Innovation In A Recession? | ITK with Cathie Wood

Рет қаралды 77,909

Күн бұрын

On episode 46 of "In the Know," (July 7, 2023) ARK CEO/CIO, Cathie Wood, weighs in on a potential room temperature super conductor, a US credit rating downgrade, Bitcoin, Fed Policy, a possible 'Goldilocks' economic scenario, and ARK's newly launched Bitcoin Brainstorm series.
As always, she discusses fiscal policy, monetary policy, market signals, economic indicators, and innovation. We hope you find this monthly series useful, especially during periods of heightened volatility. Stay Healthy. Stay Innovative.
00:00:00 - Intro
00:01:08 - Fiscal Policy
00:06:04 - Monetary Policy
00:15:19 - Economic Indicators
00:26:17 - Market Signals
00:33:13 - Innovation
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Disclosure: arkinv.st/39rzF94

Пікірлер: 127

@kimberly5304 11 ай бұрын

Thank you, Cathie! I look forward to your monthly videos, so insightful and super helpful.

@markbain9290 Жыл бұрын

Fascinating read on economic and corporate data, well done Cathie!

@booobtooober Жыл бұрын

All the facts without the fluff. Thanks Kathy

@sleepwalkingcapsules Жыл бұрын

Thanks Cathie. Love listening to you thoughts and opinions.

@jayantasaha207 11 ай бұрын

Thank u so much for this video evrymonth i wait for this video

@Htj7ydr5h5h76 Жыл бұрын

He's so happy about the Recession coming in, like he's super excited to be witnessing it.

@kipling1957 Жыл бұрын

If I want facts and a balanced analysis, rather than FUD or hype, Cathie is my go-to.

@kabulbolan Жыл бұрын

HAHAHA no

@SivalinPuthery 10 ай бұрын

I wanted losses. Cathie is my go-to.

@Mpenzi-mp8gd Жыл бұрын

Keep informing us! Thank❤ you

@flobba123 Жыл бұрын

Nice hearing Cathie talk about the Global Defense Initiative.

@johnbrowning937 11 ай бұрын

I agree that inflation will come down but oil commodities housing prices i think precludes going to zero by eoy. Always love these updates!

@pandabike3826 Жыл бұрын

Thanks, Cathie

@TheLemouria Жыл бұрын

Thank you Cathie

@ggrthemostgodless8713 Жыл бұрын

I love this woman! Savvy, smart, and open minded; stable in her decisions.

@kabulbolan Жыл бұрын

and dumb

@tr1stan92 Жыл бұрын

Thanks Cathie

@Random.Adventures. 11 ай бұрын

Cathie just wondering your thoughts about CrossBorder Capital saying FED has been doing QE in the background since SBV crash in October. Could this be a balancing act for the deflation scenario

@cindyvicentino 11 ай бұрын

Thank you Cathie, i really admire you from Brazil.

@joevelasquez2757 Жыл бұрын

Thank you ❤

@mjones410 Жыл бұрын

I wonder if quantum resilience just means we need a whole page of words for our pass phrase and not just 12 or 24 words?

@mianoj333 11 ай бұрын

Anyone have a link of the podcast she referenced ? Thanks in advance

@johnbwill Жыл бұрын

I wonder how much of the GDP is not accounted for due to people simply not declaring income? Any guesses out there? (from and australian or American perspective)

@leoh2502 11 ай бұрын

Care to comment on Quantum-Si (ticker QSI)?

@collinjameshumphrey 11 ай бұрын

Where are the prices coming down at?? Honestly. Not seeing it over here in NC. How bout y’all?

@georgeorwell7291 11 ай бұрын

What exactly does it mean when you say "Yet to be felt"? What exactly is that mechanism. From personal experience I clearly felt the impact from minute 1.

@italianmiltyfriedman6264 11 ай бұрын

Thanks Cathie Wood

@thanksno4911 Жыл бұрын

Who was taking lower margins? @13:00 Pretty sure it's been record profits (aka inflation) over the last 2 years.

@thegamerboneless2864 11 ай бұрын

I do like Cathie, and I am looking forward to Black rocks spot, I do believe it will be a quick rise and quick profit before it becomes to heavy.

@everythingcrypto8206 Жыл бұрын

I would love to take you out on a date ! Let me know .

@jin6000 Жыл бұрын

😂😂😂

@zhartho Жыл бұрын

let him cook

@MoonTone Жыл бұрын

You got this bro I believe in you 😅

@investsmarternow Жыл бұрын

When you talk about an 18 month lag for margins to contract due to interest rate increases, are you considering the unprecedented productivity increases we're seeing through the use of AI that could offset margin contractions? A friend of mine and my son who are both great reverse engineers told me how what used to take them weeks to do in software development, now takes them about 4 hours. That's a huge leap in productivity that we've never seen before, and I'm guessing AI will impact many other areas as well. As I write this, it also occurs to me that the huge improvements in productivity might cause companies to lay off excess workers which would increase margins even further. What is your take on all this?

