Wasted 40 minutes of my life to know the answer to the caption question "have we avoided recession". She didn't say "yes" or "no" but suggests that while the economy shows resilience and potential for growth, significant uncertainty and conflicting signals leave the possibility of a recession unresolved. Translation.. she doesn't know.
ARKK has been underperforming its benchmark (S&P 500) over the last year, 5 years, and even 10 years. Basically ARKK has underperformed since it was listed 📉
Does the 10 - 2 yr invert when Banks start buying the short-term Treasuries instead of the lending into the economy as they can fear new loans to customers might go sour?
I like all the ARK content and ideas. However... how long of high inflation (over 2%) until ARK concedes that they have been wrong about inflation? It seems to be a consistent error of thinking for multiple years now that all the ARK people and Cathie have been saying that inflation is a non-issue. However... I would say it's pretty obvious that inflation is a problem as it is sticking higher than many have been predicting.
What does productivity mean in the general term of the economy. What does it mean in the context of lower demand for the products Efficiency is just a code word for supress the workforce, lower wages, more profits for equity holders. I mean that is Cathy’s business but they all forget the government must ensure some level of balance and must try to cater to all groups.
Thanks, it would be good if you can give your take on the real estate market in 2025 and beyond based on your assumption of the macro environment development.
She shows strong defensive skills, a warrior over ice; whereas most are mediocre worriers. Mediocrities shown as maxims. Folks criticize from their own balls to the wall approach to markets...haha, cmon this is millions and billions in a shipping channel. Small turns, big boats. They must be defensive and win, which is why they beat all of you generally all of the time. Strength and power, speed and quickness. They are not. the same
For the past 2 years she kept babling about how we were in a recession and that everybody who said we were not in a recession were lying. Now she claims we narrowly avoided recession. How about owning up to the fact that your predictions were false.
"Tariffs" are not a sustainable "negotiating tool" there's a reason why your ark k stock is below its Highs from 5 years ago and most other stocks are not 😂
I think the weaknesses in the economy are big - but they are not picked up in the data. Take the BLS data for example. They have two surveys, the household survey, which estimates the unemployment rate through landline telephone surveys. This systematically underestimates unemployment becsuse those who lose their jobs are more likely to cut expenses, and having a landline is a luxury expense. Even with the establishment survey, they use a birth-death model, where for every business that goes bust, they just assume another business of average size opens. Therefore they systematically underestimate net job losses from business closures. It wont be until August 2025 that any economic weakness in Q1 2025 will be picked up from data revisions.
I’m so thankful that President Biden has left Trump a booming economy. GDP at 3%, inflation down to 2.5%, lowest unemployment, strong job growth, highest wages ever, chips investments, infrastructure improvements, record setting stock market gains, etc. It’s a great setup so hopefully Trump can continue the economic boom.
I don't trust the reference indicators. These can be easily manipulated. Is there any oversight over how and who produces the employment and productivity data? How trusth worthy is it?
You have done more damage to client assets than even Madoff could have. You should be embarrassed at how many clients have lost money under your watch. Awful
Cathie, you own an apology to ARK investors. You are one of the worst wealth destroyers. ARKK funds down over 80%, you are an utterly incompetent fund manager.
You have not said anything about big auto failures ( GM, Chrysler, Nissan ) as EVs and robotaxies arrive and displace them with thousands of job losses. Please comment
This lady is so eloquent and persuasive that some people will probably start believing in the 1,5 m price tag for bitcoin. No matter how she got that result, I'm sure not through profound, unbiased analysis and forecast. By the same toke she is - alike Michael Saylor - a marketing person, promoting bitcoin and her own services, and not a true market analyst.
How many times has the Sahm Indicator been wrong? Not many. Of course, the government has never had more incentive to paper over an oncoming recession - well, maybe in 2008. Maybe this time is worse.
I still lose more than 55% since I buy Arkk in 2021. Poorly managed. It was a huge bubble but you told us no bubbles. It is very bad and you lose our money and collect the high fee benefits to you only.
I want to know if any of your investments are in companies that MAY be investigating gravitic propulsion. And I'm serious about this :) . I want to own these companies.
