Resisting Recession | ITK with Cathie Wood

Cathie also weighs in on the Inflation Reduction Act, productivity, inventory build-ups, the latest employment report, commodities, why we're already in a recession, and more. 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 - Intro
01:17 - Fiscal Policy
05:47 - Monetary Policy
25:29 - Market Signals
32:55 - Crypto & Innovation


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[ARKInvest]

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[vipul.bhowar]

If you can show the charts while quoting them it would be super helpful

[Vicky-zsds]

That time of the month that so many of us look forward to watching "In the know". So much reliable and golden information! Thank you Cathie and the ARK team for the great work you do!

[donaldbrain]

I had to close my 20 year business in 2022 went into depression and also health, this interview reinstated the confidence in me moving forward with something new. Thank you for this.

[Izma]

I get so excited when I finally receive the notification on another ITK video!!! You all do an amazing job. The amount of transparency of research and the core values of Ark Invest are some of the main reasons why I didn't sell any of my positions on my ARKG, ARKQ and ARKW selection. Keep the good fight and eyes on the 5/10 years prize!!!

Buy the (innovation) dip!!

[DD-trdo]

Cathy definitely knows about recessions, her ARK has been in one for 15 Months now.

[johnpinke]

Because Cathie always makes me feel good I held my ARK shares and bought just one new share of TESLA as a small vote of confidence in Ark/TESLA. I did this just for myself.

[wellscarlton]

Inflation hits people a lot harder than a crashing stock market as it directly affects"... you were probably 5 years old in 2009 if you think that crash did not hit people hard. also called the modern great recession...

[bobbygunz]

The worst part about this recession is that consumers are racking up credit card debt. In April alone, credit card debt went up 20% <while rates have doubled in a year. Inflation is so high that consumers are literally taking debt for basic life necessities. Collapse is near.

[ChrisPrudhomme]

I miss IKN with you Cathie! Been a crazy year for ARK so Im glad to see you keep bringing your thoughts out into the world.

[REZZA]

No idea how thankful I am for yourself and this firm.

[FinancialShinanigan]

Love her "buy high sell low" strategy

[mjkeating]

The term "HODL" came from a forum post that misspelled "HOLD". It stuck; alot like "pwn" came from a funny misspell of "own".

[harryaxe]

Cathy, we are in a technical recession (two quarters of negative growth). Fortunately, the federal reserve does not comply with this measurement because it is very short term, and the magnitude of decline is not stated as part of the definition.

[alisafreundlich]

Interesting comment about employment numbers weakening. Great to see how your team digs beneath headlines to find the detailed facts. More please!!

[carensimon]

I think its disgusting how these BOTs post Ads for various portfolio managers on Cathy's channel. Its rude to Ark, and annoying to have to weed through all that crap, to read real comments from viewers about Cathy's presentation and analysis.

[torfrjv]

Not sure if you're wearing a lapel mic, but I can hear what sounds like a heartbeat through this whole episode. Maybe a desk mic?

[kingkong]

The best part is that Cathie Wood's ark invest performs so well.... Hehehe

[samwalton]

Travel was down this 4th of July weekend and that is no surprise. I live in Orlando and have for over 30 years I can tell by the car volume around town and the major highways traffic volume is significantly lighter. Traffic is still bad but not like it is when the economy is doing well. I guess that would be an unscientific economic indicator!!
The wild card is the unpredictability of the war in Ukraine and it’s affects on how deep the recession in the EU gets??!! Worrisome!

[hasanrowe]

Wood said that innovation is “recession resistant, ” pointing to the recent shift back towards growth stocks as a sign of this trend.