Special Edition: Macro Mayhem | The Brainstorm EP 55

What is going on with the markets? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by ARK CEO/CIO Cathie Wood and ARK Chief Futurist Brett Winton to discuss the recent market volatility and possible macroeconomic causes.

Key Points From This Episode:
00:00:00 Intro
00:00:24 The 180 Degree Turn On The Economic Narrative
00:02:44 Unwinding Of The Yen ‘Carry Trade’
00:05:44 The Return Of Volatility
00:10:55 Connecting The Crypto Dots
00:16:59 ARK Invest Unpacks The Global Stock Market Sell-Off
00:18:25 Cathie Wood: The Risk Is Deflation, Not Inflation
00:19:30 Good Deflation vs. Bad Deflation
00:21:48 The Return Of Volatility
00:23:45 Ripple Effect Of The Sell-Off

YouTube: @publicinvest


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[EvEvangelist]

I just respect and enjoy the way you guys think and bring your experienced intelligence to bear on the Financial Markets with a professional common sense articulation at a level for Non Economists to understand and learn : thanks

[colinsmith]

Brilliant, clearly explained analysis

[GrzegorzHoffmannGoogle]

please explain what happened to TDOC, why did it fall out of the portfolio

[MTXSHOvVSHO]

"Just because" companies obtained the best hardware to develop and run "A.I." doesn't mean they're ready to go to market with what they've built, they agree on how it should be used, they actually have the executive or technical talent to put things in motion. Measure twice, cut once is likely the best way to approach unless you're going to hire Palantir and solve all those problems inside of a month. #formersoftwaretester

[MrAncientAstronaut]

you could have gone with VOO or VTI at way less cost than this funds exorbitant prices and done way better in the market

[craigruchman]

When will any of her funds make any money?

[erdemulubas]

Cathy is a huge Tesla bull but she still casts out Tesla from the Mag 😅 That’s something

[yomajo]

Entrenched inflation and deflation were both uttered by ms CEO in this vid.

[OscarOwenn]

As the election draws near, I’m considering how potential policy changes could influence market growth. Election outcomes often impact sector performance, create market instability, and call for adjustments to your investment strategy due to shifts in legislation.

[dimitri]

Sam is just so adorable.. Cute+Intelligent!!

[lesbendo]

Good video, Thank You. Finally starting to understand your world! It only took 70 years! 🇨🇦

[Jakethebeard]

It's time for Ms. Wood to unveil her skincare routine. She looks so young for her age!

[speedracer]

1 yen = .0068 dollars. The loan must've been adjustable so now you're paying .25 percent. So you're getting it cheap but it's cheap money. So you'd need an enormous amount to then convert to dollars to invest it US investments. This is not a game for the retail investor.

[joeschnur]

What should the cost of money be? If you were to loan your money, what return would you want? 5% seems correct

[ivaluska]

I realize this will likely go unanswered but I would love a cohesive answer on the real possiblility of market manipulation by 5 or 6 major movers, driving prices down for better positions towards a quick turnaround into the next run

[stevechen]

If the FED eases, this will introduce systemic risk as it would weaken the dollar against the yen even more.

[perrymossino]

Didn't Facebook have revenue growth?

[billy-gokx]

A very good presentation of your thoughts and explanations. I love Brainstorm.

[cavemanstyle]

She keeps telling the same story. Hey Cathir how's that working out for you?

[plantvids]

Hanging with the scammer meet Kevin, you guys are no better than a pump and dumper. Oh wait, I’ve seen the chart on arkk and the 5 year plan 🤡’s