On episode XXVII of "In the Know," (March 4, 2022) ARK CEO/CIO, Cathie Wood, weighs in on the bond market, inflation, consumer sentiment, ARK's differentiated approach, and why disruptive innovation is inherently controversial. As always, she also 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.
01:07 - Innovation
03:23 - Valuations: Public vs. Private
04:12 - ARK’s Differentiated Approach
07:59 - Monetary Policy
08:10 - Bond Market & Fed Fund Rate
11:44 - Fiscal Policy
12:27 - Energy Prices & Production
14:06 - Economic Indicators
14:48 - Inventories
16:46 - Consumer Sentiment
18:05 - Retail Sales
19:35 - Consumer Credit
20:40 - Logistics Managers Index
23:20 - Housing and Capital Spending
25:00 - Inflation
26:20 - Oil
29:02 - Market Signals
29:30 - FAANG Stocks
30:30 - Shift from Bonds to Equities
32:10 - Yield Curve
34:00 - Corporate vs. Treasury Yields
34:26 - Crypto, Gold, & USD
35:30 - Disruptive Innovation Is Inherently Controversial
35:55 - Amazon
36:57 - Apple
37:23 - Bitcoin
38:09 - Tesla
38:30 - NASDAQ 100
New designs added to ARK's Swag for Good Store. 100% of profits go directly to the International Committee of the Red Cross in support of Ukraine: https://ark-invest.store
Don't forget to sign up for ARK's upcoming mARKet Update webinar: https://ark-invest.com/register-page/
To learn more about ARK: https://ark-invest.com
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
01:07 - Innovation
03:23 - Valuations: Public vs. Private
04:12 - ARK’s Differentiated Approach
07:59 - Monetary Policy
08:10 - Bond Market & Fed Fund Rate
11:44 - Fiscal Policy
12:27 - Energy Prices & Production
14:06 - Economic Indicators
14:48 - Inventories
16:46 - Consumer Sentiment
18:05 - Retail Sales
19:35 - Consumer Credit
20:40 - Logistics Managers Index
23:20 - Housing and Capital Spending
25:00 - Inflation
26:20 - Oil
29:02 - Market Signals
29:30 - FAANG Stocks
30:30 - Shift from Bonds to Equities
32:10 - Yield Curve
34:00 - Corporate vs. Treasury Yields
34:26 - Crypto, Gold, & USD
35:30 - Disruptive Innovation Is Inherently Controversial
35:55 - Amazon
36:57 - Apple
37:23 - Bitcoin
38:09 - Tesla
38:30 - NASDAQ 100
New designs added to ARK's Swag for Good Store. 100% of profits go directly to the International Committee of the Red Cross in support of Ukraine: https://ark-invest.store
Don't forget to sign up for ARK's upcoming mARKet Update webinar: https://ark-invest.com/register-page/
To learn more about ARK: https://ark-invest.com
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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