Big Ideas 2024 | ITK with Cathie Wood

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: 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: For more updates, follow us on: - Twitter: - LinkedIn: - Facebook: - Instagram: Disclosure: