Big Ideas 2024 | ITK with Cathie Wood

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.

00:00:00 – Intro
00:00:47 – Cathie Intro
00:12:13 – Brett Intro
00:15:09 – Converging Technologies Are Generating A Historic Technological Wave
00:16:43 – AI Serves As The Central Technology Catalyst
00:17:37 – AI Is Accelerating Faster Than Forecasters Anticipated
00:20:29 – Discontinuous Changes In Macroeconomic Growth Are The Norm, Thanks To Technology
00:25:49 – Technological Innovation Could Be Disruptive Enough To Dominate Global Equity Market Capitalizations
00:34:43 – The Cost Of Authoring The Written Word Has Collapsed
00:41:25 – Monetary Policy
00:41:32 – M2 Money Supply vs. CPI: Year-over-Year
00:43:07 – Federal Funds Rate vs. YoY Headline CPI
00:44:01 – Real Federal Funds Target Rate
00:46:05 – Yield Curve 10 Year Treasury Yield Minus 2 Year
00:46:44 – New Tenant Rent Index
00:48:51 – WCI Composite Container Freight Benchmark Rate
00:49:46 – Global Supply Chain Pressure Index (GSCPI)
00:50:08 – Bloomberg Commodity Index
00:52:07 – Metals/Gold Ratio vs. US 10 Year Treasury
00:53:52 – Bitcoin To Gold Ratio (Log)
00:56:01 – Investment Grade and High Yield Index Credit Default Swaps


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[ICDeadPeeps]

Just my opinion, but Cathie provides one of the best, unbiased macro updates online.

[JohnInvest]

Thank you Cathie for your time to make us this videos!

[DRUMission]

Cathie and Ark Team are the best at investigation and the worst at picking stocks, excluding TSLA.

[TiagoRamosVideos]

Thank you very much for this awesome monthly videos 🙏

[hharuniz]

This is An incredible program. Graphs from Brett are just so enlightening.

[travelwithcamera]

AI's rapid acceleration is revealing a flaw in the ARK Innovation ETF. As AI progresses, it seems super intelligence will be monopolized by the digital mega caps (think Mag 7). Therefore, most of the innovation gains will accrue to them. 

ARK Innovation owns TSLA, which has kept it afloat, but it does not own MSFT, GOOG, AAPL, NVDA, etc. The super intelligent models created by these companies will drive innovation in every market. Super intelligent models will be leaps and bounds smarter than everything else (by definition). 

Smaller companies will have a simple choice to make: Either pay for access or get blown out of the water.

[anthonyballog]

Thank you. I did not understand how this will be confusing for markets but it is now very clear. Old school margins will be experience deflation. I am price action driven. For those that need help with this watch the point and figure chart. No better way to know if u have the right stock. Also, Cathie should know.

[farsight]

Love the big idea pdf! Extremely excited for the future!

[terimclennan]

Once again all the information helps me understand the thesis here. And it makes so much sense. Thank you.

[Steve-nbkg]

So it seems ARKK has missed out on the biggest AI opportunities - NVDA, MSFT, META, at least so far. Their picks like TSLA and PATH continue to lag, but these may catch up in the coming years. We'll see.

[jwick]

Besides Cathie, Brett is the best person to represent ARK Invest. Too many other front-facing team members are too harsh or not sophisticated enough.

[viralml]

As usual - incredible information, my fav source

[edgardoberlioz]

Excellent global Macroeconomic objective perspectives on growth

[xfit]

I listen to your ‘Big Ideas 2024 | ITK with Cathie Wood’ YouTube session. In my opinion, Cathie, you or your firm don't need to quote less-known entities to confirm your findings. You do great work on your own firm's merits. I appreciate your work educating the masses; thank you.

[davidkloak]

Big thanks for your Bug Ideas, Cathie and Ark Invest! You've challenged me with your brilliant insights! ❤

[infotalkk]

Cathie, investors are focused on returns with ARKK and I am an investor in ARKK and my question is that if you have such great research, why you are not beating the maker to er last 5 years ? Long term yes inflation and interest rates are going to come down, but people want to make money long term and short term. And folks who have been holding ARKK over last 5 years have been questioning themselves. Do you see any adjustment to your thesis ?

[dineshmistry]

Always listening to Cathie and ARK big ideas .... the commentaries are highest level educational material too ... Thank You 🙏🏅

[quantumcat]

People have several jobs to make ends meet. That's just to keep up with food and gas prices. No one under 70k a year salary are getting ahead right now.
I love listening to you Cathie. You're absolutely brilliant. Thanks both.

[reece_parkinson]

Thanks, Cathie this is brilliant, I just released a video breaking this report down on my channel too! Keep on pushing - you are a true innovator!

[Long_Tail_of_Finance]

2030 seems to be that magic year for achieving everything.