Ozempic, AI Wearables, Tesla Price Cuts | The Brainstorm EP 18
10/13/23 • 40 min
If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.
This week, Associate Portfolio Manager Nick Grous Autonomous Technology and Robotics Director of Research Sam Korus are joined by ARK Analyst Ali Urman, Research Associate Andrew Kim and Founder and CEO of Eternal Reggie James.
Key Points From This Episode:- Intro
- Ozempic
- AI Wearables
- Tesla Price Cuts
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
Twitter: https://twitter.com/public
If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.
This week, Associate Portfolio Manager Nick Grous Autonomous Technology and Robotics Director of Research Sam Korus are joined by ARK Analyst Ali Urman, Research Associate Andrew Kim and Founder and CEO of Eternal Reggie James.
Key Points From This Episode:- Intro
- Ozempic
- AI Wearables
- Tesla Price Cuts
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
Twitter: https://twitter.com/public
Previous Episode
Back to Basics: Debunking Some of Bitcoin’s Biggest Misconceptions
Since inception, ARK has researched and published thoughts on the cryptocurrency ecosystem within Big Ideas and through articles, whitepapers, monthly Bitcoin reports and podcasts. Now, in coordination with Bitcoin Park, ARK is pleased to introduce a monthly conversation with leaders in the Bitcoin space, to discuss everything happening in the rapidly-changing and still nascent Bitcoin ecosystem. Published through the For Your innovation podcast channels, this monthly series aims to be informative and enlightening, including experts with diverse viewpoints.
Guests on this month’s Bitcoin Brainstorm include:
Alex Gladstein: Chief Strategy Officer, Human Rights Foundation
Jameson Lopp: Co-Founder & CTO, Casa and Creator of http://bitcoin.page, http://lightning.how, http://statoshi.info
Korok Ray: Bitcoin Professor at Texas A&M
Erik Hersman: Co-Founder and CEO of Gridless Compute
Yassine Elmandjra: Crypto Lead at ARK Invest
Dr. Art Laffer: American Economist
Cathie Wood: Founder, CEO and CIO, ARK Invest
Rod Roudi: Co-Founder, Bitcoin Park
Key Points From This Episode:- 00:00:00 Intro to Bitcoin Brainstorm episode 3 and our panel of guests from Rod Roudi
- 00:02:17 Yassine sets up the purpose of this month’s episode: to address common misconceptions and pushback around bitcoin
- 00:05:05 Cathie Wood sets up her relationship with Dr. Art Laffer and why
- 00:09:45 Alex lays out some of the most common concerns and pushbacks associated with bitcoin
- 00:11:57 Dr. Laffer provides historical monetary context to explain his questions on bitcoin
- 00:21:01 Jameson, Erik and Korok help explain the importance of bitcoin mining to the network and potentially to the energy grid at large
- 00:28:16 Alex explains why bitcoin has value globally and why bitcoin mining was invented and why it is important to stabilize the bitcoin network
- 00:32:29 Does the marginal cost of energy determine the cost of bitcoin?
- 00:39:12 Alex and Erik propose a potential future that could be unlocked by bitcoin if used as a global currency
- 00:44:20 Yassine and Dr. Laffer discuss how a bitcoin standard could be a viable replacement for the gold standard
- 00:51:15 Dr. Laffer explains that the potential to replace the US dollar is his greatest excitement in bitcoin
- 00:55:56 Jameson explains that bitcoin is pseudonymous rather than anonymous, and that bitcoin itself is not encrypted
- 01:00:37 Alex discusses the inherent need for the Bitcoin blockchain to be completely auditable
- 01:04:47 Jameson and Rod walk through the halving process and the transparent strength of the network
- 01:05:46 Art poses the question: what does our panel believe makes bitcoin valuable?
- 01:13:36 Alex explains that bitcoin does not necessarily have counter party risk but it may have exchange rate risk
- 01:15:50 The speed of transactions in bitcoin have been improving greatly and is actual assets moving at rapid speed rather than liabilities being passed quickly
- 01:23:27 Rod and Dr. Laffer talk through some crucial differences between gold and bitcoin
- 01:26:42 Why bitcoin can be a potential preservation of wealth, and why volatility in the price of bitcoin can be either good or bad
- 01:39:40 Cathie and Yassine wrap up the conversation
Next Episode
Everybody Gets a Robot? | The Brainstorm EP 19
If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.
This week, Associate Portfolio Manager Nick Grous Autonomous Technology and Robotics Director of Research Sam Korus are keeping it short and have just one topic: robots.
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
Twitter: https://twitter.com/public
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