ARK is aware of hacked third-party UA-cam channels fraudulently posing as ARK &/or Cathie Wood. These accounts are impersonators & not affiliated with ARK Invest or Cathie Wood in any way. ARK Invest will never use UA-cam or other social media to solicit money, including cryptocurrency. Please report any account claiming otherwise! This channel is the only ARK Invest UA-cam channel. For more information, please view our "What Types of Scams Impersonate ARK Invest and Cathie Wood?" section on our FAQ page here: ark-invest.com/faq/
Yes the hacker use "Uya Kuya TV" (owner) and change the name become "ARK Invest" (the hacker) . Uya Kuya TV is real one, not the heacker. Uya Kuya now can't acces their account. Uya Kuya TV owner is an famous actor in Indonesia.
@@littlebob1261 don't confuse stock performance with company performance. I watch products improve and revenue grow. I listen to what management says. If I like it I'm happy to continue investing.
@@littlebob1261 Roku has an amazing product and revenue is growing and I expect it to continue for years. The stock will follow the company over the long term.
@@littlebob1261 when it goes up 300% in a small time frame like 2020 you can expect a little sell off. You think you know something but I bet you can't provide any evidence of actual knowledge about runninga etf or trading stocks. You are using hindsight and pretending you know something 😅
Michael Burry predicted Tesla stock would collapse like the housing bubble, saying that "my last Big Short got bigger and Bigger and BIGGER" and taunted Tesla bulls to 'enjoy it while it lasts. In May 2021, it was reported that he held puts on over 800,000 shares of Tesla. In October 2021, after a 100% rise in Tesla's stock value, he revealed he was no longer shorting it. During the second quarter of 2021, he has reported to hold puts on almost 31 million dollars on the ARKK ETF innovation index managed by Ark Invest...
@@littlebob1261 yes everyone knows her fund is down but it was also much much higher than the s&p for a few years. I also am mostly voo and schd as well. Her published data is heavily shorted and time will run out for the bears eventually.
According to Screen Time, I average 30 hours a week on UA-cam. And I eagerly anticipate installments of the ITK series more than any other. “In my view,” the most comprehensive, concise, and lucid commentary available on the latest economic developments. Thank you to Cathie, and the rest of the team at ARK.
Really great points about where the Fed should be looking -- employment versus productivity. Very clear how much deflation is in the pipeline based on commodity prices today and just how far behind the Fed is based on the lagging indicators they're looking at. Staying strong!
Alex, Would -SO- look forward to a dive using your cogent analysis regarding the content of this ITK session, including what areas of the market you would be in, in preparation for the "pivot". TIA
Most of whats " productivity " that allowed dollops of growth without inflation was basically done via outsourcing and importing into asian low cost labor intensive manufacturing , thus keep real us wage rates flat for a long period and ensured profit as a share of gdp peaked while wageshare fell. That partys over now and its now a test if we really have any productivity growth without access to importing from asia. Those tesla robots better show up to the party now because even the chinese are getting old and latin america has a declining birth rate. The other likelihood is the continuing high prices and worsening federal deficits force the labor participation further up as the wage rate then moves up even more than inflation
Fed waiting until after the election to pivot? The "Inflation" issue is the greater concern for the "Main Street" Dem's base; while the issue of (deepening) "Recession" is more politically aligned with the "Wall Street" and GOP folks. Is the Fed really above a little bit of politics? IMHO, despite very convincing rhetoric and the Fed's awareness that economic slowdown is now the greater risk, they are waiting until after the election to pivot - out of fear of doing anything to unsettle the Dems (defensive) posture that they are tough on fighting "Inflation".
Thank you so much for making these videos! It is so difficult to understand what’s happening in the markets without a financial background. You make the data more palatable! Whether you are right or wrong, I appreciate you taking the time to help the average Joe and Josephine. 😊
You explain things very well Cathie. You have a very soothing voice which makes listening to your very interesting videos all the more enjoyable. Thank you !
@@jasonk125 oh well, I didn’t say anything about agreeing with every sentiment, was expressing thanks for the videos as I think that’s only fair. I am annoyed at her religiosity- especially Catholicism - but that’s another thing.
Thank you Cathie and team for a very knowledgeable, direct and transparent analysis on the state of the economy. Always look forward to this time of the month to learn more and more.
