Big Ideas 2023 | ITK with Cathie Wood

On episode 39 of "In the Know," (February 3, 2023) ARK CEO/CIO, Cathie Wood, weighs in on M2 growth, interest rates, inflation, auto sales, and bitcoin. Additionally, she highlights ARK's Big Ideas 2023. This year's report includes: Artificial Intelligence, Molecular Diagnostics, Orbital Aerospace, Technological Convergence, and much more. Download the report here: ark-invest.com...
As always, she 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.
00:47 - Intro
01:45 - Fiscal Policy
02:52 - Monetary Policy
12:51 - Economic Indicators
23:40 - Market Signals
29:07 - Innovation & Big Ideas 2023
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Disclosure: arkinv.st/39rzF94

[@ThePokersurfer]

Congratulations for sticking it out for the entire 2022!

[@user-qd1zo3fo2j]

Like she had a choice

[@tibsyy895]

Loll! 🤣 Sticking it out? With a loss of 60%? Haha! You have to be A Man for all markets! Check out the book!

[@flobba123]

2023 already feels 10 times better than 2022

[@ianspence1234]

We are entering a totally new period of innovation. Don’t sleep

[@MichelleAstor]

Cathie Wood is so smart and articulate. I could listen to her all day long.

[@QuiseOnPolitics]

I was thinking the same thing.

[@astrophage381]

Agree. Just don't follow her advice.

[@davidkoba]

How someone can be so articulate yet so unwise at the same time baffles me. To think she has lived through the 2000 tech bubble and the real-estate crash yet continues to have zero risk management tells me that she is also delusional. She literally bought robolox and others at ipo. Total rookie mistake. She buys companies who’s losses are accelerating into a rate hike environment. She has ample experience yet continues to invest like a fool. She charges the highest rates to actively manage her etfs and it has severely underperformed. If you can’t see that you are just as “intelligent” as she is.

[@Alisters_Adventures]

Yet can’t make her funds go up.

[@chemx__O__o]

Thank you Ark Team for all the hard work and sharing it with the community ❤️

[@antonioharrington7120]

Thank you Cathy and your team for your research and market insights

[@dpriest1982]

Thank you for doing this. Your impact is global and I very much appreciate it. Thanks

[@AreliusX]

Thank you Cathie. You doing these very month is really helping me. I am a music producer and this is like having the best mentor in world I really am just learning about my finances and trust your incredible team to help accelerate what I am able to achieve with music .If ever I am luck enough to win a grammy (have had a nomination so far !) I will give you and your team the biggest shout out. Thank you for making your research available to those of us who actually have a shot at something a little bigger than what would have been possible without your kindness in doing so. !!!!!!!!!!

[@tonysimi5763]

Thank by investing a portion in one of her funds.

[@ababycow]

I hope you win that grammy :)

[@Frenetic321]

Good luck and best wishes!👍

[@Boom_1306]

Thank u someone showing Cathie real love out here!! Been listening since 2017 she giving free game and warnings... ARKK back@its 2020 lows everyone needs jump in!! You can't stop Innovation

[@davidkoba]

Of all the mentors you chose the worst one. Look at track records. You could have chosen peter lynch, warren buffet, charlie munger but nope. You choose Crashy Woods. You will loose all your money.

[@Vicky-zs3ds]

It's that that time of the month that so many of us look forward to. Thank you Cathie and ARK team for the excellent work you all do and share with us!! It makes us better investors for sure.

[@juneribaldi7093]

Yes! Thankful

[@BB-xy5nd]

ITK is the best monthly podcast in existence today.

[@duncanboard9452]

Ummmm branch out and youll find better alternatives. All in podcast just one alt.

[@playubu]

one of our favorite things to look forward to each year is ARK's big ideas !!! thanks for this years edition :)

[@cryptocynik]

Thanks for the inspiration Cathie. You’ve inspired a 66 year old to start investing in innovation and commence a PhD on the societal pivot we are now at.

[@Nonessential888]

Thank you Cathie Woods. History will show you were way ahead of your time. Thank you.

[@bobalexander5850]

Cathie D. WOOD IS THE BEST. Outstanding!!!!!

[@Tom0000]

Literally no visual aids, just an unending flow of talk talk talk

[@simonturner5443]

Really find these monthly videos very informative.. but what stands out for me is the authenticity of them. Best in class, keep em coming.. from London UK!

[@dineshmistry8902]

Thank You Cathie for a down to earth explanation of a very complex environment with a futuristic outlook. Very very educational 🙏💯

[@i-on4058]

Love you guys! Incredible team ❤🎉🎉🎉

[@kirstyt1822]

Cathie Wood, you are the role model that I look up to as a woman in finance. Thank you for sticking to your convictions and believing in yourself.

