De-FAANG'd | ITK with Cathie Wood

[@ARKInvest2015]

ARK is aware of hacked third-party KZbin channels fraudulently posing as ARK &/or Cathie Wood. These accounts are impersonators & not affiliated with ARK Invest or Cathie Wood in any way. ARK Invest will never use KZbin or other social media to solicit money, including cryptocurrency. Please report any account claiming otherwise! This channel is the only ARK Invest KZbin channel. For more information, please view our "What Types of Scams Impersonate ARK Invest and Cathie Wood?" section on our FAQ page here: ark-invest.com/faq/

[@notdavidbender]

Reporting scammers on KZbin or Facebook is useless. Once twitters everything app is working, creators and consumers can be there without the scammers.

[@jinghuiniu7335]

@@notdavidbender Of course reporting to Google or Facebook is useless. Google holds the grudge and doesn't like to be disrupted by ARK, so it sends its top-gun bots and scammers here😂

[@weaverdreams]

I will report the fraudulent ones immediately when I see them, and put comments letting people know. 🤨😤

[@zerocarbdoc]

Now I will say that sampling is allowed by youtube not fair in most eyes, however I did find Cathie from one of these channels and have followed her here and have invested in ARK so not all is lost. Not sure if the sampling sites are the one ARK is referring too but at least something good came about with these channels. 😃

[@uscalumni]

Thank you for the communication.

[@redmanxx73]

Ms. Wood: Thank you for taking the time to share your valuable insights and information. Deeply appreciated.

[@norbertbajgyik1607]

I know you get a lot of heat for the funds being down but we really appreciate your inside scoop and research. Thx

[@internationalinvesting4336]

That heat is well deserved. I like her intentions of investing in innovative companies, but her track record (actual investments) is pretty disappointing. Not the return, but the actual picks. With a few exceptions, those are not innovative companies.

[@norbertbajgyik1607]

@@internationalinvesting4336 what makes you a better expert and stock picker???

[@internationalinvesting4336]

@@norbertbajgyik1607 My results 😄. I am -14% YTD, not -64%, like Cathie

[@norbertbajgyik1607]

@@internationalinvesting4336 👏👏👏

[@future_proof]

@@internationalinvesting4336 See you in 5 years

[@TableTennisLover1234]

I have been De-Cathied ever since she bought Zoom at over $500. Never would take her and her team’s advice even if she pays me to do so. Thank goodness for SARK etf!

[@rreii431]

No one does what you do with this data. You share a succinct summary with clarity. Your presentation is always appreciated. I don’t know what the future holds. But I hope your disruptive approach with ARK is rewarded accordingly with profitability. Keep your compass pointed in the direction you believe in.

[@MIgardener]

If you are right, WHY DO YOU KEEP SELLING AT THE BOTTOM!?!?!

[@supaflydann]

great point

[@P__114]

😂 so true. They dumped COIN at the bottom.

[@ggockma20]

​@@supaflydann not defending her but tax loss harvesting, it least you sold something not doing well low, to buy something different to balance out. Risky though but her high PE or no net income companies aren't able to fool investors/banks.

[@mrsith1402]

Selling and buying. Also called managing funds.

[@cmhwilder]

Cuz they don't know what the hell they're doing. Communal covert narcissism.

[@mabster800]

Her conviction in her strategy is quite amazing. She is down more than 70 % plus and still adamant she will come out Tops in a 5 year period.

[@WheresMyPolenta]

Over analyzing the short term makes people miss the long term picture/goal.

[@byroncubides]

Shes been saying 5 years....4 years ago so her strategy already failed

[@Pikminiman]

@@byroncubides : There is no possible 5-year period you can draw on the ARKK chart which results in a loss. If you think Cathie's strategy has already failed, you're ignoring the evidence.

[@jybacle]

Definition of craziness

[@jtesh]

what choice does she have?

[@sutring4508]

Thanks cathie for putting incredible efforts for monthly videos about economic outlooks ..

[@tlstrading1421]

Why would you take advice from someone who is terrible at investing? She lost millions!

[@scottwhite8960]

Is this a bot? Why are there all these generic comments on this channel? 😐

[@dariusd2003]

@@tlstrading1421 yea I'm wondering if these are sycophants. Her etf has to have some type of record in capital destruction.

[@paulharkins4866]

Thanks Cathie for your wonderful analysis, perspective, and presentation of thw World as it really is..

[@BreezyMark]

Congratulations on the new office! I look forward to every ARK video!

[@Mike2real141]

I want more!