Cathy, Thank You very much for these economic summaries from you. I really appreciate your time and efforts to produce these types of videos for us out here in UA-cam Land. Please keep these coming. Regards RW
This was one of Cathys best, I think. It got really interesting in the second half. The FED is going to do one last effort to crush the market, before they notice that the economy already is doing that for them. If we aren't already at the bottom, we are getting very near it. If we blink, that sweet opportunity has passed us by. I think this is going to be the optimal month to invest in the US.
Thanks Cathie & Team; irrespective of meltdowns or my own portfolio, to have your take and clarification on global economic events gives me repose - it is not knowing or understanding current events that leads to a sense of helplessness. My money is on Ark 🤘🏻
Thanks Cathie, there is always so much good information that I have to listen to the video several times. Appreciate all the work you are doing and information you are sharing.
Thanks again for telling us why your fund WILL make us absolutely no money and lose even more than we already have. Worst performing etf. Made me realize the greatness to investing in passive funds and indexes. These videos are made by you so you can try to keep your Job
Thank you Cathy. I'm so glad you have the courage to stay your course . It's a shame that ARK is collapsing and so many investors are going bankrupt. You just be you. That's all that matters
Great stuff Cathie. Thanks for the informative content. I have a question. You’ve mentioned that “innovation leads out of recession” several times in the last few interviews/discussions. Would you mind pointing a few examples of this out? Thank you.
I only come here for the laughs. Cathie isn't teaching y'all anything knew. In fact seeing that she's been in this game for 40 years im actually surprised she didn't prepare well for this. She definitely should known better. She was around in the 70s even if she wasn't in the market then. She was around in 2000 and she was also around in 2008. So why exactly is arrk where its at today? Im sure most of u Cathie Wood followers don't ask yourselves these questions smh. And that's why you'll always be a victim in this game if you dont learn to play the game yourselves rather than "investing" based on others opinions but then again I wouldn't call that investing.
I agree, so many so called experts out there, with some kind of diploma hanging on their wall, and dishing out bad investing advice. In life, if you have some common sense, and decently educated, and watch trends, your best off to guide the course of your own ship. You really can't do any worse than these experts today.
Thanks for the video. So, your view is that: inflation this time is mainly supply-driven, and it has been built up only over a 15 month period, and hence it is "probably" wrong for Powell to fight it like Volcker did. This is a very clear and testable view. Thanks!
I really hope that inflation will soon start to go down as you say for several months now! In the meantime, coupons are the only solution. the switch to digital 8112 coupons is expected to take place this month. At least they serve to save on the purchase of many items, not just food and clothing but much more. Qples offers the best solutions for those interested, I hope others find them useful in these difficult times
Love Cathie Wood. Instead of admiring celebs, I admire her and her knowledge. I see her name, I listen. Learned loads, although I'm a noob when it comes to economics. I always think: I wish us girls where taught more in this field rather than all their woke hysteria. That would work so much better at empowering girls and women. Goes for men too up to a point. But let's be honest they are more economically astute in general.
But Cathie, it's not about multiple times increase of interest rates. It's about nominal value increase. How much does the rate rise impact discretionary spending? Are you suggesting that a 2-3 times increase to 0.5 or 0.75% would have been sufficient to stymie the economy and inflation?
The rates effect everything. You can draw a line from rates to discretionary but its a weir D way to look at things. She is not suggesting what you said lol
This is a valid point. She keeps harping on the 13x increase but isn’t really making a clear argument as to why it’s worse than Volcker. Under her premise, raising rates from 25 bps to 75 (3x) is objectively worse than 1000 to 2000 (2x). That is simply not true - imagine borrowing goes up 0.5% vs +10%. That is worlds apart
Lots of great feedback here, all well-deserved. Would love to know what the Fed governors say about this because you know this is going to get in front of them somehow. Let's hope we get some brave souls to step forward as you suggest.
Interesting and thought provoking insights. A query on the interest rate hikes. Should we not be basing the analysis on what the consumer pays instead of fed funds? - with consumers paying more like 2% for home mortgage rates increasing to 6% . Is that more like 3x not 13x? Business and auto loans 4 - 5% up to 8 - 12 % ? A bit over 2x
I started investing in her ETFs in Feb 2020. I may have sold 10% during one of the rallies over the last year. Currently i have 2-3% of portfolio held in her ETFs and believe in Cathie’s thought process to hold for the next 5-10 years (I’m retired).
