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Big Ideas 2022
December 29, 2022 — In The Know with Cathie Wood
On a special year-end episode XXXVII of “In the Know,” (December 29, 2022) ARK CEO/CIO, Cathie Wood, answers investor questions ranging in topics including general market conditions, inflation, deflation, corporate earnings, interest rates, disruptive innovation, ARK’s investment process, supply-chain, and the outlook for 2023.
December 2, 2022 — In The Know with Cathie Wood
On episode XXXVI of "In the Know," (December 2, 2022) ARK CEO/CIO, Cathie Wood, weighs in on declining money supply, why we believe we're already in a recession, the recent crypto fallout, and the importance of decentralization and transparency. She also highlights our latest fund commentary: Disruptive Innovation and Profitability.
November 4, 2022 — In The Know with Cathie Wood
On episode XXXV of "In the Know," (November 4, 2022) ARK CEO/CIO, Cathie Wood, weighs in on the midterm elections, today's economic landscape compared to the 70's, interest rates, and what separates truly disruptive innovation from those being disrupted.
October 7, 2022 — In The Know with Cathie Wood
On episode XXXIV of "In the Know," (October 7, 2022) ARK CEO/CIO, Cathie Wood, weighs in on M2 growth, inventory pile-ups, liability driven investing, commodity prices, and why we believe the Fed is making a mistake as they base policy on lagging economic indicators.
September 2, 2022 — In The Know with Cathie Wood
On episode XXXIII of "In the Know," (September 2, 2022) ARK CEO/CIO, Cathie Wood, weighs in on Fed Chair Jerome Powell's Jackson Hole speech, the impact of seasonal factors on economic indicators, why we believe we're moving into a deflationary environment, and more.
August 5, 2022 — In The Know with Cathie Wood
On episode XXXII of "In the Know," (August 5, 2022) ARK CEO/CIO, Cathie Wood, weighs in on the Inflation Reduction Act, productivity, inventory build-ups, the latest employment report, commodities, why we're already in a recession, and more.