Brett Winton: The Ark Of The AI Universe Is Long, But It Bends Toward CapEx Justice

RiskReversal Pod

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 8 August 2025

⏱️ 73 minutes

🔗️ Recording | iTunes | RSS

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Summary

Dan Nathan is joined by Brett Winton, Chief Futurist at ARK Invest. Brett shares insights about his role, the evolution of ARC Invest, and the focus on disruptive innovation platforms such as AI, robotics, energy storage, public blockchains, and biotech. They discuss the impact of large-scale investments in AI, the future trajectory of companies like Microsoft and Tesla, and the transformative potential of AI in various sectors. Brett articulates his vision for AI integration in enterprises, the future of autonomous driving, and the role of companies like OpenAI in the broader market landscape. Links Jim Chanos on Meta —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Transcript

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0:00.0	Balance your trading strategy by adding futures. CME group helps you manage risk and capture opportunities in all market environments.
0:09.1	Capitalize on around the clock access to highly liquid global futures and options market across all major asset classes.
0:16.9	Just visit your online broker and get started.
0:19.7	Plug into valuable educational materials and trading tools and see what adding futures can do for you at cMEgroup.com slash on the tape.
0:31.1	IConnections is the largest membership only platform for the alternative investment industry,
0:36.3	bringing together thousands of fund managers
0:38.4	and allocators on a single powerful platform. Through its platform and premier in-person events,
0:44.7	IConnections reimagines how the industry connects, empowering allocators and managers to meet,
0:50.5	build relationships, and do business anytime, anywhere.
0:54.6	To explore more about IConnections events and gain access to its members-only platform,
1:00.4	visit Iconnections.io.
1:02.2	Welcome to the Riskurisle podcast.
1:05.9	I am Dan Nathan.
1:06.9	I am joined today by Brett Winton.
1:09.3	He is the chief futurist at Ark Invest.
1:11.7	Brett, welcome to the podcast.
1:13.5	Thanks for having me on.
1:14.8	All right.
1:15.1	You and I have spent a little time on CBC's Fast Money, and you've been very generous with your time there.
1:21.4	You've also been very generous with, I guess, the back and forth you've had with some of my co-panelist, Kara Swisher, I want to say about 10 years ago, came on the show.
1:31.3	And I think she later referred to us as the screaming fast money guys.
1:36.2	So we can be a little screaming here.
	...

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