FYI - For Your Innovation

ARK Client Portfolio Manager Ren Leggi and Chief Futurist Brett Winton discuss why ARK believes investors should consider an allocation to disruptive innovation in 2023 in today’s episode of FYI. Ren and Brett discuss the potential size of the disruptive innovation opportunity, why ARK focuses exclusively on investing in innovation and what some of the major breakthroughs were in 2022 that the mar...

There are many speculations about the future of artificial intelligence (AI), and in this episode, we hear the opinions and predictions of a player in the inner folds of the AI space. Naveen Rao is the CEO and Co-Founder of the machine learning (ML) training platform, MosaicML, and the former CEO and Co-Founder of Nervana Systems. Naveen shares insight into the thesis behind Mosaic and the practic...

It is officially the golden age of TV: no matter how and what you want to watch, there is a platform for you to find it. Nick Grous, Associate Portfolio Manager at ARK, is here to comment on the ongoing wars between Netflix, Disney +, Hulu, Amazon Prime, and other streaming platforms. It seems it is back to the basics for many of these platforms: a change in their digital approaches highlights ada...

On this episode of the For Your Innovation podcast, we feature a special year-end episode of “In the Know” with ARK CEO/CIO, Cathie Wood. In the episode she answers investor questions ranging in topics including general market conditions, inflation, deflation, corporate earnings, interest rates, disruptive innovation, ARK’s investment process, supply-chain, and the outlook for 2023. As always, she...

As the year comes to an end, we would like to thank everyone who listened to the FYI — For Your Innovation podcast. In this final episode of 2022, we compiled some of our most interesting podcast episodes for you. Please enjoy this summary and tune back in when we return in 2023. 1. Space, Business, and the Business of Space with Jared Isaacman from Shift4 Payments (Ep. 127) Chief Futurist Brett W...

We are pleased to introduce the ARK Crypto Brainstorm; a quarterly conversation between a rotating group of experts in the crypto space, The ARK Crypto Brainstorm will be published through the For Your Innovation podcast channels and aims to be an informative and in-depth conversation on the current state of the ever-changing crypto landscape with experts offering diverse viewpoints. In the first...

He is one of America’s most renowned and accomplished entrepreneurs and helped make the internet what it is today. Steve Case’s entrepreneurial journey began in 1985 when he co-founded America Online (AOL), the largest internet-access subscription service company in the United States. He stepped down as CEO of AOL in 2000 after negotiating the largest merger in business history. He has an immense...

From The Great Depression and the two World Wars to now COVID and the escalation of the War in Ukraine, the world has had its fair share of economic downturns. However, the way we recover from it seems different now than it was in the early 1900s. Here with us today to discuss the differences and similarities of past, present, and future recessions is Wharton Professor and esteemed economist, Jere...

Programming has transitioned from machine code to punch cards, from assembly to high-level languages, and from C to dynamic languages, then to Python. Now, we are heading into the next frontier with artificial intelligence (AI) technology, and today’s guest, Amjad Masad, is one of the leaders designing the future of software engineering. During this episode, Amjad explains how the challenges he ca...

MyWallSt is built on a simple mission: to get the world investing successfully. During today’s discussion, co-founder Emmet Savage shares a wealth of insights from his investment journey, which began in the early 90s. Listeners will become privy to six golden rules Emmet has learned the hard way during his career, plenty of which can be applied far beyond financial decision-making. Hear the origin...

Today’s guest Chip Walter is a Navy veteran and Managing Director of Marlinspike Partners, a company working to solve the technological needs in space, cybersecurity, and artificial intelligence (AI) through investment. Tune in to hear about Chip’s background in the Navy, how he ended up at Marlinspike, and his experience flying a P-3 plane. We discuss the roles of the Prime contractors in defense...

Here at ARK, the number one question we hear is: has innovation bottomed? Steven Vannelli is seeing signs that innovation may have hit the bottom and that there might be a significant turning point ahead. Steven is Founder and CEO of Knowledge Leaders Capital and Chief Investment Officer of the Knowledge Leaders Funds. There, he oversees investment strategy, asset allocation, and security selectio...

With steadily increasing technological advancements and a new way of living with the global pandemic, Data as a service (DaaS) has become a very attractive business model. Taking full advantage of the growing internet is today’s guest, CEO of privately held SafeGraph and the host of The World of DaaS podcast, Auren Hoffman. To paraphrase our guest, SafeGraph sells data about physical places, they...

