Big Ideas 2024 ITK with Cathie Wood

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On episode LII of In the Know, (February 2, 2024) ARK CEO/CIO, Cathie Wood, is joined by ARK Chief Futurist, Brett Winton. Together, they discuss technological convergence, artificial intelligence, and give a sneak peak into this year's Big Ideas Report, which you can download here: https://ark-invest.com/big-ideas-2024 • 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 • To learn more about ARK: https://arkinv.st/ARKInvest • • For more updates, follow us on: • Twitter: https://arkinv.st/Twitter • LinkedIn: https://arkinv.st/LinkedIn • Facebook: https://arkinv.st/Facebook • Instagram: https://arkinv.st/Instagram • Disclosure: http://arkinv.st/39rzF94

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