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/big-ideas-2023/
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

[@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 ❤️

[@bobalexander5850]

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

[@dpriest1982]

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

[@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

[@antonioharrington7120]

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

[@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!

[@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.

[@dineshmistry8902]

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

[@Nonessential888]

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

[@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

[@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.

[@i-on4058]

Love you guys! Incredible team ❤🎉🎉🎉

[@tom19482001]

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

[@kshaw533]

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

[@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.

[@Andyman66]

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

[@Africarare]

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

[@mikeheidinger396]

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

[@carmellejean-paul4334]

I literally was just thinking the same thing!

[@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.

[@abdallaothman-vs8op]

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

[@sarnoldus7]

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

[@michaelgreenhalgh7118]

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

[@user-qs8dj2xq1h]

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

[@Petri2030]

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

[@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.

[@Sherman1862]

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

[@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.

[@mattville9656]

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

[@aminesaib]

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

[@wrightouch3]

Thanks ARK Team! Very much appreciated!

[@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! 💸🕊️🌈

[@ethangladney3456]

Thanks so much for sharing such great knowledge Cathie!🎉

[@marcellarice7347]

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

[@pat57132]

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

[@robertw3299]

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

[@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.

[@manpreet_nagi]

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

[@johntsiskakis2803]

These are excellent economic updates. Thanks for posting to KZbin

[@haleakala70]

awesome 2023 report , thanks Cathie

[@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!

[@olgaconway9131]

Amazing ! Thank you for such a great report.

[@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!!

[@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!

[@jorgh.9403]

Thanks for the update! 🙋‍♂

[@flyshacker]

Outstanding report! I’m all in with ARK! 👍

[@theactointv1]

Thank you Cathie and your team

[@rupertpupkin27]

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

[@husamabed6527]

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

[@kimberly5304]

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

[@bobdavidson4163]

Thanks for the tech update CW!

[@88doonyboy88]

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

[@boshman8331]

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

[@uscalumni]

Thank you Cathie for Big Ideas 2023.

[@trevor6607]

Amazing research as always. Wonderful!

[@PavelSumik]

Wonderful as always, Cathie is Nr. 1

[@wmalako]

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

[@shortcakej]

Beautiful - thank you Cathie!

[@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.

[@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…

[@billkatsigiannis6338]

I love Arkk

[@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…

[@justforthehackofit]

Love the enthusiasm and passion for innovation !

[@juneribaldi7093]

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

[@everythingcrypto8206]

Love you Cathy

[@TheHonestRates]

Great work! I'm curious about your thoughts on how BLS changed their establishment survey data and household survey data for January 2023? and do you think this resulted in such a huge miss for last month?

[@onetwo3411]

Wow, so insightful. Profound ideas 💡

[@pawelkorbel9443]

Thank you Cathie.

[@edwinthomas8830]

As always very interesting.

[@hawkkim1974]

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

[@claudiainvests]

Thank you Cathie!

[@cranjusmcbasketball7247]

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

[@cvceleheinu8689]

Blessings Cathy!

[@constanze8404]

Thank for your work! And sharing your valuable insights

[@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.

[@ProfNandishPatelPhD]

thank you Cathie! Brilliant expose. KeepSmiling :)

[@lonnie152]

Love the work and expect happy days.

[@michaelplotkin7383]

Thanks for the great job.

[@triplevvv3570]

Thank you Cathie! Thank you Ark Team!

[@COSkywatch]

Is there a March in the know anywhere?

[@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

[@IndyNavy_]

Another year, another BI! Thanks Cathy and team!

[@Pmsriniv]

Thanks Cathie!

[@kikeperez4185]

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

[@realgeorgehere7123]

I love you CW 😊

[@stevenvanheyningen6403]

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

[@richmondmensah923]

Thank you 🙏

[@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.

[@Mg-ht8xb]

Would love to know what you think of NNDM and WKHS

[@nickolasgardner4312]

Whats crazy about chat GPT is the algorithm is pretty standard practice. Its just trained and packaged really well

[@inspiredbydesigninthecityo2537]

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

[@j121212100]

Great painting in the background.

[@geminisduerme5266]

🔥 innovation is the future!

[@alarralde2009]

What is the inflation adjusted number for your 2030 BTC forecast?

[@norbertbajgyik1607]

Thank you

[@mediacafeonlinellc8728]

How many robots will need to be in use by Amazon to increase operating margin above the measly 2.6% recorded last year?

[@darrellhyde7978]

Fantastic!

[@sk.n.9302]

I've used Chat GPT several times over the last couple of mths, it's provided me w/ partial content but not a final product, however I know it will improve w/ time.

[@neapelflorenz4364]

very intresting :) love the stats