[@reh-linchen4698]

It’s always extremely encouraging and even comforting listening to Cathie talk. I was wondering how the US debts now and interest rate factor in the 1910s-1930s analogies. Are we in between a rockier and harder place? Hope technological deflation does pan out, as well as workforce productivity. Will be great to elaborate them in the next round. Thanks.

[@drc4563]

I think her economic analysis is very interesting, valuable and non consensus. These podcasts are a must watch just for this. Thank you!

[@danerose575]

Statistically, transparency, complexity and in-depth are indicators of better thinking and trustworthiness. I appreciate being among the few sources of economic data to take this approach.

[@paulvarey2416]

ARKK year to date down over 60%. That leaves a mark.

[@malcolmsteel5844]

I'm no economist but very impressed with your factual analytical analysis, all appears very logically based common sense when you spell it out so eloquently! Highest Regards Malcolm Steel.

[@ToneGuruLA]

People been saying the same of Peter Schiff.... for over a decade. Yet PS and CW come to completely different conclusions. Thats what makes a market, thats the beauty of the markets... and life. Long Tesla 🙂

[@thecreativexpro]

Excellent and incredibly insigfhtful commentary, from a market behometh - I listened to this twice, fully through.

[@beefquiche]

I'm here for the comments

[@girubs]

Cathie .. from the beginning of this year you kept saying Fed is making a mistake because inflation is transitory and because of the deflationary tech forces. Even after this much rate hikes, inflation is not coming down .. I hope you admit you were wrong ..

[@mwright8533]

I started following you in 2020 . I will like to thank you . I’ve learned a lot

[@kongatthai]

You​ learn​ the​ wrong knowledge.​ Be​ careful

[@mikev324]

Yeah you certainly lost a lot of money.

[@murta1979]

@@mikev324 I think you misread "learned" for "earned", the person didn't say that they made a lot of money, just learned a lot.

[@rosstrue1]

Last five years Amazon up 90% Apple up 220% Netflix up 30% Facebook down 40% Ark etf which is “designed “ to double every 5 years only up 39%. I have a feeling if it were not for all of the retail investors brought in by covid that ark would not have been as successful in the last couple years

[@williampalmer1711]

I’ve been shorting Cathy Woods’s fund the past four months and am up nearly 10%! Thanks, Cathy!

[@babblingidiot7903]

This is actually the funniest comment I've seen during this volatile stage. Lol

[@shadowmancer7040]

Hope you keep doubling down and end up bankrupt. Shorts are parasites.

[@ExploreAtlanta]

You and your team have become a beacon for many, myself included. Thank you for your excellent and tireless work.

[@globalana8951]

The #1 most important report

[@charliejose7134]

Thank you Ms Wood. Highly appreciate you doing these videos.

[@Onestopshop23]

Love u Cathy...thank you for all that you do for us !!

[@richbentley4529]

Thanks, Kathie, for a clear-headed view of this evolving economy, I appreciate your shared insight :)

[@rusteros2]

I'm sure she's happy to help, Ritchie.

[@mikev324]

@@rusteros2 😅 Yeah I think Rich doesn't even get what you said.

[@johntessier7248]

Rich is there

[@kv258]

Thank you Cathie. Yes, during the period of 1918-1921, this situation sounded very similar to our world today. There were also wars, flu and inflation. However, there is one key point which makes our global financial market different from the present and then, which is - - The Rise of China.

[@jaylenbrownfan2112]

Much of the labor is already moving to India. That might be the next great economic expansion.

[@somethingginterestingg4275]

They are most likely in a pretty significant recession/depression right now

[@SnoowMcCall1]

Great Comment

[@jenniferr.7420]

Thanks Cathie , feeling so low these days and you always give me hope and fix my depression .. lots of love to you for all that you do !💗

[@kimberlylicorish9315]

I have to say the intro to your videos is so satisfying 😌

[@tracyforrest2253]

Love your analysis! Thank you for all you do to educate us on economics. FAANG, in my opinion Facebook/Meta and Netflix are already disrupted. Apple, Amazon, and Google are feeling economic pressure in this inflationary environment but no competitor has disrupted these companies?!?!?!? Please elaborate to help me understand

[@Alghamdiim]

Always great to see you on the feed.

[@yagelshemtov7924]

Listen to Cathie! She knows what she's saying.. Look at her returns for the last year! Remarkable!!

[@glennwoolum9457]

I've learned so much about investing and economics from Cathy. Thanks for all you do.

