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Podcast once again! Suggestions for the future: maybe add the charts of the various indicators/data that you are talking about. Such as the M2 money, growth year over year, GDP data, etc. think it would make your podcasts even easier to follow and understand!

So many disparaging comments among the praise. Hello, her insight to all the info she spoke about is gold to us non economists regardless of her fund’s investment choices. Personal attacks can’t be taken seriously.

Hey I love your information! I would love to see some chart work or white board etc. with some of your information, I think it would help for a visual learner like me. Thank you keep teaching!!

Another "ON the Know" Another great listen. Thanks Cathie.

That time of the month that so many of us look forward to! Thank you Cathie and the great ARK team for all you do!

What I have noticed from all the talking puppets on these market networks when she goes onto their shows you can tell they don’t like Cathie W or take her seriously and it make me want to reach through the screen and snatch them up. I hope she proves them all wrong as for this year so far so good so many critics talked trash when she was buying coinbase and boy it’s been kicking ass. Keep up the great work

Some day pls go down the list of your top 10 stocks and tell us what has happened in last 2 or 3 years that they deserve our money. We all own arkk for those 10 or 20 companies not because of economy fed or the word innovation ....like buffet says.

I was waited for your this comment in this month badly. Every videos give me who is a shareholder in ARK funds for 3 years over in KOREA great trust. I appreciate you for good insight nice investing philosophy and better giving opportunity of investor like me. Have a happy weekend. I super support you and your team as past years. I love you and your Team ARK. Be Better and Greater. Thanks.

It would be awesome if you did an episode like this were you focus on each of the 10 biggest companies in the main Ark fund and what your bull case is for them individually, macro is too depressing 😅

You’re awesome, Cathie, thanks for all you do. I genuinely value these sessions. Please keep going!

Thanks for the insight ❤

Always very impressive analysis

Thank you!!!!!!!!!!!!

Thank you !

Cathie your analysis fascinates me.

outstanding video Cathie

Thank you Cathy and team. Question: Since when have you been saying that inflation was transitory and that we will end up with deflation. Should it not have already happened by now (esp with the fed continuing to raise intt rates)? Would it he possible for the ordinary public to hear a discussion between you and some dissenters like the ones that come from the fed or maybe someone like Larry Sunmers (maybe in a different forum or podcast)? Reason for request: We (lay people) do not get to hear the counter arguments to your specific points and then a rebuttal again from you. Thank you

You are a hero and don’t you forget it

good stuff! Thanks

God blessings to you, and thanks again for your perspective.

Great video!

Where can i find a summary of this?

"THIS TIME IT'S SO DIFFERENT" ...ROFL @46:27

On April 3, 2022 (the earliest I can go back) I stated: "mv=pq and the real value of everything is always relative. thus endth the lesson. - Commented on Why Disruptive Innovation Is Inherently Controversial | ITK with Cathie Wood" In fact, I was saying so in 2020 when most were screaming deflation. Now - money supply and velocity are substantially higher than early 2020, hence prices followed. When velocity peaked in 1996, money growth was flat. Velocity follows supply. M2 is not determinative of pq, mv is. Thus endth...

Ty Cathy another banger

Cathy is a godsend and she makes things make sense for the people who don’t trade for a living

thanks Cathie, you are the best.

I love Cathie and her passion for innovation ❤ Plus ,I definitely wood 😉

Thanks!

Thanks

Great presentation as usual. BTW the Richter scale is logarithmic!

@36:20 as Balaji told you, the Richter scale is logarithmic so it wouldn't be 25 times as much, right?

Big fan, thanks Cathie!

Great insights 🙏 however, I still dont understand the top holding of Roku.

yess...New video.

Thanks Cathie and ARK. The companies you track arent the only ones upsetting induatries. Other funds will have to follow suit early in the next bull run. The way you are up feont about your strategy, research and reasoning is a boon for retail!!!

Thanks Cathy!

Thanks Cathie! I always love your opinions!

Excellent!

Cathie your work is helping to move the needle for all of us. Thank you for your efforts and insight and your teams'!

Thanks Cathie!

Cathie, I sometimes pray for you and your team as the Lord brings you to mind. God bless you!

Cathy and Ark, I appreciate it. The math and viewpoints with supporting data for all of the opinions are very much appreciated. Do you have any chance to describe what a hard landing would entail in this decade?

Love you opinion 🙏

It has been suggested that the explanation is in geopolitics. Higher rates increases the value of the dollar, blunting any attempt at dedollarization, and lowering the relative value of commodities. In this new geostrategic realignment, China has productive capacity, and Russia has resources/energy. A strong dollar wth irresistible rates that suck up global liquidity is a blunt weapon that might push the defiant nations into recession. I suppose it is better than WW3. Pure speculation, but the theory fits the observed reality.

Great update Cathy! How are things on the revenue side of your businesses? Will they make it to the other side of profitability through higher debt servicing costs?

Thanks Cathie.

Great video,Cathy! I would love if you could add graphics to your presentation. It will enhance our experience.

Great. More visual to accompany the speech would be super🎉

How can I find the chart of the CDS market that is referenced?

The market is not always leed the FED as cathie just said. Looking at the projections of the market at the beginning of 2022 for the interest rate for the end of 2022. The market was way of the mark

Innovation is all about solving problems the world has and making it easier on people. There's just a lot of negative output on innovation because it affects their wallet.

Could you talk about DXY because I’m thinking they’re raising rates to prop op the dollar by taking money from people

The Richter Scale is logarithmic not linear.

As a rule a fall has to glide so u dont get a hard landing. If it did not glide it will have a hard landing. Was there a parachute or a glider used. Analogy.

