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On episode 60 of "In the Know," ARK CEO/CIO, Cathie Wood is joined by ARK's Chief Futurist Brett Winton to discuss our thoughts on OpenAI and shifts in the AI market and where value can be captured. Cathie also breaks down a strong jobs report, among other economic data.
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
00:02:06 Forecasted AI Enterprise Value
00:06:02 Forecasted AI Revenue and Gross Profit
00:09:46 AI Data Repositories
00:12:14 Biological Data Is Big Data
00:21:10 M2 Money Supply vs CPI Inflation
00:25:08 China M2 Money Supply
00:26:34 Fed Funds Rate vs Headline CPI
00:29:32 Consumer Sentiment Surveys
00:31:30 Jobs Report Breakdown
00:38:39 US Personal Savings Rate
00:41:22 Oil Prices
00:42:35 Metals to Gold Ratio
00:45:58 High Yield Bond Spread
00:47:47 Closing Thoughts
00:50:10 Outro
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2024/10/07
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