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.
在最近的一次投资者网络研讨会中，凯西·伍德分享了她对唐纳德·特朗普可能连任将如何影响首次公开募股市场的看法。
What Happened: Wood expressed optimism about the future direction of the market.
发生了什么：伍德对市场的未来走向表示乐观。
"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.
她说：“如果市场继续以我们认为的方式向前发展... 我们相信IPO市场将开放，这将为我们提供机会和很多机会来分散我们的投资组合，也将为我们的风险基金提供在过去四年中从未有过的流动性。”
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.
她的评论是在周五发布的会议上发表的，当时市场波动加剧，这预示着特朗普的第二个任期将对华尔街产生影响。
Why It Matters: Wood's comments contrast that of investor Chamath Palihapitiya who feels that there won't be the mega IPOs expected.
为何重要：伍德的评论形成鲜明对比，投资者查马斯·帕利哈皮蒂亚认为不会有预期的大型首次公开募股。
"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.
“首次公开募股市场就是首次公开募股市场。而且，如果10年恢复到4.5-5％，那么对于一些SaaS公司或一些在利率为零时没有抓住机会上市的互联网企业来说，这不是一个引人注目的策略。因此，如果你仅从数学角度看这些公司的实际公允价值应该是多少，我不知道，这不是一个很好的IPO市场。” 他在最近一期的All-In Podcast中说。
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.
投资者正在敏锐地观察特朗普的哪些竞选承诺可能会转化为政策行动。尽管一些承诺，例如减少公司税和放松管制，可能有利于经济和股价，但其他承诺，例如严格的移民政策和高关税，可能会构成经济挑战。
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.
前财政部长拉里·萨默斯警告说，特朗普提出的经济政策可能导致重大的经济混乱。在最近的一次采访中，萨默斯对大规模需求侧刺激和供应方严重中断的可能性表示担忧。他强调说，如果实施，特朗普的计划可能导致比乔·拜登总统制定的任何措施都更大的通胀刺激措施。
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.
价格走势：同时，由SPDR标普500指数ETF信托（纽约证券交易所代码：SPY）和景顺QQQ信托1系列（纳斯达克股票代码：QQQ）追踪的标准普尔500指数和纳斯达克指数在11月份分别上涨了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.
免责声明：该内容部分是在Benzinga Neuro的帮助下制作的，并由Benzinga编辑审查和发布。
Image via Ark Invest
图片来自 Ark Invest