Why didn’t she make a similar video a year ago, arguing for the Fed to rise rates by 3-4% when all the data were showing a booming, inflationary economy? Where was the argument for data driven decision making then?
Given the high inflation that has led to the reduction in consumer purchasing power, CPGs are looking for new ways to attract customers. I think the arrival of digital coupons and the transition to 8112 was accelerated by this. Fobi able to increase customer loyalty by issuing digital coupons through Qples This would be very useful for big brands to increase, not only the ROi, but the possibility of attracting customers based on promotions aimed at them! I think it is revolutionary! Fobi operates in different sectors and verticals, I find it a fantastic company. Being a data first company, it is very disruptive and at the forefront of what it does, it would certainly be in line with Cathie Wood's vision of disruptive innovation. I've also read about FOBI's Qples, they deliver physical / digital coupons in minutes.
Cathie, if the sky is so grey and we're heading towards a deflationary environment, why unemployment rate is still at 3.5% and unit labor cost keeps rising?
That was a very good talk. Thank you Cathie. It does seem that the FED officials are not able to see a whole picture.As such their data-driven policy might have been based on a small set of data. There should be more transparency in FED's policy making process and they should be humble and acknowledge that very often 'they know nothing' (shouted out loud by Jim Cramer on his show in 2007 before the financial system and the economy collapsed). The problem is that nobody takes responsibility for policy errors even if millions of families and even the whole world would have to pay a huge price for them.
Right or wrong, it's so important to make the case and explain ARK point of view. It challenges the assumptions and biases built in to the Fed's point of view. We're all better off because of this process.
I am a new subscriber. Thank you for presenting this research. I hope this message receives due consideration and is not overwhelmed by politics. Long term vision is difficult for elected officials to apply properly.
On the other side of the argument, energy prices are way up. It costs more to grow crops, make things, transport products, and just to keep the lights on. The increase in energy prices will continue to work it's way through the economy.
Thank you for that information. With a-lot of businesses shutting down stores like Walmart closing 150 and cutting back and not hiring, Lyft not hiring possibly Uber bbby shutting down stores and many others unemployment is going to rise big time. Right now people are using what money they have to buy food, prices have gone up significantly there might be a big slow down in non-essential products. Hopefully we pivot someday soon.
I'm suspicious of anything she says about her own portfolio companies -as she's trying to get people to buy into her ETFs -but I like listening to her on the overall macro environment.
Cathie is worth listening to despite growing swath of naysayers. There r 2 groups of “experts” currently, one that thinks that inflation issues r overblown & the other that thinks this is going to be a generational blow up! Truth probably lies somewhere in between. Coz self inflicted pain threshold is always less than u think
"My funds are down 80%. Im praying the Fed drops rates because all my stock picks were inflated by money printing. Maybe one day, my dream will come true". There, I just saved you 40 minutes
She is something else 😂 you’d think she’d listen to what the fed is saying, they have made it very clear what their targets and plans are. Certainly should not be holding and hoping on a fed pivot that will not come. “We will not pivot until something catastrophic happens, that forces us to stop tightening.”
13x increase is more dramatic in one sense. 1% increased to 4% is less dramatic than 10% increased to 20% in another sense. The shock you speak of is not the interest rate, its $300 Trillion in global debt. If a 4% interest rate shocks an economy, the problem is not the rate.... the problem is a fundamentally sick patient. PS. Love you and the show. You made me a solid profit. I exited at $139 a couple years ago, may revisit ARKK again in the future. Currently Tesla is the only stock I own.
Not me. Many people are sounding this alarm. It doesn’t seem like it would hurt anything to keep from over doing the tightening the next time or two and monitor the situation, projections, and hear from more informed economists and historians. IMO
I like your analysis, and i appreciate the depth of your analysis. but I don’t think any of what you said matters given the worst supply chain situation, our supply chain is not going back to the peaceful era before, geopolitical tension, fed rate hike and high inflation that we are seeing right now. As a result, all you mentioned will lead to a even worse recession, and that's gonna happen instead of the Fed's immediate pivot
I don't think it's a "mistake" there are geopolitical reasons why they're affecting things in a way that aren't the best for the economy... I love Cathy and ARK but have learned a great lesson by supporting them over the past couple years which is geopolitics and great power conflict is the most dominant force in all of society. During times of geopolitical stability, chairmen of the fed and the fed itself can do what it wants to help the economy. During times of geopolitical instability, the power conflict trump everything else even the mighty dollar.
