Why Disruptive Innovation Is Inherently Controversial | ITK with Cathie Wood

On episode XXVII of "In the Know," (April 1, 2022) ARK CEO/CIO, Cathie Wood, weighs in on the bond market, inflation, consumer sentiment, ARK's differentiated approach, and why disruptive innovation is inherently controversial. As always, she also 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.

01:07 - Innovation
03:23 - Valuations: Public vs. Private
04:12 - ARK’s Differentiated Approach
07:59 - Monetary Policy
08:10 - Bond Market & Fed Fund Rate
11:44 - Fiscal Policy
12:27 - Energy Prices & Production
14:06 - Economic Indicators
14:48 - Inventories
16:46 - Consumer Sentiment
18:05 - Retail Sales
19:35 - Consumer Credit
20:40 - Logistics Managers Index
23:20 - Housing and Capital Spending
25:00 - Inflation
26:20 - Oil
29:02 - Market Signals
29:30 - FAANG Stocks
30:30 - Shift from Bonds to Equities
32:10 - Yield Curve
34:00 - Corporate vs. Treasury Yields
34:26 - Crypto, Gold, & USD
35:30 - Disruptive Innovation Is Inherently Controversial
35:55 - Amazon
36:57 - Apple
37:23 - Bitcoin
38:09 - Tesla
38:30 - NASDAQ 100


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[ozyildirim]

As a shareholder of ARKK, ARKG and ARKF, i would like Cathie to talk about portfolio updates on a monthly basis. Given extremely aggressive trading Ark does and speed of companies coming in & going out of Ark’s conviction list, it would be great to hear Cathie’s view why they made the changes they did in their fund on a monthly basis. A few examples, Cathie says Palantir is great, very high conviction company and buys heavy after Q3 earnings at mid-high &20s. Then sells out completely after Q4 earning at the very bottom at low $10s. Same example for twitter, abbv and many others. ‘We are concentrating our portfolio’ isn’t a good enough answer for changing conviction list on a monthly/weekly basis. What happened to the long term view? Most trades look like buy high (momentum?) and sell low. I made a similar comment after last month’s video and i appreciate slow down in trades i noticed during the last month. I see much less daily trades in the recent reports.

[TickerSymbolYOU]

It's always great to hear a different take on what's going on with innovation and the markets, especially while innovation is on sale!

[likemysnopp]

”Domain experts, coming straight from college” how does that make sense? Nobody can be an expert straight after college…. I think calling them a expert is misleading your investors.

[tamirpdx]

Unbelievable commitment from Cathie to the community of relator investors. Thanks so much for the video and for taking care of 20% of my retirement that are invested in ARKK.

[Tinjinladakh]

As an 21 year old, Mrs Cathie is my role model.

[kaikrist]

Thank you Cathy for the incredible insight in these volatile times when it is too easy to give up and just sell everything and sit on the sidelines not knowing which way to go.

[Blasco_Snap]

Short term investors will be calling Cathie a genius on the high ends of volatility and a fool on the low ends. Disruptive innovation is a rough sea to navigate and a lot of people will fall off, but Ark invest is sailing with skill and grace.

[antonioreid]

I have disagreed with Cathie on monetary policy and government spending. However, I have never doubted her investment strategy. Cathie is right; growth and particularly disruptive innovation will win the day as each platform scales. Cathie and Ark are smart to have identified these reservoirs of transformation and wealth early. I will continue follow Ark closely.

Thanks Cathie and Ark for your continued research and hard work!

[jonathanho]

When I think Cathie Woods & ARK Invest… the words, TRANSPARENCY, ADAPTABILITY and EXPONENTIAL thinking comes to mind!

[Cerventis]

Great to hear your team’s analysis. This is always so much richer than what MSM offers us. Cathie stitches it all together so well.

[globalana]

Always inspired and motivated after hearing Cathie speak. It would be great to here ARK’s take on CCP ‘s decision to change its secrecy laws in order to avoid US delistings.

[tylertruski]

I sleep well at night investing in ARKK. Very VERY impressive team. Keep it up!

[lamart]

Thank you for your transparency Cathie. It has made it easy to hold onto conviction during times of turbulence in the innovation market. I haven’t sold a dime of any of my ARK holdings and have continued to purchase shares of five of your ETF’s weekly.

[scentilatingone]

Cathy you have a genuine disposition and I believe you are 💯 honest and believe what you present.

[getbusyu]

I have been following your lead for quite some time...
The market has given me a wonderful opportunity to purchase several of ARK ETF's it's a great fire sale that I look forward to enjoying going forward.

Thank you Cathy 😊 💓

[farsight]

Happy to continue buying all of the ARK funds! I love innovations and it is seriously lacking in a lot of businesses

[ginatrader]

Funny what you said about the 2yr/10yr yield curve and people suddenly talking about 3month instead. I've been wondering "Why did I never hear anyone mentioning this before?" So I appreciate your comment about being amused by this sudden switch. Thanks for the thorough view of everything!

[Wetoo]

I truly like your honest and straightforward management style.

[matthewabogado]

I'm still holding even though I'm 50% down.