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On episode LXX of "In The Know" (August 1, 2025), ARK CEO/CIO Cathie Wood discusses various aspects of fiscal and monetary policy, economic indicators, and market dynamics, with a focus on innovation. Cathie breaks down surprising labor market weakness, major downward revisions to payrolls, and the economic signals the Fed may be ignoring.
Key Points:
00:00:00 Introduction And Overview
00:01:30 Rolling Recession Confirmed?
00:02:30 Fed Dissent & Rate Cut Predictions
00:05:00 Fiscal Policy: Deficit Shrinks, Tariffs Surge
00:09:30 Game-Changing Tax Policy: Permanent Expensing
00:12:50 Powell’s Hawkish Tone Vs. Weak Data
00:14:15 Inflation Outlook & Money Growth Trends
00:21:20 Productivity Surge Powered By Innovation
00:27:00 Employment Data Revisions Raise Red Flags
00:38:20 Rejecting The 1970s Inflation Narrative
00:39:40 Interest Rates: Long-Term Deflation Trend
00:42:00 Final Thoughts: A Market Climbing The Wall Of Worry
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2025/08/01
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