Given the record breaking success of BTC ETF's presumably Tradfi will front run the 'other Bitcoin' ETF's in the future Huge Bitcoin Cash accumulations since 2023🧐 (Top Richest Bitcoin Cash Address List) BTC and BCH share the same scarcity with 21M Max supply The same White Paper & Genesis Block The same supply halvings and the same mining pools
AI will reverse labor arbitrage. Soon AI Customer Service call centers will leave The Philipines and India and will be half the cost, better, and needs no coffee breaks.
Cathie, you own an apology to ARK investors. You are one of the worst wealth destroyers. ARKK funds down over 80%, you are an utterly incompetent fund manager.
Once upon a time, some people thought technology was going to move along their time line. They thought they wanted to invest, but they should have spent their money on experiences. That way they could receive whatever it is that they expect as soon as they get wherever they're going... 😂😂😂😂😂 Technology is moving faster than ever, the problem is no one knows how far there is to go.🚀
I love your macro econ reports! I tune in every time just to learn and keep my finger on the pulse of a unique and valuable perspective! Thank you for doing this consistently over the years 💛
wonder if the buy now/pay later companies, iike Affirm, have taken share away from revolving cc debt balances companies. So it's just a shift in where credit is being obtained.
The fact that she would believe anything Musk has to say... unbelievable. The guy has already backed off the 2 trillion pledge and is now saying 1 trillion. Remember that we are all supposed to be riding around in his self driving cars for years by now. But Cathie is as gullible as ever.
2 дні тому
Pays your money, you can travel around in a self driving car all you want. It's great and getting exponentially better with every release. If you haven't tried it, quit whining.
I like this being a macro focused video only. Easier to digest when time is limited and I don't have to remember to come back and watch all parts of it. Keep up the great woek!
![Lp. Сердце Вселенной #60 РОЖДЕНИЕ ЛОЛОЛОШКИ [Финал] • Майнкрафт](http://i.ytimg.com/vi/YoR0pAV9FVQ/mqdefault.jpg)
Thanks Cathie 🙏
Thanks Cathie, helps me develop a perspective on the future of the economy/marketplace/policy... very much appreciated ...
Amazing job Cathie. Thank you!! You are spot on
Happy New Year to you and your entire team. Thanks for providing us with a great Investment opportunity.
Wasted 40 minutes of my life to know the answer to the caption question "have we avoided recession". She didn't say "yes" or "no" but suggests that while the economy shows resilience and potential for growth, significant uncertainty and conflicting signals leave the possibility of a recession unresolved. Translation.. she doesn't know.
ARKK has been underperforming its benchmark (S&P 500) over the last year, 5 years, and even 10 years. Basically ARKK has underperformed since it was listed 📉
Thank you, very informative!
I like the macro discussion. I'd prefer a discussion on innovation in a separate video. Thank you
Start you're own podcast and you can do it you're way.
@@greatestlivingamericaninve1245 Wood's opening remarks invited viewers to state their preferences as to topics she should address.
Thanks Cathy
Charts? M2 vs CPI, M2 goes positive at the end of 2025. Time scale issue?
Interesting take on the recession, but I'm still skeptical. How can we have strong employment numbers and yet talk about a potential downturn?
Does the 10 - 2 yr invert when Banks start buying the short-term Treasuries instead of the lending into the economy as they can fear new loans to customers might go sour?
Thank you - this helps put the economy and crypto into some perspective 🙂
Excellent. I look forward to each of these. Content rich and insightful...
How is your invitae shares doing?
HAHAHAHAHAHA; but she did very very well . Hope there is a God
Thank you Cathy you're the best!
I like all the ARK content and ideas. However... how long of high inflation (over 2%) until ARK concedes that they have been wrong about inflation? It seems to be a consistent error of thinking for multiple years now that all the ARK people and Cathie have been saying that inflation is a non-issue. However... I would say it's pretty obvious that inflation is a problem as it is sticking higher than many have been predicting.
What does productivity mean in the general term of the economy.
What does it mean in the context of lower demand for the products
Efficiency is just a code word for supress the workforce, lower wages, more profits for equity holders.
