1. I respect Cathie Wood’s long-term vision—she invests boldly in disruptive themes like AI, robotics, and genomics. Her conviction and transparency stand out. However, her strategy can be volatile, as it often favours innovation potential over current profitability. It suits investors who can stomach sharp drawdowns and think in decades, not quarters.

2. I’ve tracked ARK’s trades, but never followed them blindly. Their early success in 2020 showed the upside of visionary investing, yet the heavy losses later proved how valuation discipline remains crucial. Innovation is powerful, but timing and diversification still matter.

3. Between Cathie Wood and Nancy Pelosi, I’d call Cathie the “queen of conviction” and Pelosi the “queen of precision.” If I must choose one, I’d pick Pelosi, whose track record reflects consistency, risk awareness, and tactical entries—traits better aligned with steady long-term gains over bold, high-volatility bets.

# Market Master 101 | Howard: Where Do We Stand in 2025?

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  • It's refreshing to see a balanced take on both strategies.
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