Cathie shares her 2026 predictions on the AI companies and technologies she believes will boom over the next five years. Peter and Cathie also discuss the outlook for the US economy, markets, President Trump and much more.
Cathie also discusses the launch of the ARK Venture Fund, which provides access to some of the world’s most influential and fast-growing private companies, including OpenAI, Anthropic, Kalshi and Replit, to name a few.
Cathie Wood is the founder and chief investment officer of ARK Invest. Cathie has over 40 years of experience investing in disruptive innovation. Peter Switzer is the founder of the Switzer Group, a diversified content, publishing and financial services firm. An award-winning broadcaster and former academic economist at the University of New South Wales, Peter is one of Australia’s most recognised financial commentators.
In this episode:
- Tesla: why she calls it the ultimate AI company, ARK’s robotaxi maths, and the compound returns she expects over five years even if you halve her assumptions
- The AI names in the ARK Venture Fund: early stakes in OpenAI, Anthropic and xAI, plus Replit and Shield AI, now open to Australian wholesale investors
- Vibe coding: the AI shift she says turns everyone into a developer, and the companies behind it
- Kalshi and prediction markets: the case for a market that could scale to the size of derivatives
- Her boom call: AI lifting growth, inflation falling, and what she calls a real head spinner for markets
- Will AI take your job? The data behind her contrarian answer
- Trump and the new Reaganomics: tax cuts, deregulation and the wall of worry
Chapters
- 00:00 – Introduction
- 02:40 – Tesla, robotaxis and the ultimate AI company
- 08:48 – What is vibe coding?
- 12:17 – The ARK Venture Fund comes to Australia
- 24:20 – Kalshi and prediction markets
- 31:15 – The US economy, stocks and the boom
- 36:46 – Will AI take your job?
- 40:17 – Trump, Reagan and the golden era
Watch the breakout clips
Learn more about the ARK Venture Fund
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