Lags and Leases Pointing to a Pivot? | ITK with Cathie Wood

On episode 36 of "In the Know," (December 2, 2022) ARK CEO/CIO, Cathie Wood, weighs in on interest rates, inflation, declining money supply, the recent crypto fallout, the importance of decentralization and transparency, and profitability associated with disruptive innovation.

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.

00:45 - Intro
02:49 - Fiscal Policy
04:10 - Monetary Policy
16:04 - Economic Indicators
24:48 - Market Signals
30:00 - Innovation
41:34 - Final Thoughts from Cathie


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[michaeld]

Cathie, I came into ARK funds at perhaps the worst time two years ago, despite huge losses in each of the funds I have faith in you and your team. It’s not blind faith but there is an authenticity to you that can not be denied. You and your investors will prevail if they stick out this storm and even better if they have the guts to buy at these levels. Keep up the great work!

[MajesticGeek]

Thank you, Cathie, for continue to do these ITK sessions. I look forward to them. Although I believe your conviction is unwavering, I'd like to say that whenever I hear negative statements in main stream media about you and Ark and the lack of recent performance, it only increases my confidence in what your doing and my respect for your transparency. Please keep doing what you're doing!

[daisysweets]

Thank you, Cathie. I love when you share these videos. My two children, one 17 and one 20, have two of the ARK Funds. I believe they will be blessed in the next ten years because of your ideas and conviction in innovation. We were lucky to direct them to these funds when they dropped in price.

[wadestride]

Thank you Cathy for taking the time and sharing your knowledge and wisdom . So encouraging to hear your words in these difficult times. I check your website for the latest news and updates available every day. You are truly the lighthouse in the financial storm of our lifetime. Holding strong, remember this too shall pass, brighter days ahead. 🏖🙏

[jacdragan]

Being born Nov. 21 1955 and just retired as VP and GM of Global BD with a degree in Electrical Engineering, there is no boubt that Disruptive Innovation Investing IS THE FUTURE! I BOUGHT Tesla in 2015. All in. Never sold one share and never will.
Merry Christmas to you and your loved ones! YOU WILL WIN THE WAR!

[lateonbrakes]

These have been incredibly useful Cathy. And I don't need or rely on these - my RV subscription keeps me pretty informed but I always look forward to your ITK sessions

[FlowStateTrend]

Cathie is one of the classiest woman I’ve seen in my lifetime. She is authentic, human, brilliant and a visionary. The world is synonymous with change, curveballs and required discipline that will reward those with patience and impeccable research.

[OscarCuzzani]

Thank you, Cathie. Always look forward to seeing ITK! Keep the good work!

[drc]

Thank you, Cathy. I appreciate you and your team, ARK. I am still hold on your fund, ARK etf. I believe your view and your conviction based on research. Keep going on, Cathy. I think that 2021~2022 years were/are best time for increasing shares your etf funds nevertheless this time is very painful and fear. Time will say us that you are right. I will be a korean client of your etf(ARKK+) always if you and your team do your best. Thanks and Keep going again, plz.

[Alghamdiim]

Finally! I've been waiting for your session. Very much appreciated!

[tylertheinvestor]

Cathie predicted the inventory build ups almost a year before it happened. She predicted massive deflation (which should take place because of the inventory buildup and other factors), she predicted that the fed has gone too far too quickly by increasing rates by a factor of 16x. The effects of each rate increase lag by 6-9 months (so the drop in inflation and demand destruction due to interest rates we are seeing today is from decisions the fed made back in May - June). Because of this I do not think it’s unrealistic to think inflation drops faster than everyone is thinking. It would be perfect timing to create a bull rally middle - end of 2023 and just before an election in 2024.

[averagemillennialinvestor]

Strong conviction! Just like when people had doubts in Warren Buffett during the crazy run up of 2020/2021 where he held onto cash. Then 2022 happened and Berkshire up YTD while tech is down 50%+. Hopefully innovative stocks make a comeback and thanks for these ITK!

[marketobsession]

Always enjoy Cathie Wood talk, appreciate the learning and insight.

[atun]

ARKK is only down 78% from the highs and massively underperformed S&P over the past 5 years, something Ark uses as a reference point. Keep up the great work team.

[rlin]

Every time when I felt hopeless and beaten, I come back here and get "Hopeium". Thanks, Cathie.

[jenniferr.]

Once again, had to get my Cathie fix.. There is no one else out there that can allay my anxiety that way that you do ! Thank you for all that you do

[jlgpianokeys]

I really hope the Fed doesn’t pivot at the wrong time if what you’re saying is possible, that we could see another depression. I haven’t taken that hypothetical situation off the table in my mind as an investor yet but consider the 12 years of free money everyone got and why the Fed believes that could trigger a longer economic downturn. I’m going to keep my shares of ARKK however painful it is in the near term. I believe in your vision and hope you are right.

[mingyangyu]

Thank you for your research, consistency and perseverance!

[diamonddbw]

I'm a late joiner of ARK funds. In fact I bought W, G & X, all at the height. So now they look not good. But I believe in your attention to real values extreme attention to reality. Hanging tight.

[aidongqu]

Thank you Cathie. The on-chain data contains the information of wallet addresses (public keys) not IP addresses.