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On episode LXII of "In the Know," (December 6, 2024) ARK CEO/CIO, Cathie Wood is joined by Sam Korus, ARK's Director of Research, Autonomous Technology & Robotics to discuss easing government regulations both in the context of the space industry and the larger macroeconomy.
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.
0:00:00 Intro
0:01:42 The Space Regulatory Environment
0:16:12 Fiscal Policy
0:33:37 List Of Trump’s Cabinet Picks And Other Top Staff
0:34:03 Federal Budget Deficit Or Surplus Percent of Nominal GDP
0:37:08 CBO Real GDP Annual Estimate YOY % Change
0:37:48 Nonfarm Labor Productivity (Output Per Hour) YOY % Change
0:38:48 US Crude Oil Field Production
0:41:03 M2 Money Supply vs CPI Inflation
0:42:19 Bloomberg Commodity Price Index
0:43:57 Metals/Gold Ratio vs US 10-Year Treasury Yield
0:44:59 Consumer Expectations vs Current Conditions University of Michigan
0:46:00 US Net Income Noncorporate Divided By Corporate
0:47:45 US 10-Year Treasury Yield
0:51:33 S&P 500 Price to Gold Ratio
0:52:32 Bitcoin to Gold Ratio
0:56:33 Outro
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2024/12/07
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