Government Deregulation Is Rocket Fuel | ITK With Cathie Wood

On episode LXII of "In the Know," (December 6, 2024) ARK CEO/CIO, Cathie Wood is joined by Sam Korus, ARK's Director of Research, Autonomous Technology & Robotics to discuss easing government regulations both in the context of the space industry and the larger macroeconomy.

This month we’re again responding to a few requests by supplementing this episode with charts and data to help illustrate ARK’s perspective on and outlook for the global economy.

As always, Cathie 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.

0:00:00 Intro
0:01:42 The Space Regulatory Environment
0:16:12 Fiscal Policy
0:33:37 List Of Trump’s Cabinet Picks And Other Top Staff
0:34:03 Federal Budget Deficit Or Surplus Percent of Nominal GDP
0:37:08 CBO Real GDP Annual Estimate YOY % Change
0:37:48 Nonfarm Labor Productivity (Output Per Hour) YOY % Change
0:38:48 US Crude Oil Field Production
0:41:03 M2 Money Supply vs CPI Inflation
0:42:19 Bloomberg Commodity Price Index
0:43:57 Metals/Gold Ratio vs US 10-Year Treasury Yield
0:44:59 Consumer Expectations vs Current Conditions University of Michigan
0:46:00 US Net Income Noncorporate Divided By Corporate
0:47:45 US 10-Year Treasury Yield
0:51:33 S&P 500 Price to Gold Ratio
0:52:32 Bitcoin to Gold Ratio
0:56:33 Outro


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[IeldudeI]

Serious question. Why does Ark and ArkX charge 3x more the maintenance fee if the ETF is trash? Like seriously. You can go with QQQ and actually make money. Mind boggling to go with these terrible ETFs.

[charlesfeng]

Thank you for the good information on macro analysis again. There are early signs of biotech stocks breaking out, hope this turns out to be the next Tesla or Bitcoin.

[derspreewalder]

Thx Ms. Wood.👍 Happy X-mas and new year. 🎆

[Crunch_dGH]

33:00 Compounded Tech Deflationary Effect; 45:00 Innovation Support Prospects; 52:41 BTC ~1/2 way point.

[john_hind]

Innovation is the rocket fuel, efficient regulation is the oxidiser. Unthinking deregulation gets you Boeing! And the politicisation of regulation is the very worst because it favours stodgy incumbents who can afford to buy the most politicians.

[cywizx]

God bless you Cathy....for bringing us such great analysis..

[stvybaby]

Another word for regulation is protection. Unbridled capitalism will use any free resource to 100% regardless of consequence.

[yomajo]

when Musk says full FSD in 2017 and charges money for it for near a decade. What is he communicating to? We don't know :/

[stvybaby]

Convergence and synchronisity promotes exponential growth.

[FeralChildTarot]

You’ll be in your space ship. You’ll go somewhere faraway probably not out of the galaxy but perhaps far away … you’ll realize none of it was worth it and you’re back at square one. This is the minor annoyance called life which you are part of no matter how great your denial.

[stvybaby]

We need a healthcare system that profits from and promotes good health rather than a sickness fills the hospital to treat for profits model.

[mng]

The regulation will disappear for Elon only, but will be strictly for another, which will lead to unfair competition and block the innovation so the startups will move some where else instead

[theesteady]

I would like to hear other human ideas on how to avoid the cannot buy nor sell without a chip/mark? There are old prophecies that foretells of a time when this chip will be a necessity or one cannot buy nor sell.

[yomajo]

Blockchain has been here nearly 20 years now. What has it contributed aside from Bitcoin as a new asset class and capitalists adding it to portfolios to be named as ARK "innovation platform"?

[JorgeOrpinel]

LOL you blame Lina Khan (FTC) for the billions YOU have lost investors in ridiculous bets XD

[WJohnson]

I found the graphs you presented at the beginning of the lecture to be of limited help. Graphs plotted against time are fine because time is an intuitive variable. However, graphs with one abstract variable plotted against another are more challenging to interpret, especially when they pertain to only a small portion of the overall lecture

[lawrencekrikorian]

Cathie Wood, did you know that the word palantir is an invention of J.R.R. Tolkien's? There were seven "seeing stones, " the palantiri. The one at Osgiliath on the Great River of Gondor, could communicate with the other six; the other six were like 1960s phone-to-phone communication lines. Palantir meant "to see from afar" in the language of Numenor. But each stone could also look into the past and show the user possible futures, too.

[WealthyChronicle]

Elon's vision for Mars and Doge is out of this world! But what about the environmental impact of all these rocket launches?

[stvybaby]

The next wars will be robotic drone wars. He who has the most and best drones wins.

[ShadoWolf]

Futurist said you’d be able to work from anywhere in the world. The most innovative man in the world wants people to show up to an office.😂