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Ep 31: Larry Swedroe on Cathie Wood's stricken ARK fund

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Manage episode 355438823 series 1635014
Content provided by Robin Powell and The Evidence-Based Investor. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Robin Powell and The Evidence-Based Investor or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

This time last year it seemed that Cathie Wood could do no wrong. 12 months on, America’s most high-profile active fund manager is struggling to maintain her reputation as one of the most successful stockpickers of the last few years.

Her flagship ARK Innovation ETF ended 2021 in a 40% drawdown that only worsened to nearly 50% in the first few days of January.

So what should investors make of it? Was Cathie Wood’s stellar outperformance in 2020 down to skill or luck, or a combination of the two? What, if anything, should ARK investors do now? Do ARK’s current problems tell us anything about the state of the global equity markets? And what are the lessons to learn?

TEBI’s founding editor ROBIN POWELL has been put putting all of these questions to LARRY SWEDROE.

  continue reading

58 episodes

Artwork
iconShare
 
Manage episode 355438823 series 1635014
Content provided by Robin Powell and The Evidence-Based Investor. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Robin Powell and The Evidence-Based Investor or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

This time last year it seemed that Cathie Wood could do no wrong. 12 months on, America’s most high-profile active fund manager is struggling to maintain her reputation as one of the most successful stockpickers of the last few years.

Her flagship ARK Innovation ETF ended 2021 in a 40% drawdown that only worsened to nearly 50% in the first few days of January.

So what should investors make of it? Was Cathie Wood’s stellar outperformance in 2020 down to skill or luck, or a combination of the two? What, if anything, should ARK investors do now? Do ARK’s current problems tell us anything about the state of the global equity markets? And what are the lessons to learn?

TEBI’s founding editor ROBIN POWELL has been put putting all of these questions to LARRY SWEDROE.

  continue reading

58 episodes

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