Traction Will Be Gained By Disruptive Innovators In Our Portfolio, Says Ark Investment's CEO

The video discusses the balance between skill and luck in investment, highlighting how innovation, particularly in tech and genomics, gains traction during economic downturns. It examines Amazon's strategic growth and diversification, emphasizing the importance of secular growth stories and the impact of cyclical economic changes. The conversation also touches on investment strategies, focusing on cost declines in technology and the potential for disruptive innovation.

What factors should be considered when evaluating the performance of active managers?

How do disruptive innovators gain traction during tumultuous periods?

In what ways is technology impacting various sectors according to the discussion?

What are the implications of cyclical concerns on secular growth stories?

How does the speaker suggest handling opportunities during periods of controversy in the market?