In 2001, she joined AllianceBernstein as chief investment officer of global thematic strategies, where she worked for 12 years, managing $5 billion. She was criticized for performing worse than the overall market during the financial crisis of 2007-2008. As of May, 2022, Wood's flagship fund, Ark Innovation, trails the S&P 500 for the trailing five years. The fund has dropped in value by more than 70% from last year's peak. remember - most dangerous words in economics are "this time is different"!
It might be good to include that Cathie focuses on disruptive technologies which always suffer first in a bear market. It would also be good to add that about a year ago Ark's performance outstripped S&P n just about everyone else.
Arkk is my biggest loss and has been for almost two years now. Really hope it comes up in the next 3 years. It feels hopeless though every time the etf offloads Tesla shares.
With the way things are moving ,I think I need to see a video on “how to survive amidst the present recession “.I mean everything in shambles Surprisingly I heard people still make over a 100k within a few months ,and i’d like to know how and if it’s still possible in these times or am I being lazy.
ARK is aware of hacked third-party UA-cam channels fraudulently posing as ARK &/or Cathie Wood. These accounts are impersonators & not affiliated with ARK Invest or Cathie Wood in any way. ARK Invest will never use UA-cam or other social media to solicit money, including cryptocurrency. Please report any account claiming otherwise! This channel is the only ARK Invest UA-cam channel. For more information, please view our "What Types of Scams Impersonate ARK Invest and Cathie Wood?" section on our FAQ page here: ark-invest.com/faq/
Yes the hacker use "Uya Kuya TV" (owner) and change the name become "ARK Invest" (the hacker) . Uya Kuya TV is real one, not the heacker. Uya Kuya now can't acces their account. Uya Kuya TV owner is an famous actor in Indonesia.
She is a wise moderate person, with knowledge, clear ideas and ways to share them, but also brave to make decisions. Thank you for teaching us.
@@littlebob1261 good time to buy
@@littlebob1261 she's a con artist - few months ago she was in the camp of the "transitory inflation"... I'm with Michael Burry on her
@@littlebob1261 no lol. Because these companies will make a lot of money in the future.
@@littlebob1261 don't confuse stock performance with company performance. I watch products improve and revenue grow. I listen to what management says. If I like it I'm happy to continue investing.
@@littlebob1261 Roku has an amazing product and revenue is growing and I expect it to continue for years. The stock will follow the company over the long term.
Thank you for continuing to do these videos Cathie.
@@littlebob1261 When your investment horizon is 5-10 years and you’re ultimately proven to be right, snarky comments don’t matter.
@@littlebob1261 go back to your day trading little bob.
@@littlebob1261 when it goes up 300% in a small time frame like 2020 you can expect a little sell off. You think you know something but I bet you can't provide any evidence of actual knowledge about runninga etf or trading stocks. You are using hindsight and pretending you know something 😅
Michael Burry predicted Tesla stock would collapse like the housing bubble, saying that "my last Big Short got bigger and Bigger and BIGGER" and taunted Tesla bulls to 'enjoy it while it lasts. In May 2021, it was reported that he held puts on over 800,000 shares of Tesla. In October 2021, after a 100% rise in Tesla's stock value, he revealed he was no longer shorting it. During the second quarter of 2021, he has reported to hold puts on almost 31 million dollars on the ARKK ETF innovation index managed by Ark Invest...
@@littlebob1261 yes everyone knows her fund is down but it was also much much higher than the s&p for a few years. I also am mostly voo and schd as well. Her published data is heavily shorted and time will run out for the bears eventually.
According to Screen Time, I average 30 hours a week on UA-cam. And I eagerly anticipate installments of the ITK series more than any other. “In my view,” the most comprehensive, concise, and lucid commentary available on the latest economic developments. Thank you to Cathie, and the rest of the team at ARK.
