Invest tseem tsis tau txiav txim siab los ntawm nws cov neeg tsis ntseeg: "Kev twv txiaj tawm tsam kev tsim kho lub sijhawm ntev yog qhov kev poob qis," nws hais ntxiv tias "cov lus teb visceral [los ntawm cov neeg thuam] qhia kuv tias peb tab tom ua qee yam yog."

Thaum kev tsim kho tshiab yog thawj zaug "turbocharged" los ntawm cov teeb meem uas tshwm sim thaum lub sijhawm muaj tus kabmob coronavirus hauv 2020, Wood tam sim no pom qhov sib piv rau kev ua lag luam niaj hnub no: "Kuv xav tias peb rov qab mus rau qhov ntawd dua, thiab tam sim no nrog Russia-Ukraine teeb meem, peb muaj ntau yam ntxiv. teeb meem.”

Tseem Ceeb:

“Innovation daws teeb meem. Tam sim no peb muaj teeb meem ntau ntxiv, ” Wood hais.

Dab Tsi Los Saib:

Nrog rau cov nqi hluav taws xob nce siab nyob rau lub asthiv tsis ntev los no thaum muaj kev tsis sib haum xeeb ntawm cov neeg xa khoom loj Russia thiab Ukraine, uas tau tsim "kev poob siab loj" uas yog "yuav ua rau cov neeg siv khoom txaus ntshai," Wood hais. Forbes. "Kuv xav tias qhov kev pheej hmoo ntawm kev lag luam tau nce ntau heev."

Qhov tseeb ceeb:

Txawm hais tias cov kws tshaj lij pom zoo tias kev nce nqi roj tuaj yeem ua rau muaj kev nce nqi ntau dua hauv Tebchaws Meskas, cov khoom lag luam ntawm cov nqi hluav taws xob nce ntxiv yog tias lawv yuav "tsuas yog ua kom nrawm nrawm rau lub tsheb hluav taws xob thiab kev thauj mus los ntawm tus kheej," raws li Wood. Qhov ntawd yog xov xwm zoo rau nws qhov kev tuav loj tshaj plaws, lub tuam txhab hluav taws xob-tsheb tuam Tesla-nrog Ark Innovation peev tuav ib ceg txheem ntseeg muaj nqis tshaj $ 1 nphom. Ntoo cov nyiaj tseem ceeb tseem muaj txoj haujlwm loj hauv lub tuam txhab kev noj qab haus huv virtual Teladoc (nqi tshaj $ 750 lab), video streaming platform Roku (nqi tshaj $ 700 lab), video conferencing service Zoom (tus nqi ib ncig $ 650 lab) thiab cryptocurrency pauv Coinbase (tus nqi $ 600 lab) .

Nyeem ntxiv:

Dow ntog 600 cov ntsiab lus, Roj luv luv hits $ 130 ib chim, tsis muaj qhov kawg ntawm kev pom rau Russia qhov ntxeem tau ntawm Ukraine (Forbes)

'Muab Peb Tsib Xyoo': Cathie Wood Tiv Thaiv Kev Nyuaj Siab Tech Stocks Raws li Flagship Fund Craters (Forbes)

Cathie Wood Doubles Down Ntawm Kev Loj Hlob Tom Qab Cov Nyiaj poob Ib feem tsib ntawm nws tus nqi hauv 2021 (Forbes)

Kev lag luam poob qis los ntawm Russia qhov kev cuam tshuam yuav yog 'mob siab'-Tab sis kev nce nqi yuav nce siab dua, Cov kws tshaj lij no kwv yees (Forbes)

Tau qhov twg los: https://www.forbes.com/sites/sergeiklebnikov/2022/03/07/arks-cathie-wood-says-passive-investing-sparked-the-most-massive-misallocation-of-capital-in- the-history-of-mankind/