Im happy to be an Ark investor. I would like to see Ark HQ move out of Florida, though. It seems like a very incongruous location for her company. Could maybe some appealing commercial real estate in Chicago could incentivize a move?

Always ask, "Which policy decisions will produce the greatest power and wealth for the decision makers and their cronies?" *The goal of all governments and all banking systems is to privatize profits and socialize losses. Always has been, always will be.*

agree with the below- you should show some charts for better understanding. You keep giving these numbers and we are lost really not able to grab a picture at what you are looking at..CHARTS would help.

It's curious that the Fed started raising rates when the debt ceiling issue started up. Not during the transitory phase when inflation hit 6%. It seems somewhat convenient that yield rates are so high right as we head into a " slight recession". I suppose we will see if the market flips into bonds during the recession and increases the current bond issuance of 34 trillion to another 1 or 2 trillion. Could be a coincidence though 🤔

Thank you for those videos! Really love how those are presented and explained. Always happy to see the notification when one of those videos is up. Would also love to see more charts. Keep up the curiosity, kind heard and good work! Thank you!

cathie is one of my biggest idols too, fav financial thought leader

I believe in my favorite Auntie Cathie Wood

MV = PQ M*V = P*Q if M is negative: (-M)(V) = a negative value, which you're saying is GDP But, if both M and V are negative, then GDP is positive?

LVMH & Hermès earnings would disagree with Cathies assessment that China's recovery 'is not very strong'.

Waiting for two years for my stock value to go up. Stiiiiill waiting.....

Every single ITK episode is about macroeconomics - something a fund manager can't control and something even the Federal Reserve can't reliably predict in advance. These presentations should primarily be about what Cathie is hired to do, which is picking stocks within the innovation space that she thinks will outperform over the long term.

As for oil , the demand destruction Is happening, but as long as production can be cut by the big oil producers , the price will not drop at the pump. We are going to have drops in demand followed by small drop in oil prices , then big cuts in production. The last people to convert to electric cars will be penalized huge at the pump.

Buying more ARKK after watching this video

One of the reasons I think the markets are going up is because the large speculators are short.

Intro kinda cool tho

I thought the video was about shoes.......now I'm opening an e trade account and beginning a trading gig after watching this. You ought to see what I do when I'm a victim of clickbait.

Arkk funds & risk assets in general have followed the Fed's balance sheet. V high correlation.

“If you put all the Economists end to end you wouldn’t reach a conclusion “. Can’t remember who said that but True veeeerrree True 🤔

Its a good thing that you have all this knowledge and experience.....otherwise your funds might be down 80%, rather than the mere 75% in the last 2 plus years....probably picked a bad time Biblically to name your fund the Arkk.... Unlike Noah's Ark, this Ark won't save anyone from what is coming.

Nice

♥️♥️♥️♥️

Respecting u with your willingness to stood firm on Tsla and continues to play the violin while the Titanic is tsking on water.

U have to factor in ENERGY PRICES in ALL INFLATION MEASURES

🎉🎉🎉

Thanks cathie! I always love your opinions!

Cathie, what a great explanation of economics. Just understanding the basics of what you have talked about I believe is equivalent to more than a semester of college. I loved the comparison with the Richter scale. Thank you.

Thank you Cathy and Ark ❤ I greatly appreciate the math and perspectives with facts backing all opinions. Any way you could share what a hard landing may look like throughout this decade?

"What's going to give? We don't know". With all those genius researchers at ARK, why is that question so hard to figure out?

Austerity Policies in America and the Western European economies while China moves closer to becoming the world's largest economy. A reality that more and more nations can see coming into focus.

The fiscal spending through infrastructure spending will offset the deflation. Deflation is a possibility but the effect will be delayed to next year.

Greeting's from Earth

There was a bank run, into money markets, even though the money never left the banks can't touch it and credit is tightening. The 160 billion special fed window was a bank stimulus that they maxed and will use to pay themselves out not save their balance sheets. Thats why we saw a spike in the markets. Commercial loans this year are predicted to default at 20% based on 50% occupancy since covid and the doubling in rates to refinance. Thats enough to tip the system combined with the decline of home prices. That's why the market is predicting 2.5% rate drops by next year. That might happen, but the consequences will be paid in economic damage and not monetary policy. Now factor in AI adoption, self driving, global warming, political chaos internallty, the strong possibility of war with Russia or China or Both - we are sitting on a bomb watching the timer tick to zero giving a thumbs up because it hasn't exploded yet. Look for 2-3 years of hard recession with marked sector variance. It's gonna be a shit show and no one come out smelling good. Best to be an active portfolio manager who can go up and down with the technicals and changes. Sit on your helmets boys, it's gonna get hot!

I am heavily invested with Ark and Cathie, and have been for years. I became a little sensitive to the idea that the group has become a little "cultish." Bitcoin etc. in my humble opinion is more of a barometer of political and social discontent than it is an investment. Yet here I am still invested with Ark Invests financial innovation. I write this only as a point to be cautious of.

Appreciate these videos. But I have to disagree and say inflation is still a problem, especially in places like Florida. For example, St. Pete's CPI in March 2023 is running at almost 8%. Can we honestly say the Fed's job is done?

Cathie 🙏💛

Anyone got an idea of the artist that created the painting in the background?

Rates should continue to rise to 10-11% at the end of the year!

Thanks Cathie Wood 😊 I really like to hear your insight monthly! Cheers and keep up the great analysis!

❤❤

i would love if Cathie wrote and read an audiobook.

🙏👌

Friction is coming from investing within the standpoint of the new paradigm while still within the framework of the old. The old is passing and soon giving way. It must. You are investing wisely and with rare vision. Thank you

Cathie❤

The Fed is expected to raise interest rates, despite recent banking turmoil