[@richardn2129]

Sorry but don't you mean she should be convicted. Check out her past employment and how well she did in those companies.

[@tom19482001]

Thank you very much for these videos Cathie. I look forward to them every month.

[@mikeheidinger396]

You make me excited for the future Cathie and Team!!

[@carmellejean-paul4334]

I literally was just thinking the same thing!

[@Petri2030]

Thank you again! Very interesting! Greetings from Finland 🇫🇮

[@mattville9656]

I love how she breaks financial market news and developments down for the average person to understand what’s going on

[@wrightouch3]

Thanks ARK Team! Very much appreciated!

[@Sherman1862]

Good Job Cathie! You & Ark will prove "The Haters & and Negative Neigh bobs" Wrong!!!! : ) Keep up the Good Work!!! : )

[@ShinyK93]

Thanks for all you do Cathie & Ark! Can’t wait until you show the world how right you are!

[@mikelee2503]

I think what makes her so popular is not only the content of what she says but, perhaps more important, is that she speaks in ways normal persons can understand, explaining concepts along the way…

[@robertw3299]

Thank You, Cathie. A great view point for all of our futures

[@rupertpupkin27]

Although I dont always agree with her, I do respect Cathy Wood and always appreciate hearing her thoughts.

[@Bless-m1z]

Amazing ! Thank you for such a great report.

[@shortcakej]

Beautiful - thank you Cathie!

[@MatthewKowalskiLuminosity]

Thank you, nice to see bright people imagining and putting numbers to the future. Now for the next trick of thr show making the world we want to love in.

[@uscalumni]

Thank you Cathie for Big Ideas 2023.

[@theactointv1]

Thank you Cathie and your team

[@Andyman66]

Thank you Cathie. This was very informative and another good watch. Have a great week.

[@wmalako]

Thank you Cathie for always staying positive regardless of how bad situation we are going through.

[@johntsiskakis2803]

These are excellent economic updates. Thanks for posting to KZbin

[@haleakala70]

awesome 2023 report , thanks Cathie

[@bobdavidson4163]

Thanks for the tech update CW!

[@80Vikram]

29:00 big ideas starts

[@abdallaothman-vs8op]

Thank you😍 Ark Team for all the hard work and sharing it with the community ❤️

[@jjj32801]

Thanks ARK and Cathie Wood. Love your analysis. Stuck with and bought more TSLA under $130 based on your insights. Up a lot in a month.

[@user-qs8dj2xq1h]

Loved Big ideas, can't wait for exponential GDP growth, I sense that too 👍👍👍👍👍🥳🥳🥳🥳

[@PavelSumik]

Wonderful as always, Cathie is Nr. 1

[@aminesaib]

Thank you Cathie. Looking forward to next month's video.

[@cranjusmcbasketball7247]

Truth and honesty is all we want. FED lies and it’s nice to know someone out there calls it out

[@onetwo3411]

Wow, so insightful. Profound ideas 💡

[@jorgh.9403]

Thanks for the update! 🙋‍♂

[@jaredcantlon252]

I absolutely love the optimism…. The potential is absolutely in the hands of the people. I’m pessimistic that the economy is “wired” to move this quickly without a short fuse between here & this idealistic future state. Analysts are amazing at identifying potential … the trick however is in the doing. I plan on a DCA strategy into the ARK portfolios into 2024. If it rocket ships before that, whelp, I got it wrong - but anyway, good for humanity!

[@constanze8404]

Thank for your work! And sharing your valuable insights

[@willowrockwell]

Incredible report! I've had dreams showing me about all this innovation and it is such a blessing reading your report and listening to you speak! 💸🕊️🌈

[@donschafer3428]

Curious if the advent of AI will increase the pace of how Moore’s law functions? Will it really take a 2x increase to lower cost by half or will it be a 1.5x or even less. Just a thought…

[@trevor6607]

Amazing research as always. Wonderful!

[@marcellarice7347]

Thank you, Cathie for all your insight and for sharing your info.

[@88doonyboy88]

This is the best free investment content on the internet bar none. Thank you Cathie, and greetings from the U.K.

[@ms76nagi]

Humbled by the effort here. Thanks for sharing!!!

[@boshman8331]

Cathey, thank you so much I look forward to your video's!

[@hurley1940]

Thank you, thank you, thank you. I love your presentations and always look forward to the next one. You and your staff serve as my “AI” in feeding my brain as to how to plan the path forward. Big Hug my friend.

[@justforthehackofit]

Love the enthusiasm and passion for innovation !

[@geminisduerme5266]

🔥 innovation is the future!

[@stevenvanheyningen6403]

Every month I wait to hear from Cathie, to get the truth about the economy. Thank you...

[@sarnoldus7]

Thank you Cathie and Ark team. I always enjoy listening to your videos as I learn a lot about the emerging technologies.

