Cathie Wood on New ETF, Investing Strategy

The video discusses the importance of transparency in companies, highlighting the creation of an ETF based on transparency metrics developed by Paul Pignato. It explores how transparency can impact business success and innovation. The discussion also covers investment strategies, focusing on high conviction stocks and managing concentration risk. The impact of interest rates on market dynamics and investment strategies is also examined, emphasizing the importance of a long-term investment horizon.

What strategies does the speaker employ during periods when their investment style is out of favor?

What does the speaker mean by 'concentration risk' in their investment strategy?

What lessons does the speaker draw from past market behaviors, particularly during downturns?

How does the speaker justify their confidence in achieving a 40% compound annual rate of return?