[@2beJT]

Like how to survive on 30% and burn 70%

[@glennwoolum9457]

@@2beJT Well, no one is right 100% of the time, and fundamentals aren't for timing entries and exits. Fundamentals simply point to the where the opportunities are.

[@jimmaag4274]

Thank You. I always look forward to your monthly update.

[@alexkane8]

ROKU, TDOC, ZM are your top holdings but are NOT the most innovative companies in the world. That’s a bigger problem than the Fed for you.

[@alanlee2373]

Dream over🤣🤣🤣

[@esalas]

Sad but true. So much for "de-FAANGing"

[@2beJT]

Roku.. like, why the hell would I buy ROKU when I could buy GOOGL rn at pe 18?

[@ApplesThatRead]

I watch all of these 💜 Appreciate the thoughtful interpretation of market indicators instead of the rah rah fear mongering that's common in finance

[@deani2431]

Ahhh...the grounded voice of reason in a sea of FUD. Thanks Kathie!!

[@Robert_Ali23]

Love the updates but what I want to see more of is the link between your innovative areas that you identified and the stocks the fund is holding

[@thomas6502]

Appreciate your thoughts and insights Cathie and team. Thank you!

[@SnoowMcCall1]

You are my financial Yoda! Thank you Cathie Wood! I first found you on the Tesla Live stream on Crypto! You put all the puzzle pieces together and the picture ended up so differently than expected I wish I could hear more! I am fascinated by this and how many refute the signs. Thank you!!¡

[@nds9777]

The Rubber Band is definately stretching....hope it doesnt Snap¡ LoL🤣🤣

[@jordangaudio6729]

Love you Cathie. Together we will all come out of this bear market stronger than ever.

[@beefquiche]

wtf? this was all avoidable.

[@RandomUser25122]

@beef no it was. If they hadn’t printed a ton of money, we’d all have been in a bigger depression and would’ve been in one since before the Ukraine war. All politics aside, they had no choice - even trump extended the deficit considerably.

[@beefquiche]

@@RandomUser25122 no monkey, I mean ARK holding high beta into a crash was avoidable

[@davidfsanabria]

This series is on my "can't miss list". I will say though, the item that Cathie tip toes around and avoids discussing is the sheer amount of liquidity that flooded the market in 2020 and how this affects her deflationary thesis. Her examples of the roaring 20s or post-WWI period were both highlighted by loose monetary policy (relative to their times) and increased liquidity from banks to everyday people. It's the whole reason the FDIC system exists, banks were giving money away. I buy into the deflationary potential innovation provides, but I am not sure how to counterbalance that possibility with the actual flooding of liquidity in the markets. To me, that is what is different. Never has the market been flooded so quickly and egregiously as it was in Covid. It would be an interesting follow-up to look at liquidity in these other periods not in dollar amounts, but as percentage of total money supply. Perhaps what we did now is unprecedented, perhaps it is closer to something done before.

[@TickerSymbolYOU]

Excited to see ARK Invest in St. Pete!

[@mutulicaaa]

Thank you Ms. Wood.

[@KP-gb8nk]

Great presentation as always. I always wait for ITK to show up. Thank you for doing this. One thing that comes to mind as a difference between this period and the roaring 20s is the uncertainty of climate change. Climate change could be a huge economic headwind ( or tailwind if we decide to invest heavily in mitigation) if the issue is not appropriately addressed. It is also something that humans really have not experienced in their civilized society. It is a huge risk that I feel we must acknowledge. Yes technology solves problems but this would be one area where massive and coordinated world-wide effort would be required.

[@martinsoos]

Retail is brimming with select inventory. This week alone, I couldn't buy a blinker switch for my car, I couldn't buy a starter for my tractor, I couldn't buy bread flower to make bread. IT'S NOT WHAT WE HAVE, IT'S WHAT WE DON'T HAVE that is the problem.

[@tarzsan]

Thank you Cathy ! ❤

[@AHofmann25]

I have a roku TV and I have never seen an ad. I use it to watch Netflix and HBO max and to stream KZbin. Where are the ads? On the free channels nobody watches? I don't get the long thesis

[@fredwinslow744]

I love Cathy wood and the ark approach over all. Bit I have NO IDEA what I just listened to for almost an hour. No idea ???

