Cathie Wood Says Apple Is 'Great' But Ark Is About New Tech

The video discusses the characteristics of cash-like instruments and their defensive nature. It highlights the addition of tech stocks like Apple, Google, and Facebook to portfolios, especially during a bull market. The speaker notes a 150% increase in portfolio performance and anticipates market corrections, emphasizing the importance of liquid stocks. The video also covers defensive strategies using existing stocks and analyzes market movements and returns from other stocks in the portfolio.

What is the significance of liquid stocks in the investment strategy discussed?

How does the speaker plan to adjust their investment strategy in response to market movements?