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: https://ark-invest.com/big-ideas-2024

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

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