On episode LIX of "In the Know," (September 6, 2024) ARK CEO/CIO, Cathie Wood is joined by ARK Research Associate Jozef Soja and Associate Portfolio Manager Nicholas Grous to discuss shifts in the AI market and where value can be captured. Cathie also breaks down surprising economic trends, from surging retail sales to a cooling housing market. 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 Introduction 00:02:41 AI Market Discussion 00:19:06 Economic Statistics From Last Month 00:27:34 Federal Budget Deficit Or Surplus Percent of Nominal GDP 00:31:41 M2 Money Supply vs CPI Inflation 00:32:50 Yield Curve 00:34:54 Nonfarm vs Household Employment Levels 00:35:42 Preliminary Employment Revisions Each Year 00:36:24 Job Openings (JOLTS) 00:36:50 US Personal Saving Rate 00:38:19 Confirm Labor Productivity (Output Per Hour) 00:38:55 Nonfarm Unit Labor Costs 00:40:01 Bloomberg CPI 00:41:21 Metals/Gold Ratio vs US 10-Year Treasury Yield 00:46:57 Outro To learn more about ARK: For more updates, follow us on: - Twitter: - LinkedIn: - Facebook: - Instagram: Disclosure: |
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