Any other similar futurist content you recommend?
Check out Peter zeihan
Really great points about where the Fed should be looking -- employment versus productivity. Very clear how much deflation is in the pipeline based on commodity prices today and just how far behind the Fed is based on the lagging indicators they're looking at. Staying strong!
Alex,
Would -SO- look forward to a dive using your cogent analysis regarding the content of this ITK session, including what areas of the market you would be in, in preparation for the "pivot". TIA
Most of whats " productivity " that allowed dollops of growth without inflation was basically done via outsourcing and importing into asian low cost labor intensive manufacturing , thus keep real us wage rates flat for a long period and ensured profit as a share of gdp peaked while wageshare fell. That partys over now and its now a test if we really have any productivity growth without access to importing from asia. Those tesla robots better show up to the party now because even the chinese are getting old and latin america has a declining birth rate. The other likelihood is the continuing high prices and worsening federal deficits force the labor participation further up as the wage rate then moves up even more than inflation
Yes. She is wise to make you to believe she is wise when she fails her gambling.
Fed waiting until after the election to pivot?
The "Inflation" issue is the greater concern for the "Main Street" Dem's base; while the issue of (deepening) "Recession" is more politically aligned with the "Wall Street" and GOP folks.
Is the Fed really above a little bit of politics?
IMHO, despite very convincing rhetoric and the Fed's awareness that economic slowdown is now the greater risk, they are waiting until after the election to pivot - out of fear of doing anything to unsettle the Dems (defensive) posture that they are tough on fighting "Inflation".
If you agree with her why are you not buying stocks and pushing Michael Burry collapse videos?
Thank you,Cathy for a well informed report.
Your videos have helped me to learn more about economics and markets.
Please keep us in the loop!
I love these, Cathie. Every 2 weeks would be even better! I always learn a lot, and you out forward a clear perspective. Thanks.
You learn how to lose money FAST!
Tough times for ARK right now. Thank you so much for continuing to make these videos, Cathie.
Thank you so much for making these videos! It is so difficult to understand what’s happening in the markets without a financial background. You make the data more palatable! Whether you are right or wrong, I appreciate you taking the time to help the average Joe and Josephine. 😊
You explain things very well Cathie. You have a very soothing voice which makes listening to your very interesting videos all the more enjoyable. Thank you !
Really appreciate your monthly videos.
@@jasonk125 oh well, I didn’t say anything about agreeing with every sentiment, was expressing thanks for the videos as I think that’s only fair. I am annoyed at her religiosity- especially Catholicism - but that’s another thing.
Thank you Cathie and team for a very knowledgeable, direct and transparent analysis on the state of the economy. Always look forward to this time of the month to learn more and more.
Cathy and Ark Team - Great job! Keep up the good work.
Thank you Cathie and the team at ARK invest. Keep up the good work!
Holy fk, Cathie is fired up.
Hey I've seen this guy before. 👀
Cathy, Thank You very much for these economic summaries from you. I really appreciate your time and efforts to produce these types of videos for us out here in UA-cam Land. Please keep these coming. Regards RW
I appreciate Ms. Woods insight. She makes sense and could help many.
Thanks Cathie. You are a voice of reason in these challenging times.
Hi Cathy!
This was one of Cathys best, I think.
It got really interesting in the second half.
The FED is going to do one last effort to crush the market, before they notice that the economy already is doing that for them.
If we aren't already at the bottom, we are getting very near it.
If we blink, that sweet opportunity has passed us by.
I think this is going to be the optimal month to invest in the US.
I really hope we’re at the bottom.. I’m sick of loosing money every single day.
Unless the fed manipulates it sideways
@@Bo-xl4re yeah me too
Thanks Cathie & Team; irrespective of meltdowns or my own portfolio, to have your take and clarification on global economic events gives me repose - it is not knowing or understanding current events that leads to a sense of helplessness. My money is on Ark 🤘🏻
Cathie - appreciate you sharing your knowledge. Would love to see you give your team an opportunity to share their knowledge in the future.
We love you, Cathie!
Thanks Cathie, there is always so much good information that I have to listen to the video several times. Appreciate all the work you are doing and information you are sharing.
