Earlier this month host Stephanie Flanders sat down with Cathie Wood, the founder, CEO and chief investment officer of ARK Investment Management, at the Founders Forum Global conference in Oxford. They were joined by Bloomberg Editor-in-Chief John Micklethwait and Bloomberg TV UK Correspondent Lizzy Burden. 

Wood gives her take on the 'great rotation' out of US stocks, why she believes investors rebalancing their portfolios, moving away from safe-haven tech stocks and towards riskier investments, and how that's shaping her outlook for the US dollar. 

The conversation was recorded on June 12, 2025. 

Earlier this month host Stephanie Flanders sat down with Cathie Wood, the founder, CEO and chief investment officer of ARK Investment Management, at the Founders Forum Global conference in Oxford. They were joined by Bloomberg Editor-in-Chief John Micklethwait and Bloomberg TV UK Correspondent Lizzy Burden.&nbsp;
Wood gives her take on the 'great rotation' out of US stocks, why she believes investors rebalancing their portfolios, moving away from safe-haven tech stocks and towards riskier investments, and how that's shaping her outlook for the US dollar.&nbsp;
The conversation was recorded on June 12, 2025.&nbsp;

Tariffs, crypto, deregulation, tax cuts, protectionism, are just some of the things back on the table when Donald Trump returns to the Presidency. To help you plan for Trump's singular approach to economics, Bloomberg presents Trumponomics, a weekly podcast focused on the Trump administration's economic policies and plans. Editorial head of government and economics Stephanie Flanders will be joined each week by reporters in Washington D.C. and Wall Street to examine how Trump's policies are shaping the global economy and what on earth is going to happen next.

Tariffs, crypto, deregulation, tax cuts, protectionism, are just some of the things back on the table when Donald Trump returns to the Presidency. To help you plan for Trump's singular approach to economics, Bloomberg presents Trumponomics, a weekly podcast focused on the Trump administration's economic policies and plans. Editorial head of government and economics Stephanie Flanders will be joined each week by reporters in Washington D.C. and Wall Street to examine how Trump's policies are shaping the global economy and what on earth is going to happen next.

Who will win the trade war, and how? If the job market is so strong, why does your paycheck seem so meager? What will drive the economy of the future? Stephanomics, a podcast hosted by Bloomberg Economics head Stephanie Flanders, will take listeners on location each week to answer questions like these and bring the global economy to life.

Trumponomics

Bonus: Cathie Wood Says the Trump Era Is Reviving Corporate Risk Appetite

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/cb9353cf-4894-4078-9694-b30901727462/transcript

Donald Trump returned to office promising once again to rein in China’s economic rise. Instead, his first year back has delivered Xi Jinping something close to the opposite: a world more open to Chinese exports, more willing to hedge against Washington and increasingly uncertain about the reliability of the US or its commitments.

On this episode of Trumponomics, host Stephanie Flanders speaks with Lowy Institute Senior Fellow Richard McGregor and Bloomberg Executive Editor Dan Ten Kate about how the US president’s unpredictable and often combative diplomacy has given the Chinese president more room to maneuver—all without forcing Beijing to change its export-heavy, state-driven economic model.

Donald Trump returned to office promising once again to rein in China&rsquo;s economic rise. Instead, his first year back has delivered Xi Jinping something close to the opposite: a world more open to Chinese exports, more willing to hedge against Washington and increasingly uncertain about the reliability of the US or its commitments.
On this episode of Trumponomics, host Stephanie Flanders speaks with Lowy Institute Senior Fellow Richard McGregor and Bloomberg Executive Editor Dan Ten Kate about how the US president&rsquo;s unpredictable and often combative diplomacy has given the Chinese president more&nbsp;room to maneuver&mdash;all without forcing Beijing to change its export-heavy, state-driven economic model.

How Trump’s Year of Disruption Has Only Helped China

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/b2422163-b686-43c0-8c42-b3e70137cfdb/transcript

Nigel Farage sits down with Stephanie Flanders on the sidelines of the World Economic Forum in Davos to argue that Brexit and Donald Trump weren’t shocks, but the opening chapters of a global shift away from consensus politics and globalization. From US growth and NATO to China, energy and Britain’s post-European Union future, Farage lays out his vision of "national interest" in a fractured world.

Nigel Farage sits down with Stephanie Flanders on the sidelines of the World Economic Forum in Davos to argue that Brexit and Donald Trump weren&rsquo;t shocks, but the opening chapters of a global shift away from consensus politics and globalization. From US growth and NATO to China, energy and Britain&rsquo;s post-European Union future, Farage lays out his vision of "national interest" in a fractured world.

Nigel Farage at Davos: 'The Consensus Era Is Over'

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/a5a48598-cf40-4c6c-8de9-b3e0013be2b0/transcript

At the World Economic Forum in Davos, Donald Trump’s return is forcing allies, executives and investors to rethink how they deal with an economic superpower that keeps everything “on the table.”

In this episode of Trumponomics, host Stephanie Flanders, Bloomberg News Editor in Chief John Micklethwait, Bloomberg Television host Annmarie Hordern and Sridhar Natarajan, Bloomberg News’ chief Wall Street correspondent, examine whether Europe is finally prepared to push back after a year of accommodating tariffs, trade threats and now even territorial claims while Trump scrambles to address an affordability crisis at home while pushing a business-friendly approach to AI abroad. The conversation explores how this historic divergence from rules-based economics is reshaping global alliances, US corporate strategy and the future of both US markets and the world economy.

At the World Economic Forum in Davos, Donald Trump&rsquo;s return is forcing allies, executives and investors to rethink how they deal with an economic superpower that keeps everything &ldquo;on the table.&rdquo;
In this episode of Trumponomics, host Stephanie Flanders, Bloomberg News Editor in Chief John Micklethwait, Bloomberg Television host Annmarie Hordern and Sridhar Natarajan, Bloomberg News&rsquo; chief Wall Street correspondent, examine whether Europe is finally prepared to push back after a year of accommodating tariffs, trade threats and now even territorial claims while Trump scrambles to address an affordability crisis at home while pushing a business-friendly approach to AI abroad. The conversation explores how this historic divergence from rules-based economics is reshaping global alliances, US corporate strategy and the future of both US markets and the world economy.

Live from Davos: Greenland Shock Tests Europe’s Spine—and Strategy—at Davos

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/29c27ac8-bc79-426b-88e3-b3d80134a92d/transcript

Bonus: Cathie Wood Says the Trump Era Is Reviving Corporate Risk Appetite

In 1 playlist(s)

Trumponomics

Social links

Follow podcast

Recent clips