Traction Will Be Gained By Disruptive Innovators In Our Portfolio, Says Ark Investment's CEO

The video discusses the balance between skill and luck in investment, highlighting how innovation, particularly in tech and genomics, gains traction during economic downturns. It examines Amazon's strategic growth and diversification, emphasizing the importance of secular growth stories and the impact of cyclical economic changes. The conversation also touches on investment strategies, focusing on cost declines in technology and the potential for disruptive innovation.

What is the main factor that helps innovation gain traction during economic downturns?

• Higher interest rates

• Market share gains

• Government subsidies

• Increased consumer spending

Which sectors are mentioned as areas of investment in the second section?

• Automotive and Energy

• Genomics and Robotics

• Finance and Real Estate

• Agriculture and Mining

How quickly was the coronavirus sequenced compared to the SARS virus?

• In two weeks instead of five months

• In two days instead of five months

• In two months instead of five years

• In two hours instead of five days

What new service is Amazon starting to compete with UPS and FedEx?

• Cloud Computing

• Logistics as a Service

• Retail Management

• Financial Services

How do investors use cyclical concerns according to the third section?

• As a signal to diversify portfolios

• As a warning to avoid tech stocks

• As an opportunity to build positions

• As a reason to sell off assets