Thanks again for telling us why your fund WILL make us absolutely no money and lose even more than we already have. Worst performing etf. Made me realize the greatness to investing in passive funds and indexes. These videos are made by you so you can try to keep your Job
Thank you Cathy. I'm so glad you have the courage to stay your course . It's a shame that ARK is collapsing and so many investors are going bankrupt. You just be you. That's all that matters
Hang on there Cathie! Always a refreshing perspective of things ahead from you👍
Excellent as always Cathy! Thank you i am hoping the fed is not going to raise anymore points or we are in a lot more trouble than we already are!
Great stuff Cathie. Thanks for the informative content. I have a question.
You’ve mentioned that “innovation leads out of recession” several times in the last few interviews/discussions. Would you mind pointing a few examples of this out? Thank you.
I like that catchy throwing up the Crip set on the thumbnail and throwing all those sneak disses at the FED. Crip Crip🧢
Excellent analysis. I agree that a pivot point is not far away. Thanks for your data-driven approach to understanding our economic turmoil.
Congrats on 70% haircut YTD for ARKK 🤣😂😂
I only come here for the laughs. Cathie isn't teaching y'all anything knew. In fact seeing that she's been in this game for 40 years im actually surprised she didn't prepare well for this. She definitely should known better. She was around in the 70s even if she wasn't in the market then. She was around in 2000 and she was also around in 2008. So why exactly is arrk where its at today? Im sure most of u Cathie Wood followers don't ask yourselves these questions smh. And that's why you'll always be a victim in this game if you dont learn to play the game yourselves rather than "investing" based on others opinions but then again I wouldn't call that investing.
I agree, so many so called experts out there, with some kind of diploma
hanging on their wall, and dishing out bad investing advice. In life, if you
have some common sense, and decently educated, and watch trends,
your best off to guide the course of your own ship. You really can't do
any worse than these experts today.
Thank you for being brave and shining light where there is none.
Thank you for these update Cathie.
Thank you Cathie!
Thank you Cathy you provide some much needed clarity and composure with your level headed analyses. Thank you for sharing these videos.
The ‘creative destruction’ theory sounded exciting. Instead we’re getting engineered demand destruction
Thanks for the video. So, your view is that: inflation this time is mainly supply-driven, and it has been built up only over a 15 month period, and hence it is "probably" wrong for Powell to fight it like Volcker did. This is a very clear and testable view. Thanks!
WHOsssss!!! Listening to this lady????
🙋🏾 Mi since 2018 🤣🤣
She giving free game
I really hope that inflation will soon start to go down as you say for several months now!
In the meantime, coupons are the only solution.
the switch to digital 8112 coupons is expected to take place this month.
At least they serve to save on the purchase of many items, not just food and clothing but much more.
Qples offers the best solutions for those interested, I hope others find them useful in these difficult times
Qples is the best choice
Thanks
Love Cathie Wood. Instead of admiring celebs, I admire her and her knowledge. I see her name, I listen. Learned loads, although I'm a noob when it comes to economics. I always think: I wish us girls where taught more in this field rather than all their woke hysteria. That would work so much better at empowering girls and women. Goes for men too up to a point. But let's be honest they are more economically astute in general.
True enough although things are changing.
You have less knowledge than her. Therefore she appears wise.
To someone like me, she appears fraud and irresponsible
I appreciate all her analysis even if I have some doubt about her decisions
But Cathie, it's not about multiple times increase of interest rates. It's about nominal value increase.
How much does the rate rise impact discretionary spending?
Are you suggesting that a 2-3 times increase to 0.5 or 0.75% would have been sufficient to stymie the economy and inflation?
The rates effect everything. You can draw a line from rates to discretionary but its a weir D way to look at things. She is not suggesting what you said lol
This is a valid point. She keeps harping on the 13x increase but isn’t really making a clear argument as to why it’s worse than Volcker. Under her premise, raising rates from 25 bps to 75 (3x) is objectively worse than 1000 to 2000 (2x). That is simply not true - imagine borrowing goes up 0.5% vs +10%. That is worlds apart
where is this deflation? do you know what is money supply?
Great video! Thanks so much Cathie. Really enjoy the monthly comprehensive perspective.
Thank you for always providing valuable information on market.
Lots of great feedback here, all well-deserved. Would love to know what the Fed governors say about this because you know this is going to get in front of them somehow. Let's hope we get some brave souls to step forward as you suggest.