[@JoeDoe2]

I love listening to your intro music. It's a simple chord progression, but the person did a great job on the sounds/patches. And the visual is so cool. You could say that someone capitalized on......INNOVATION! How fitting! P.S. - I'm not selling my ARKs. On strong up days for the NASDAQ, Arks are at or near the top of the daily gain %'s.

[@ProfNandishPatelPhD]

thank you Cathie! Brilliant expose. KeepSmiling :)

[@billkatsigiannis6338]

I love Arkk

[@cvceleheinu8689]

Blessings Cathy!

[@norbertbajgyik1607]

Thank you

[@tommilks3043]

Thank you, Cathie! Interesting to see what is happening in auto. GM had good Q4. However, they are going to focus more to take advantage of gas sales of SUVs and trucks until they switch from Ultium pouch to 4680. Problem is Tesla will buy all 4680 they can obtain and produce internally which will limit this supply until all battery mfgrs can shift and efficiently master the manufacturing process in 2025. Ford will follow suit. Tesla dominance will continue through 2025 at least.

[@darrellhyde7978]

Fantastic!

[@husamabed6527]

Thank you Cathie! I like the fact that she is consistent of her convention.

[@triplevvv3570]

Thank you Cathie! Thank you Ark Team!

[@everythingcrypto8206]

Love you Cathy

[@ethangladney3456]

Thanks so much for sharing such great knowledge Cathie!🎉

[@kimberly5304]

Thank you! I look forward to Cathy's mothly videos.

[@richmondmensah923]

Thank you 🙏

[@pat57132]

Love your investment strategies. Great work! Please include time stamps for your videos next time.

[@j121212100]

Great painting in the background.

[@hawkkim1974]

Great respect for these people. I couldn’t have bear the boredom of this kind of job.

[@michaelplotkin7383]

Thanks for the great job.

[@Pmsriniv]

Thanks Cathie!

[@pawelkorbel9443]

Thank you Cathie.

[@neapelflorenz4364]

very intresting :) love the stats

[@freestylefranc2653]

I am all in SARK🚀🚀🚀

[@ezzatali-up9oz]

You’ve inspired a 66 year old to start investing in innovation and commence a PhD on the societal pivot we are now at.

[@inspiredbydesigninthecityo2537]

I recognise the picture from Arhaus in the background!!!! I am a designer in Colorado Springs for them. .. U have great taste!

[@alisonm3621]

I really appreciate these videos and information. I currently invest in two ARK funds, and while I am mostly on board with all the thinking that comes out of ARK (best original research analysts in the biz!), these videos/discussions help me clarify my thinking and strategy even when I disagree! Thanks again, ARK!

[@COSkywatch]

Is there a March in the know anywhere?

[@michaelgreenhalgh7118]

Cathie you and your team are incredible. Thank you for the amazing research and insight to the future.

[@danielong4013]

It’s always good to get a balance between inflationary bears and deflationary bulls.

[@armandbarbe1812]

You’re a class act Cathy. Mad respect for you and your team for identifying meaningful data and analyzing and presenting them so clearly. Everybody who is anybody in business, engineering, medicine, politics, ethics, defense, law and academics should watch this and think hard about their strategies.

[@roycemcdougal9842]

Yipes!! The lighting made her eyes look solid black!

[@craigpotter8743]

Thanks for the valuable insights! You were right about inflation being transitory last year. It is such a shame that the Fed does not appear to think and just looks at lagging indicators. Fear really gripped the market and it has all been completely unnecessary!!

[@full_disclosure_now5844]

brilliant more than ever

[@juneribaldi7093]

Thank you Cathy & ARK invest team ! I Appericate your Insights & Educational Wisdoms as well as your God given talents.🙂

[@terrytime115]

Cathie is the Best!♥

[@consciousawarness]

Awesome presentation! GLTUA!

[@sr91131]

Appreciate the Big Ideas. Any idea about the progress of Voice AI assistants? We are unable to locate people to answer the phone in a niche business and the two-year cost to train and then have them leave is prohibitive. Need to have the AI search our existing records for general knowledge of the business then we can tweak it. We are not coders. Thanks

[@kikeperez4185]

Great info Cathie, can tell us your opinion about how Chat gpt, is going to go in the next 5 years?

[@carlosalbertoortizdelapena2285]

Thank you Cathie! Would be great some structure in your videos, not necessarily a presentation, but at least mentioning which topics you will be adressing at the beginning, and from there just say at which minute of the video that will happen.

[@edwinthomas8830]

As always very interesting.

[@robertswan1585]

Fobi Ai is at the helm of this innovation! Its verticals are growing, opportunities are multiplying, and Big data/ analytics and data sharing will be integral to AI success and drive digital transformation/evolution of businesses!

[@realgeorgehere7123]

I love you CW 😊