Cathie Wood Says We're Going Through 'Soul-Searching'

The transcript discusses the concentration risk in ETFs and the strategy of diversifying portfolios during bull markets. It explains the approach of concentrating portfolios during downturns, contrasting it with traditional asset managers. The speaker highlights unusual market conditions where their strategies are down despite market appreciation. They emphasize a long-term investment strategy with a five-year horizon, projecting a 40% compound annual return. The discussion includes assumptions of valuation compression and the focus on innovation platforms involving multiple technologies.

What does the speaker believe about the future of their investment strategy despite current market conditions?

What are the five innovation platforms mentioned that are expected to scale exponentially?