@harrychu650 Жыл бұрын

The data does not support the presumption of a recession in 2023 and a recession in an election year is statistically unlikely. It would be helpful if Cathie would share more of her basis for her recession call.

@ronaldmeck9911 Жыл бұрын

Without suppressing oil prices, how can we control inflation? Demand for oil continues to decline as more people buy EVs. The Saudi's continue to restrict supply to keep prices high. Any thoughts?

@SkyRiver1 Жыл бұрын

Are you sure oil use is declining? What is your source for this info? "We think that peak will be before the end of the decade, but just after 2028, so 2029 or 2030, most likely," says Ciarán Healy, an IEA oil market analyst and co-author of the report. "We have this picture of growth, but slowing growth [this decade], and oil staying very significant, but maybe the turning points are in sight."

@esta1177 11 ай бұрын

Black rock gang selling tech off earlier only so it can be revived once everything else tanks. This is being done to appear as though we had a soft landing and more traditional valuations. Cathie, love what you do and love your glasses.

@darshuetube Жыл бұрын

didn't they also mention about US political gridlocks and polarization, the debt ceiling fight every year? not just the spending...

@stevenhanson9515 11 ай бұрын

I love the idea of privatizing the money supply. With the technology we have today all money could be issued by companies who can prove their assets can back their script. The idea of audits taking longer than 1 hour is absurd. We could eliminate fractionalized banking too.

@bobdavidson4163 11 ай бұрын

Thanks Cathie! As per Michio Kaku Quantum Computing will be far more impactful than AI.

@JezebelIsHongry 11 ай бұрын

No. He’s a hack. He thinks the 12,288 higher dimensional vector of the latent space of GPT is a chatbot. And if you don’t understand what an LLM that can be trained on a QC then go back to listen to that hack.

@summersnow7296 11 ай бұрын

July inflation numbers are out. It is not coming down very quickly as Cathie thinks. Inflation will still be high at the end of this year, certainly no where near zero.

@SkyRiver1 Жыл бұрын

Don't the Fed's member banks profit from increased gov securities interests rates?

@JezebelIsHongry 11 ай бұрын

LongNet paper is all you need. 1 billion token context window is all you need to know. Think of this. Basically you will speak 2b words your entire life. A token is about 0.75 words. Imagine a model that can input the internet and seconds later output your prompt. Based on 1b tokens. Which isn’t possible. What is is a continual process within the context window.

@miltonbates6425 Жыл бұрын

A.I. must integrate with cutting-edge DLT technology such as Hedera as soon as possible.

@teatacromar153 Жыл бұрын

That was great Cathie. Hope I can shake your hand in person some day

@only1jayruck Жыл бұрын

Let’s go. 🎉

@TruthToaT Жыл бұрын

Thanks Cathie and you're great Team

@kabulbolan Жыл бұрын

worst team in history

@NSG1323 Жыл бұрын

❤

@breadloaf2163 Жыл бұрын

What recession?

@RobertLBarnard Жыл бұрын

I was sceptical of the notion of "deflation" anytime soon. But you seem to be right.

@thomaslgill Жыл бұрын

Great video but the reference to Maxine Waters seems to be a mistake - Patrick McHenry is the chair of the house financial services committee and we should all be thankful for that

@lenhua1947 Жыл бұрын

Nvta still investable?

@thegodhead 11 ай бұрын

I started a position at $1.70 a share and continue to average in. I plan on building/holding that position for a decade +. It all depends on who you ask, though. I’m sure you can find plenty of people who would tell you they’ll go bankrupt. Do your due diligence and decide for yourself.

@albertocano1185 11 ай бұрын

Bitcoin is public asset regulated, ia not private juat that is finite, so the universe once on it would continue current communisim but fluctuating quantities on market

@themodernschoolofancientth1316 Жыл бұрын

You are appreciated. You must drive a Tesla because gas is still crazy expensive… how can we get to 2% when big oil has the world in a strangle hold???

@italianmiltyfriedman6264 11 ай бұрын

the price of gas is more is reflective of the value of the petro dollar which is determined by the government and how well it manages its money supply. then the politics get involved and restrict oil producing through various social justice causes further increasing the price of gas. If you own any business, you compete for customers on price. They dont raise prices in a secret meeting to take advantage of tHe WoRLd

@sanshuma0 11 ай бұрын

why your glasses are always foggy? just curious ...

