Cathie Wood Bets On Thriving IPO Market Under Trump: 'Will Give...Liquidity Events That They Have Not Enjoyed During The Last Four Years'
Cathie Wood Bets On Thriving IPO Market Under Trump: 'Will Give...Liquidity Events That They Have Not Enjoyed During The Last Four Years'
Her comments, made during a session released on Friday, come at a time when the market is experiencing increased volatility that anticipated the effect of a second term of Trump on the Wall Street.In a recent investor webinar, Cathie Wood shared her perspective on how a potential second term for Donald Trump might influence the IPO market.
在最近的投資者網絡研討會上，Cathie Wood分享了她對唐納德·特朗普可能連任如何影響IPO市場的看法。
What Happened: Wood expressed optimism about the future direction of the market.
發生了什麼：Wood對市場未來走向表示樂觀。
"If the market continues to move forward in the way we believe it will...we believe that the IPO market will open up and that will give us a chance, lots of opportunities to diversify our portfolios and it will give our venture funds liquidity events that they have not enjoyed during the last four years," she said.
"如果市場繼續按照我們的預期發展...我們相信IPO市場將會開啓，並給我們提供機會，有很多機會來實現投資組合的多樣化，併爲我們的創業公司提供他們在過去四年中未曾享受過的流動性事件，"她說。
Her comments, made during a session released on Friday, come at a time when the market is experiencing increased volatility that anticipated the effect of a second term of Trump on the Wall Street.
她的評論是在週五發佈的一個會議期間發表的，在市場正在經歷預期特朗普連任對華爾街影響的增加的波動期間。
Why It Matters: Wood's comments contrast that of investor Chamath Palihapitiya who feels that there won't be the mega IPOs expected.
爲什麼重要：Wood的評論與投資者Chamath Palihapitiya的評論形成鮮明對比，後者認爲不會出現預期中的大型IPO。
"The IPO market is what the IPO market is. And if the 10 year is back to 4.5-5%, that's not a compelling strategy for some SaaS company or some internet business that didn't take an opportunity to go public when rates were at zero. So if you just look mathematically at what the actual fair value of these companies should be, I don't know, it's not like such a great IPO market," he said during one of the recent episodes of the All-In Podcast.
"IPO市場就是IPO市場。如果十年期回到4.5-5％，那對一些SaaS公司或一些錯失零利率時機上市的互聯網企業來說，並不是一個引人注目的策略。 所以，如果你單純從數學角度來看這些公司的實際公允價值，我不知道，這並不像一個如此火熱的IPO市場，"他在最近一期All-In Podcast節目中說。
Investors are keenly observing which of Trump's campaign promises might translate into policy actions. While some pledges, like reducing corporate taxes and deregulation, could benefit the economy and stock prices, others, such as strict immigration policies and high tariffs, might pose economic challenges.
投資者們正在密切觀察特朗普競選承諾中有哪些可能轉化爲政策行動。儘管一些承諾，例如降低企業稅和放鬆監管，可能有利於經濟和股價，但其他承諾，例如嚴格的移民政策和高關稅，可能會帶來經濟挑戰。
Former Treasury Secretary Larry Summers has warned that Trump's proposed economic policies could lead to significant economic disruption. In a recent interview, Summers expressed concerns about the potential for a massive demand-side stimulus and substantial supply-side disruptions. He emphasized that if implemented, Trump's program could result in a larger inflation stimulus than any measures enacted by President Joe Biden.
前財政部長拉里·薩默斯曾警告稱，特朗普提出的經濟政策可能引發重大經濟動盪。在最近的一次採訪中，薩默斯對特朗普計劃可能導致的大規模需求刺激和實質性供給方面的干擾表示擔憂。他強調，如果實施，特朗普的計劃可能導致比拜登總統實施的任何措施都更大規模的通貨膨脹刺激。
Price Action: Meanwhile, S&P 500 and NASDAQ tracked by SPDR S&P 500 ETF Trust (NYSE:SPY) and Invesco QQQ Trust, Series 1 (NASDAQ:QQQ) have gained 2.88% and 2.26% respectively, in the month of November.
價格走勢：與此同時，標普500和納斯達克由SPDR標普500ETF Trust（紐交所：SPY）和Invesco QQQ信託第一系列（納斯達克：QQQ）分別在11月份上漲了2.88%和2.26%。
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Disclaimer: This content was partially produced with the help of Benzinga Neuro and was reviewed and published by Benzinga editors.
免責聲明：本內容部分由Benzinga Neuro幫助製作，並經Benzinga編輯審查和發佈。
Image via Ark Invest
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譯文內容由第三人軟體翻譯。
