82 - Investing in the Future | Cathie Wood, Chris Burniske, Yassine Elmandjra
Bankless
Bankless
4.7 • 1.2K Ratings
🗓️ 13 September 2021
⏱️ 102 minutes
🧾️ Download transcript
Summary
Cathie Wood is Founder, CEO and CIO of Ark Invest, the investment management firm specializing in disruptive sectors. Yassine Elmandjra is an analyst at Ark, and Chris Burniske is the former blockchain lead at Ark and is now a partner at Placeholder VC. We’re incredibly excited to bring Cathie on the podcast for her industry-leading insights and perspective on the innovative investing space.
The thesis is simple: invest in the future. As a society, we are entering a new age of exponential and unprecedented growth, afforded by compounding technological advancements and a turning point of innovation. Ark Invest is poised to capitalize on these opportunities and has eyed cryptoassets as an important vehicle for this substantial, societal change. Dive in and learn about Wright’s Law, managing haters, Ark’s thoughts on the triple point asset, and DeFi.
✨ GET THE EXCLUSIVE DEBRIEF ✨
https://shows.banklesshq.com/p/exclusive-debrief-investing-in-the
------
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
🎖 CLAIM YOUR BADGE: https://newsletter.banklesshq.com/p/-guide-2-using-the-bankless-badge
------
BANKLESS SPONSOR TOOLS:
💰 GEMINI | FIAT & CRYPTO EXCHANGE
https://bankless.cc/go-gemini
🔀 BALANCER | EXCHANGE & POOL ASSETS
https://bankless.cc/balancer
👻 AAVE | LEND & BORROW ASSETS
https://bankless.cc/aave
🦄 UNISWAP | DECENTRALIZED FUNDING
http://bankless.cc/uniswap
------
Topics Covered:
0:00 Intro
7:42 Cathie, Chris, and Yassine
12:00 Investing in the Future
17:57 Wright’s Law & Retail
22:02 Fear of Change
28:17 Ark and Bitcoin
38:19 Ether and Ethereum
47:12 NFTs
49:28 Triple Point Asset
55:55 Yield, Banks, and Regulation
1:03:24 ETH’s Risk Free Rate
1:06:35 Fintech & DeFi Mullet
1:16:50 DeFi and AI
1:26:07 Regulatory Limits
1:33:53 Crypto’s Challenges
1:41:46 Closing & Disclaimers
------
Resources:
Cathie on Twitter
https://twitter.com/CathieDWood?s=20
Chris On Twitter
https://twitter.com/cburniske?s=20
Yassine on Twitter
https://twitter.com/yassineARK?s=20
Episode with Chris
https://newsletter.banklesshq.com/p/-ethereum-opportunity-chris-burniske
Cryptoassets
https://www.amazon.com/Cryptoassets-Innovative-Investors-Bitcoin-Beyond/dp/1260026671
-----
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Transcript
Click on a timestamp to play from that location
| 0:00.0 | Welcome to Bankless, where we explore the frontier of internet money and internet finance. |
| 0:05.8 | This is how to get started, how to get better, and how to front run the opportunity. |
| 0:10.1 | This is Ryan Sean Adams. |
| 0:11.1 | I'm here with David Hoffman, and we're here to help you become more bankless. |
| 0:16.4 | Wow, David, all-star cast today, Kathy Wood came on the podcast, two analysts, former |
| 0:23.2 | analyst, Chris Berninsky, whom bankless listeners already know, and also you've seen |
| 0:27.4 | Elamadra, and wow, it was just a fantastic conversation. |
| 0:31.4 | Almost felt like we were in the room with them brainstorming the future of crypto with |
| 0:36.9 | these incredibly savvy investors, just wealth of information, almost like insider information |
| 0:43.1 | as well as you were kind of witnessing an arc-invest meeting on crypto. |
| 0:47.2 | Yeah, this was an interesting peak inside of the dynamics of arc-invest, right? |
| 0:51.6 | It felt a little bit like a reunion. |
| 0:53.6 | We have Kathy and current crypto analysts you've seen, also back with Chris Berninsky, |
| 0:59.2 | who has his thoughts intertwined into the crypto side of arc-invest. |
| 1:05.2 | Seeing that dynamic in this episode was really, really powerful. |
| 1:08.1 | I think my favorite part about this was, and we talk about this a lot at bankless, these |
| 1:12.6 | aging, fragile, antiquated institutions, and Kathy and the team over at arc-invest really |
| 1:18.8 | put this into a new perspective that I really, really enjoyed, which was these institutions |
| 1:24.2 | keep on looking backwards in order to form their investments. |
| 1:27.8 | They keep on looking into history, and that has left such a massive opportunity for |
| 1:33.0 | people who are actually forward-looking, which is the whole point of investment in the |
| 1:37.4 | first place. |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Bankless, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Bankless and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.