@avlitis86 Жыл бұрын

maybe fed makes now strict policy just to collect the money (real money becoming from gdp) to prevent the initial "chaos" of AI? maybe fed plans to give this "government profit" later to the people that are forced to change their jobs and lifes because of the AI and not becoming a "chaos"? maybe we pay the new era in real money (made by gdp) and not (again) by future subsidy..

@Askyogirlsheknow1 Жыл бұрын

Cathie For President 🫡

@bld691 11 ай бұрын

🎉

@MTXSHO9732vV8SHO Жыл бұрын

People want "Real Time Results" from the Products ARK discusses. Just invest and it's going to sprout like "Jack and the Beanstalk" Not happening.. You're either in or not. Ice T said it this way when asked for a free sample of his music. "If We were somewhere and I was going to sell you hand grenades and you asked to test one, I'm going to say 'No, you either think I have good grenades OR you do not'". The Executive said back to him "You've got good business sense". Ice T replied "I've sold hand grenades before".

@ZZ-my5og Жыл бұрын

funny how cathy is better as a macro investor than a tech one lol

@JamesRay1 11 ай бұрын

I will buy back in to ARK ETFs after it looks like a recession is over. I'm not convinced that ARK ETFs will do well during a recession. Game of Trades has a lot of data on Twitter that points to a recession. Crypto is correlated with stocks and stocks are likely to tumble in a recession.

@johnbwill Жыл бұрын

In business ... most employers will never accept lower margins. That's just not how humans behave.

@brianw3663 10 ай бұрын

You still may be delayed in getting the actual BTC even though the settlement is irreversible.

@nataliamartin6411 11 ай бұрын

Companies are hoarding labor, give fewer hours, and avoid paying full-time benefits causing people to require 2-3 jobs to pay their basic bills.

@Eric-steele Жыл бұрын

It's gotta be all up from here right?

@YouT-DJ Жыл бұрын

Thanks Cathie!

@chang912 11 ай бұрын

its so funny how cathie always gets things wrong lol

@albertocano1185 11 ай бұрын

Inflation can stay the same if raise prices, to grow and let other produce, creedit is behind inflation, inflation is not down baby because for soft landing prices have to counter the recession of middle class creating more but one that is self enterprise can buy those later, prices and monetary policy is diferent, prices have to grow and rates also till 6 this year to have room in the economy to have free enterprise other wise magnitudes relative to rent and wages will be imposible for competition, inflation is there, jobs are ok is not supply and demand that ia just market clearance peice, equilibrium price have to be achive by maximizing utility, that way everyone can compete,

@Long_Tail_of_Finance Жыл бұрын

Yup, more cherry picking of the economic data, highlighting small things, avoiding the larger trends, and overall painting a picture that it's never a bad time to invest in ARK funds.

@Dbb27 11 ай бұрын

ARK funds that were down 70%?

@JezebelIsHongry 11 ай бұрын

I don’t share your politics. But what I’ve learned is I am now a one issue voter.

@luisdeza2009 Жыл бұрын

when arkk back to 100$+? :(

@robnorman3530 Жыл бұрын

Her target is 400!

@kabulbolan Жыл бұрын

never

@tvbhk8223 11 ай бұрын

Look at the 5 year curve of ARKK funds. Why does it lose the investors hard earned money? Can you explain it in your video? As an investor, we already pay the investment fee. We hope to gain from the investment. But my investment in ARKK lost more than 75% since 2021. Why tell us there is no bubble in your stocks? But I ended up losing more than 75%.

@kyPinto14 Жыл бұрын

I’ve a crush on you CW

@kenbley5115 11 ай бұрын

It's funny that Cathy has nothing to say about the fact that the Republicans... Most notably Tom Emmer who really looks over the Crypto Advisory Board has always on the side of Crypto...notably Decentralized Crypto may have way more to do with Crypto than anybody in Congress...Cathy is a Democtrat & now she's also liking Crypto. She's still a Stock Market person & you should watch her closely because she may bail on Crypto if The Democrats don't want you to get rich.

@hugh261 11 ай бұрын

Perhaps the issues created by unions winning big wage increases could be avoided by a series of smaller ones given as a strategy to protect against those issues. The goggles of capitalism can be removed long enough to avoid their pitfalls.

@JohnDoe-vm5pc 11 ай бұрын

8-10% for airlines? No, just pilot groups and those raises are spread over 3 years, pretty bush league stuff C.W. Maybe get some analysts who have seen the outside of an office cubicle. 😮

@BlackSwan-sq2iw 11 ай бұрын

I agree with Cathie on many fronts. Especially her view on how technology innovations will spur unprecedented productivity gains and solve many problems that are not practical today. But I strongly disagree with her views on crypto. I wish she isn't as strong in her views on cryptos as she is. I would invest far more on ARK funds if not for the few crypto companies in them.