Interesting and thought provoking insights. A query on the interest rate hikes. Should we not be basing the analysis on what the consumer pays instead of fed funds? - with consumers paying more like 2% for home mortgage rates increasing to 6% . Is that more like 3x not 13x? Business and auto loans 4 - 5% up to 8 - 12 % ? A bit over 2x
Love you Cathie, I'm rooting for you!🤞❤
Always clear and constructive, , Cathie. Very reassuring. Keep up the good work!
I started investing in her ETFs in Feb 2020. I may have sold 10% during one of the rallies over the last year. Currently i have 2-3% of portfolio held in her ETFs and believe in Cathie’s thought process to hold for the next 5-10 years (I’m retired).
Why didn’t she make a similar video a year ago, arguing for the Fed to rise rates by 3-4% when all the data were showing a booming, inflationary economy? Where was the argument for data driven decision making then?
Great insights as always. Thanks, Cathy!
Thank you for this valuable information, it is very useful in understanding the movement of the economy, and I follow everything you have new.
I respect you Cathy, immensely. I wish you were our Fed Chair!
Hi Cathie, would be great to have some charts along the video. Utilize the technology a bit more please.
The "BITCOIN" indicator, that was funny :)
I wish one day I get to have a cup of tea with Cathie Wood.
Thank you Cathie. Just shorted some more arkk.
thanks Cathie
Drill here! What a concept. It sure use to work but this, and next years COLA works for me.
Given the high inflation that has led to the reduction in consumer purchasing power, CPGs are looking for new ways to attract customers. I think the arrival of digital coupons and the transition to 8112 was accelerated by this. Fobi able to increase customer loyalty by issuing digital coupons through Qples This would be very useful for big brands to increase, not only the ROi, but the possibility of attracting customers based on promotions aimed at them! I think it is revolutionary! Fobi operates in different sectors and verticals, I find it a fantastic company. Being a data first company, it is very disruptive and at the forefront of what it does, it would certainly be in line with Cathie Wood's vision of disruptive innovation. I've also read about FOBI's Qples, they deliver physical / digital coupons in minutes.
Really enjoy these videos. Thanks for uploading.
I just filled the tank, deflation is hurting my back, so happy Cathie had warned me prepare for this 😂😂
Valid point report. Will watch back a second time
Thank you. Appreciate the view on current events. Be well.
anyone else extremely happy to have sold these funds when you did?
Cathie, if the sky is so grey and we're heading towards a deflationary environment, why unemployment rate is still at 3.5% and unit labor cost keeps rising?
Thank you Cathie for your excellent videos! Very educational.
That was a very good talk. Thank you Cathie.
It does seem that the FED officials are not able to see a whole picture.As such their data-driven policy might have been based on a small set of data.
There should be more transparency in FED's policy making process and they should be humble and acknowledge that very often 'they know nothing' (shouted out loud by Jim Cramer on his show in 2007 before the financial system and the economy collapsed).
The problem is that nobody takes responsibility for policy errors even if millions of families and even the whole world would have to pay a huge price for them.
Thank you Cathie
Right or wrong, it's so important to make the case and explain ARK point of view. It challenges the assumptions and biases built in to the Fed's point of view. We're all better off because of this process.
I think the fed does in nov 50 bps and in dec 50 bps ending at 4.25 by EOY
Cathie, in your opinion, what would Fed have done better than to raise interest rate?
Great Episode Cathie, thank you so much for your and your teams perspective. LOve all the shade you were throwing at Jerome Powell by the way.
I am a new subscriber. Thank you for presenting this research. I hope this message receives due consideration and is not overwhelmed by politics. Long term vision is difficult for elected officials to apply properly.
On the other side of the argument, energy prices are way up. It costs more to grow crops, make things, transport products, and just to keep the lights on. The increase in energy prices will continue to work it's way through the economy.
Thank you for that information. With a-lot of businesses shutting down stores like Walmart closing 150 and cutting back and not hiring, Lyft not hiring possibly Uber bbby shutting down stores and many others unemployment is going to rise big time. Right now people are using what money they have to buy food, prices have gone up significantly there might be a big slow down in non-essential products. Hopefully we pivot someday soon.