[@simonescelsa]

Neither does she

[@bigqueue]

The supply shock excuse was what was used to say that inflation was transitory. Once they figured out that inflation was not as transitory as they thought, the supply shock ruse was put to bed. You can also see that in the '70s or the '60s to '70s while they had a guns and butter program, the growth of the money supply was not nearly as fast as it is currently. The Federal reserve has monetized a boatload of debt from 2008 until now, and of course the federal government has gotten into the stimulus game. Not only did they create the supply shock by shutting down the economy, but they funded everybody's lifestyle causing the supply and demand curves to totally go out of whack. This should be no surprise that we have inflation, and the reason the Fed is probably stepping up quickly is that they don't want salaries to go up and cause that stagflation situation that you sort of reference that happened in the '60s and '70s. They pretty clear that they don't want salaries to be going up and they want to crunch down on jobs and the labor market. I suspect for that very reason that they don't want to see 15 years from now than inflation has jumped up to 20%. By the way the reason they can't handle very high inflation is the very reason of the debt that our country at every single level has. If our interest rates were to elevate to the point of the 1970s, I'm not sure most of our businesses or governments could survive that.

[@albert1020]

Still holding my FAANG stocks (barriers to entry, room to growth) but I diversify with new innovation stocks (really think it will come faster than we think). Thanks for this video!

[@cameronvincent]

You should sell F&N The rest should be treated like cash like position will "only" grow 20% a year Should replace with F&A with Microsoft TSLA PLTR or DE DIS is better then Netflix they actually own the content not just liscends their content from the competition Netflix is the next blockbuster. And if you are in meta for metaverse Sony is better and NVDA omniverse and digital twings will are a better meta verse play

[@albert1020]

@@cameronvincent Great point, but Meta is a good "bet". I got a small position and it worth the risk I think...will see. Agree for Netflix though

[@JG-zt3cg]

CW is a bold investor and I love it. Still, I think some of her purchases are rubbish, like ZM, for example. But she is bold and I totally believe in her.

[@88doonyboy88]

Amazing, thank you Cathie.

[@monealiza7553]

Will u get back into PLTR?

[@cameronvincent]

No but don’t let her not being in it make you miss out on one of the most innovative companies ever

[@Adamk24]

Always look forward to these for the amazing insight. Thanks Cathie and to the team at Ark!

[@markisganitis3496]

Kathy, I don't know where you get the idea inventories are up. You must have subordinates shopping for you. Every week when I do my grocery shopping there are more and more items unavailable and the prices of what is available continues to increase. I also recently had to buy auto parts to repair my car and had great difficulty finding places who had the parts I needed. From my real world experience the supply situation is worsening.

[@esalas]

That is a supply chain issue. It doesn't mean the factories are not producing items and storing them. The inventory can be seen on the companies balance sheets.

[@robitmcclain6107]

I see windows with the frame pattern behind Cathie on the street view of 200 Central Avenue, St Petersburg, Florida. Front signage says Merrill Lynch.

[@tonyvu4889]

Very informative. Thanks Cathie

[@langforc]

“May have suffered” the understatement of the year

[@avasolaris1]

Thanks Cathie, good work. Looking forward to the next.

[@txsphere]

So nice to hear someone look at it with calm.

[@robertheinrich2704]

Good video / insights. My one suggestion with such a great understanding of macro economics by Cathie is to hedge ARK's funds with solid cashflow companies such that ARK shareholders are not hurt so much in the downturn.

[@x2ul725]

Great comment. Great point.

[@jaded6225]

I look forward to your videos, great contents as usual

[@deepanshutomar8158]

Love your work ma'am 💫 Take care ma'am ❣️ Live long live happily 😀

[@GalacticWanderer]

Whole sale used car price dropped for dealers but retail price still up for consumers. Dealers are not passing on the savings to buyers while incorporating "inflation" into the price. There is mismatch in inventory levels. Discounts for some goods will happen but not convinced that deflation will happen across board.

[@channelseer5244]

This is great analysis.

[@smatvin6841]

I always follow ark, thanks

[@TheAwesomeJassim]

Cathie I love these talks and whenever you talk about the Supply and Demand curves, I find myself nodding my head thinking back to Econ 101. 😁

[@tradingwithwill7214]

why you should use charts (ride the uptrends) and not buy and hold. many simple ways to do this with minimal effort - moving averages, simple trend lines. job market is still strong and powell said he has tools to support things so he can keep rates going higher for longer in order to get inflation back to 2% which is vital.

[@MagedMIbrahim]

Love the new office space.. welcome to Florida!!

[@sandybayes]

Outstanding report!

[@Twendehippo]

I have been an admirer of Cathie's thinking for a few years now. I remember last year hearing her impressions on oil heading downwards on supply destruction from $68 a barrel and thinking "this lady doesnt know how oil works". 3 months later, Cathie was dead wrong and admitted to it in this series. Half way through this video I realized I am lost in her line of thought. Thats it for me following this series.