@randycastillo1353 11 ай бұрын

Still waiting on the deflation data 😂 Grandma Cathie is going whacko and she needs an intervention

@Marko-qy5eg 11 ай бұрын

Government Spending is a little more complicated. You can create growth using spending or you can hamper growth. The chips act is a great example of spending that will lead to growth. Bring back manufacturing is another. Spending on education can go either way. If you enact an “Uncle Sam pays for A’s” then it’s an investment in tomorrows high tech workforce. If you propose free college for everyone then it’s likely to turn college into drunken daycare for young adults on the taxpayers dime. I think we should get back to nuance in America. The almost brain dead old tropes of spending bad, military good, taxes evil, market is always right, these tropes are filled with problems and to throw them out entirely causes even more problems.

@bryan4448 11 ай бұрын

You may want to dump Draft Kings for Penn Entertainment. Their days of advertising on ESPN are numbered.

@tapasbhattacharjee3426 11 ай бұрын

Cathie how much return have you provided so far to the investors? I have made over 100% in last 3 years being a tech investor. You should make me the CEO of your firm and work for me.

@ldstiesto Жыл бұрын

Cathie Wood for US President 🇺🇸

@kabulbolan Жыл бұрын

lol no

@furuwrecker1420 11 ай бұрын

Nice rbling, but your funds are still down massively. You clearly have bo clue about what's going on

@supersleepygrumpybear Жыл бұрын

What are these betting markets for LK99? It doesn't sound real, but I know it's real... I know people would gamble on 'research papers' and their legitimacy. I wouldn't place my bets on room temperature superconductors anytime soon. Even if it's real, redesigning quantum computers, mri machines, trains could take decades... Idk dude... where do I go to bet against Einstein's field equations and Newton's fundamental force of gravity..? How long are my odds..? Is it greater than or less than the entropy present around the event horizon of a black hole..?

@derMcSven 11 ай бұрын

Loosing money asap in her innovation etf

@clvnlsstr710 Жыл бұрын

I’m first 🎉

@sansimeon3513 Жыл бұрын

🤣

@jin6000 Жыл бұрын

Absolutely no one gives a f**k

@fierrojavier408 Жыл бұрын

First lol

@lesh1337 Жыл бұрын

not so first

@ruangwithviwathanatepa7860 Жыл бұрын

She keep repeating the same things for 2 years already

@rajcha8976 Жыл бұрын

Maxine has zero idea about tech yet she holds the pen to legislature 😅

@kevinpoi3424 Ай бұрын

One word.. Nvidia

@Kenlwallace Жыл бұрын

Yes, Trump ramps up the national debt by Six Trillion in four years and many people watching this will still vote republican … ASTONISHING STUFF!

@gotem2219 11 ай бұрын

you are the textbook definition of brainwashed by mass media, they're both working on the same team behind the curtains, all the headlines, beef they have with one another is to keep naive people like you distracted from their true clandestine intentions, I'm assuming you're not living under a rock as your on the interent but wake up call, our credit just got downgraded and guess when the last time this occurred? Yea 2011 when biden & Obama were in office, btw you should look under the hood as when Obama took office our debt was a couple hundred million, that is combined debt throughout America's existence, he departs office 8 year later and has expanded our debt to a couple trillions lol...man how stupid must you feel right now?

@tomu4725 11 ай бұрын

Let's go Brandon 😂

@cosmothewonderdog8602 Жыл бұрын

Fun facts: 5 YEAR PERFORMANCE: QQQ up 99.32% ARKF UP 3.49% ARKG down 1.34% ARKW down 3.7% PRNT down 14% Heck of a job. 😂

@ronnieriveros6067 11 ай бұрын

Cut her hair

@Dbb27 11 ай бұрын

So her ETF fell 70% with a 44% recovery and she’s going to guide everyone? Ummm ok. The princess has no clothes.

@davidstrong7854 Жыл бұрын

Cathy calling for more trickle up economics.

@JimmyCall Жыл бұрын

Bitcoin is not a good form of money/currency.

@JL-qo7cs Жыл бұрын

Still think that Cathie needs to take a speech class.

@VasuJaganath Жыл бұрын

“If we are right”… haha, you’re never right not even during the extreme bubble of 2020. Your funds aren’t even nominally at the level of 2018. Lol😅

@TheMjk79 Жыл бұрын

the intro is too long, feels like im watching those balls roll forever, skippy skip

@user-fb8jb5yi6g Жыл бұрын

Get a speach coach. Please. Um is not a word.

@dinoman-1skicoin384 11 ай бұрын

Speech* terrible.

@tvbhk8223 2 ай бұрын

No gain, no dividends. All we have is paying a high fee and suffering a huge loss since 2021. This ETF is extremely poorly managed. Who takes responsibility for this ETF?