Thank You very much. I trust her intuition and accuracy. Thanks 🙏
I'm suspicious of anything she says about her own portfolio companies -as she's trying to get people to buy into her ETFs -but I like listening to her on the overall macro environment.
Cathie is worth listening to despite growing swath of naysayers.
There r 2 groups of “experts” currently, one that thinks that inflation issues r overblown & the other that thinks this is going to be a generational blow up!
Truth probably lies somewhere in between. Coz self inflicted pain threshold is always less than u think
Thank you! Brilliant as always.
I like how they put this out before todays CPI numbers came out today.
Thank you
"My funds are down 80%. Im praying the Fed drops rates because all my stock picks were inflated by money printing. Maybe one day, my dream will come true".
There, I just saved you 40 minutes
Their price targets assume multiple compression so these companies will have real earnings.
She is something else 😂 you’d think she’d listen to what the fed is saying, they have made it very clear what their targets and plans are. Certainly should not be holding and hoping on a fed pivot that will not come. “We will not pivot until something catastrophic happens, that forces us to stop tightening.”
Clicks and comments are good for content creators.
13x increase is more dramatic in one sense. 1% increased to 4% is less dramatic than 10% increased to 20% in another sense. The shock you speak of is not the interest rate, its $300 Trillion in global debt. If a 4% interest rate shocks an economy, the problem is not the rate.... the problem is a fundamentally sick patient. PS. Love you and the show. You made me a solid profit. I exited at $139 a couple years ago, may revisit ARKK again in the future. Currently Tesla is the only stock I own.
Thank you Ms Wood. Brilliant analysis !
I really hope the FED will increase with another 75 bp on November 2nd.
Be careful with this line of thinking or the companies you might like investing in now might not be around for very long
Not me. Many people are sounding this alarm. It doesn’t seem like it would hurt anything to keep from over doing the tightening the next time or two and monitor the situation, projections, and hear from more informed economists and historians. IMO
Thanks Cathie!
Look forward to these each month 😁
Thank you for sharing your wisdom
"They are basing policy on lagging indicators" 32:20 I felt her pain... LOL
Thank you cathie for all that you do!!!
Kathy has always been ahead of the 8 ball. You watch as this plays out. She will be revered like never before.
She’s right.
I wonder if it's possible to add some charts/tables/graphs of the data Cathie is mentioning. So many numbers being said!
I like your analysis, and i appreciate the depth of your analysis. but I don’t think any of what you said matters given the worst supply chain situation, our supply chain is not going back to the peaceful era before, geopolitical tension, fed rate hike and high inflation that we are seeing right now. As a result, all you mentioned will lead to a even worse recession, and that's gonna happen instead of the Fed's immediate pivot
I don't think it's a "mistake" there are geopolitical reasons why they're affecting things in a way that aren't the best for the economy... I love Cathy and ARK but have learned a great lesson by supporting them over the past couple years which is geopolitics and great power conflict is the most dominant force in all of society. During times of geopolitical stability, chairmen of the fed and the fed itself can do what it wants to help the economy. During times of geopolitical instability, the power conflict trump everything else even the mighty dollar.
In 2001, she joined AllianceBernstein as chief investment officer of global thematic strategies, where she worked for 12 years, managing $5 billion. She was criticized for performing worse than the overall market during the financial crisis of 2007-2008.
As of May, 2022, Wood's flagship fund, Ark Innovation, trails the S&P 500 for the trailing five years. The fund has dropped in value by more than 70% from last year's peak.
remember - most dangerous words in economics are "this time is different"!
It might be good to include that Cathie focuses on disruptive technologies which always suffer first in a bear market. It would also be good to add that about a year ago Ark's performance outstripped S&P n just about everyone else.
I truly hope a fed family member refers this video and your wisdom is shared.
Arkk is my biggest loss and has been for almost two years now. Really hope it comes up in the next 3 years. It feels hopeless though every time the etf offloads Tesla shares.
5 year outlook mate 👍👍
With the way things are moving ,I think I need to see a video on “how to survive amidst the present recession “.I mean everything in shambles
Surprisingly I heard people still make over a 100k within a few months ,and i’d like to know how and if it’s still possible in these times or am I being lazy.
@@amymansfield8184 agreed