There are 3 ways for the market views
In terms of electric vehicles:
1. Long-term overall sales volume has increased from 2.2 million in 2020 to 40 million in 2025.
2. Wood believes that China will become the next big winner in the field of electric vehicles. She mentioned that NIO may become a big winner in the field of battery swapping. XPEV will be another Tesla competitor in the Chinese market. In addition, BYD and ARK funds are mentioned. He also holds some, and Buffett has held BYD for many years.
3. Tesla will continue to be the market leader. The most attractive one is BAIDU. Baidu's autonomous driving platform cooperates with the Chinese government and has great potential. The California government has passed the Auto X license plate.
In terms of cryptocurrency
1. Wood believes that Iraqi institutions will continue to buy bitcoin. Because the correlation with other correct assets is relatively small, it will reduce the overall risk of the portfolio. However, there are still certain risks in changing cash to bitcoin. The risks mainly come from policies, and regulatory agencies may intervene.
2. Everyone knows that Wood holds GBTC and is constantly increasing its position. The goddess believes that bitcoin has not yet reached a high point in 2021, and the entire market is only half of Apple's market value, and compared with libra, bitcoin is a truly unrestricted global asset with convenient circulation.
In terms of market bubbles
1. Wood does not think it is an equity bubble. She mainly looked at the net liquidation of etf and mutual fund. The current market is 350 billion US dollars (excluding share repurchases), but fixed income has a net inflow of 900 billion US dollars. The two add up to 1.2 Trillions of gaps are possible unless the two are reversed.
2. She believes that bonds are currently in a bubble. Companies such as AMC, GME, and AAL have accelerated the bond bubble.