When his six-year-old daughter was diagnosed with acute lymphoblastic leukemia, Tom Whitehead was determined to do whatever it took to save her life. In 2012, Emily Whitehead became the first patient enrolled in a clinical trial of a new immunotherapy treatment known as CAR T, which would ultimately turn her immune system into a powerful weapon against cancer. A decade later, this cancer treatment...

Today’s guest is MIT professor, chemical engineer, scientist, inventor, and investor Dr. Bob Langer. Dr. Langer has over 1,400 granted or pending patents and has been cited 374,000 times (and counting)! As a co-founder of Moderna, he has great insights into the potential of mRNA to treat diseases of various descriptions. Joining us to pick this extraordinary mind is clinically trained entrepreneur...

The world of cryptocurrency and blockchain technology is a rapidly evolving sector that has grown tremendously in popularity in recent years. However, the original philosophy of crypto and blockchain has been altered by interests in capital gain and convenience, eroding the founding ethos of the technology. This was not acceptable to today’s guests, Arthur and Kathleen Breitman, who decided to bui...

Today, Will Summerlin hosts a conversation with Manu Sharma, founder and CEO of Labelbox, a privately held data curation and artificial intelligence (AI) company. In the episode, Manu unpacks the role of AI in powering real-world solutions, discusses why he believes the AI paradigm shift is really all about data, and what motivates him to create a product suite to orchestrate AI activities. We als...

On this episode of For Your Innovation, we showcase Episode 34 of our monthly video series, “In the Know,” from October 7, 2022. ARK CEO, CIO and Founder Cathie Wood, weighs in on M2 growth, inventory pile-ups, liability driven investing, commodity prices, and why we believe the Fed is making a mistake as they base policy on lagging economic indicators. She discusses fiscal policy, monetary policy...

Please note: as of 6/30/22, ARK’s clients own greater than 1% of the shares outstanding of Beam Therapeutics Inc. On today’s episode, ARK analyst Ali Urman hosts the inventors of the adenine base editor (ABE) and the cytosine base editor (CBE) Nicole Gaudelli and Alexis Komor, respectively. Nicole is the Senior Director and Head of Gene Editing Platform Technologies at Beam Therapeutics, and Alexi...

On today’s episode, ARK analysts Max Friedrich and Will Summerlin are joined by co-founders and co-CEOs of Titan, an online investment management platform, Joe Percoco, and Clay Gardner. In this episode, we hear how these business partners met and founded their company, their mission, and vision, how they remove the ‘middleman,’ and more. We also discuss what Titan believes prevents investors from...

In this episode of For Your Innovation, we sit down with multi-hyphenate Kimbal Musk to talk about food justice, Big Green, and its latest branch, Big Green Decentralized Autonomous Organization (DAO). Billed as the first non-profit-led philanthropic DAO, this experiment is aiming to use the power of decentralization and automation to impact lives on the most basic level. Kimbal shares a little ab...

On today’s episode of the For Your Innovation podcast, our Chief Futurist Brett Winton interviews Bloomberg’s Eric Balchunas. Eric Balchunas is Senior ETF Analyst at Bloomberg Intelligence, where he leads the ETF and passive fund research and contributes to Bloomberg Opinion. He is a frequent speaker at industry events and conferences, as well as the co-creator of the Bloomberg podcast Trillions a...

Today CEO and CIO Cathie Wood and Angie Dalton engage Caitlin Long, the CEO and Founder of the privately owned Custodia Bank, in an insightful conversation about her work and her particular take on the possibilities of crypto technologies in the current climate. Caitlin’s approach is one we do not hear about so often, and we get to explore how Custodia Bank is hoping to harness the powers of new t...

The idea of artificial intelligence (AI) may appeal to many businesses for its cost-saving potential, but ARK believes in its ability to enable scaling reaches far beyond. Today, we are joined by the CEO of Scale AI, Alex Wang, to talk about the problem Scale was born out of, and its mission to enable every organization to utilize AI technology. In our conversation, we touch on everything from Sca...

Today Frank Downing and Nick Grous are joined by current CEO of Polygon Studios, Ryan Wyatt! A lifelong gamer and technology enthusiast, Ryan shares his journey through these worlds as a user and then as a professional before we dive into Polygon and some of the foundational elements of what they are doing in the gaming and non-fungible token (NFT) space. Ryan talks about the Polygon protocol, and...