I mean that is Cathy’s business but they all forget the government must ensure some level of balance and must try to cater to all groups.
Why don't you enable automatic dubbing of videos?
Cathie is the Man!!! Great Work
Thanks, it would be good if you can give your take on the real estate market in 2025 and beyond based on your assumption of the macro environment development.
Ty so much for sharing the data and your perspective. It IS helpful‼️
Thanks
Shareholder value destroyed by ARK over the years
She shows strong defensive skills, a warrior over ice; whereas most are mediocre worriers. Mediocrities shown as maxims. Folks criticize from their own balls to the wall approach to markets...haha, cmon this is millions and billions in a shipping channel. Small turns, big boats. They must be defensive and win, which is why they beat all of you generally all of the time. Strength and power, speed and quickness. They are not. the same
CRISPR will skyrocket 🚀
Supertrend signal on the monthly ⬆️
For the past 2 years she kept babling about how we were in a recession and that everybody who said we were not in a recession were lying. Now she claims we narrowly avoided recession. How about owning up to the fact that your predictions were false.
Thank you
What’s your last time you are right😂😂
Cathie Wood can start including AI agent in employment/interest rate impacts in her future podcasts 😉
MORE INNOVATION 😀
So Smart 👍
"Tariffs" are not a sustainable "negotiating tool" there's a reason why your ark k stock is below its Highs from 5 years ago and most other stocks are not 😂
Library Action
Market: enjoys ath
Ark: still sitting at the bottom
Give up cathy, worst “investor” after Cramer.
I think the weaknesses in the economy are big - but they are not picked up in the data.
Take the BLS data for example. They have two surveys, the household survey, which estimates the unemployment rate through landline telephone surveys. This systematically underestimates unemployment becsuse those who lose their jobs are more likely to cut expenses, and having a landline is a luxury expense. Even with the establishment survey, they use a birth-death model, where for every business that goes bust, they just assume another business of average size opens. Therefore they systematically underestimate net job losses from business closures.
It wont be until August 2025 that any economic weakness in Q1 2025 will be picked up from data revisions.
I’m so thankful that President Biden has left Trump a booming economy. GDP at 3%, inflation down to 2.5%, lowest unemployment, strong job growth, highest wages ever, chips investments, infrastructure improvements, record setting stock market gains, etc. It’s a great setup so hopefully Trump can continue the economic boom.
Brace for revisions.😂
@ Are you hoping that America is worse off? Are you from Russia?
Why is performance so poor???? Unacceptable at all!
No. You are about 2 years too early, and caught up with the Trump hype. Come back in 2 years and explain how bad your predictions have been.
I don't trust the reference indicators. These can be easily manipulated. Is there any oversight over how and who produces the employment and productivity data? How trusth worthy is it?
You have done more damage to client assets than even Madoff could have. You should be embarrassed at how many clients have lost money under your watch. Awful
Cathie, you own an apology to ARK investors. You are one of the worst wealth destroyers. ARKK funds down over 80%, you are an utterly incompetent fund manager.
Or you're an incompetent manager picker 😂😂
It is very true that she is the worst one.
Are you guys getting anything right any more?
You have not said anything about big auto failures ( GM, Chrysler, Nissan ) as EVs and robotaxies arrive and displace them with thousands of job losses. Please comment
Is this recorded ?
This lady is so eloquent and persuasive that some people will probably start believing in the 1,5 m price tag for bitcoin. No matter how she got that result, I'm sure not through profound, unbiased analysis and forecast. By the same toke she is - alike Michael Saylor - a marketing person, promoting bitcoin and her own services, and not a true market analyst.
How many times has the Sahm Indicator been wrong? Not many. Of course, the government has never had more incentive to paper over an oncoming recession - well, maybe in 2008. Maybe this time is worse.
Nice Goggles, those frames are Beautiful. You make them look Great.
I still lose more than 55% since I buy Arkk in 2021. Poorly managed. It was a huge bubble but you told us no bubbles. It is very bad and you lose our money and collect the high fee benefits to you only.
Only macro.
Thanks Joe Biden 🎉
I want to know if any of your investments are in companies that MAY be investigating gravitic propulsion. And I'm serious about this :) . I want to own these companies.
