Latest / The Insight is Capital™ Podcast
Dan White-From AI Hype to Reality—Investing in the Great Acceleration
What if the greatest risk in your portfolio right now isn't owning too much AI — it's catastrophically underestimating what's actually happening?
Summary
Most investors are asking the wrong question.
The debate dominating markets right now — AI bubble or generational opportunity? — sounds sophisticated. But Pierre Daillie's conversation with Dan White, Associate Portfolio Manager at ARK Invest, suggests the real question is far more unsettling: what if the investors playing defence are the ones taking on the most risk?
White works directly alongside Cathie Wood, sitting horizontally across…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.