[@somethingginterestingg4275]

She def didn't say "from supply destruction"

[@lenhua1947]

roku still $600 target ?

[@whippoorwillss]

Cathy is saying and has said inventorys are overwhelming the system. Yet others such as Jim Rickards say that we have supply shortages due to supply chain disruptions. How do you square the two?

[@anthonygargano1861]

It seems like oil and gas companies are more concerned about their shareholders than spending cap ex on supply they may never get their investment back on..so I don’t see gas and diesels contribution to inflation ending any time soon - but this should be great for EV demand and lithium demand

[@chrisborns5972]

Thank you Fed for making sure the markets have no price stability (not stocks)

[@therealsm1]

I regret buying ARKK, not just because it crashed. But because it's really a house of cards. Ultimately only businesses worth investing in the longterm are highly profitable companies with durable competitive advantages. I thing this is Buffet’s investing strategy. Even beyond this bear market, Ark invest will underperform the SP 500. It will even underperform bonds.

[@esalas]

Both are valid strategies (which can even be used at the same time). You need to understand that those are two highly different approaches. Investing in ARK is akin to investing in penny stocks that might either become big companies of go bankrrupt (high risk high reward) while WR strategy involves less but stable returns for the long term.

[@hunterfunter47]

Not if you buy ARKK now.

[@martg0]

Thanks Cathie, what is your view regarding emerging markets like Argentina?

[@brrianland]

You got this Cathie!

[@rebelpan9269]

Despite the fall in input cost, damn retailers companies are not passing through these falling prices to consumers, they are keeping the raised prices for margins. Hence inflation sticky. Demand needs to be destroyed for companies to cut final prices

[@wyyuantao]

after all this, i realized spy is so much better than ark...

[@richb2229]

Many interesting thoughts to sift through but some missed things. Deflation isn’t hitting food housing or energy markets and this is what impacts the most people (poor and middle class); rather inflation is quite severe.

[@borism4849]

Thanks Cathie for the opium, I needed it.

[@Ef554rgcc]

You're not going to find what's happening now in history.

[@tiagov.mendes4422]

As usual, great analysis and insights. Thanks!

[@percivul1786]

It's amazing how much money I've made from your picks. All I had to do was play the opposite directions and most of the time, it worked out great. Thank you!

[@Bubbleboy-be9ow]

So when does the 5 years period starts? Your fund is below sp500 last 5 years? Or those doesn’t count 😅

[@huntershaw9647]

why does ARK not invest in electric flight (EVTLs)?

[@dimitri6827]

Buy Oil and Gas Sector if you want to make money in current environment- most of the stocks are still very undervalued! the life is too short to wait for robotaxi and other "disruptive" innovations come true!

[@okami3790]

GREETINGS FROM LISBON

[@Boom_1306]

Did she just say " Vicious " 🤣

[@abin777333]

The only commodity that we all need to be worried is oil. If that doesn’t come down there’s nothing fed can do, other than increase interest rates

[@vincentisgosu1]

These talks would be much better with some slides & graphs, ''more visual'' content would make all the numbers more digestable

[@lenhua1947]

how about twlo now, please update!

[@omgemilyhd4500]

My favorite woman because of her vision is always ahead

[@ToneGuruLA]

Decades of officials artificially lowering interest rates and printing money, but we go one year at under 5% rate and thats the problem? Stocks = 20x PE above the 15x avg. Homes sell for insane mults on income. Food prices up 50% in three years. And a 5% rate is overkill? I think not. Artificial asset inflation, extreme leverage, trillions in debt... that needs to be fixed. Not a 5% rate. PS. Love Cathie, the show, and Ark.

[@joannemeeks745]

The most important innovation of our time is going to be genomics/crispr.

[@billkemp9315]

Cathie, ARK is deeply captivated with BitCoin (POW) (store of value) but I don't hear you talking about Etherium (new Proof-of-share) and its abilities to create smart contracts. What gives?

[@snoopcow]

When ARKK goes up. Cathie Wood ' We were right' When ARKK goes down. Cathie Wood 'The Fed makes mistake' Cathie Wood has zero accountability for everything that she is doing except for ringing her .75 fund management fee. Arkk investors deserve Cathie. Congrats on 75% plummet from ATH. 🤣

[@simonescelsa]

I read the comments to ark videos to understand the psychology of the bag holder