There should be SEPARATE videos about Innovation!
Donnie is already a disaster. Instead of 6% GDP growth we might have economy run to the ground. You never know. Buy BTC
Given the record breaking success of BTC ETF's presumably Tradfi will front run the 'other Bitcoin' ETF's in the future
Huge Bitcoin Cash accumulations since 2023🧐 (Top Richest Bitcoin Cash Address List)
BTC and BCH share the same scarcity with 21M Max supply
The same White Paper & Genesis Block
The same supply halvings and the same mining pools
AI will reverse labor arbitrage. Soon AI Customer Service call centers will leave The Philipines and India and will be half the cost, better, and needs no coffee breaks.
$ antinflatiinary force for who? the US alone
Back to fundamentals now - Strong U.S. economic + deregulation + strong large companies earnings equals further drop in the stack market ahead!😂
How about you worry about your own funds performance Cathie... talk about that.
😂 she’ll never bring that subject up
Their stocks don't do well, but they made a ton of money
Cathie, you own an apology to ARK investors. You are one of the worst wealth destroyers. ARKK funds down over 80%, you are an utterly incompetent fund manager.
Once upon a time, some people thought technology was going to move along their time line. They thought they wanted to invest, but they should have spent their money on experiences. That way they could receive whatever it is that they expect as soon as they get wherever they're going... 😂😂😂😂😂 Technology is moving faster than ever, the problem is no one knows how far there is to go.🚀
I love your macro econ reports! I tune in every time just to learn and keep my finger on the pulse of a unique and valuable perspective! Thank you for doing this consistently over the years 💛
I agree!
You kill us with selling PLTR 😢
👍👍
Humanoid robots in factories in the millions++ How will Labor statistics/reporting be impacted? SoCalFreddy
👋👍
Customers waiting on sells?!.... Not in Bulgaria they don't
vOLUME IS SO DOWN
ARK=SCAM
The big bug has spoken.
austerity hit the economy my ass...hits the poor
capitalist paradize...deregulation and tax cuts
No avoidance. The recession began Q1 of 2023, has been ongoing to the present, & will continue until the inevitable crash & rebuild of all markets.
What leads you to this conclusion? Serious curiosity
@illst8 The economic definition of recession. Not emotions.
2 quarters on negative GDP?
@illst8 2 or more consecutive is the standard & it has been so since Q1 2023.
Where can I find this info? I’ve been looking
monopolies do not spend in R&D
Amazon spent 86 billion on rnd for 2024.
Alphabet, Meta, Microsoft and Apple spend eye watering amounts on R&D.
People got to remember the thing about investing is that you won’t always know right away or in short time frames if the thesis was correct.
ARKK is underperforming Money Market fund in the last 5 years. 😂This lady is a joke.
and still pontificating
Give her a chance lol. Everyone loved her when their stocks went up
Their research and thinking are quite good....trading decisions though have constantly baffled me
there will be no customers 😂😂
We have come a long way Cathie from 2020. Happy new year 2025🎉
TESLA 🎉
wonder if the buy now/pay later companies, iike Affirm, have taken share away from revolving cc debt balances companies. So it's just a shift in where credit is being obtained.
😂😂😂
Narrowly? The economy is booming.
Thank you Democrats!!
Come down to earth, what're you snorting?
The fact that she would believe anything Musk has to say... unbelievable. The guy has already backed off the 2 trillion pledge and is now saying 1 trillion. Remember that we are all supposed to be riding around in his self driving cars for years by now. But Cathie is as gullible as ever.
Pays your money, you can travel around in a self driving car all you want. It's great and getting exponentially better with every release. If you haven't tried it, quit whining.
I missed the euphoria, and only saw the uncertainty
I really love your contribution, very helpful an thank you for that…. Wish you and ARK a happy ND prosperous new year 🎉. JV from the Netherlands.
I like this being a macro focused video only. Easier to digest when time is limited and I don't have to remember to come back and watch all parts of it. Keep up the great woek!
With Tesla on fire, how is ARKK still dog shit. And in this market?? So glad I sold.
Thank you