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On episode LXXI of "In The Know" (September 5, 2025), ARK CEO/CIO Cathie Wood analyzes August’s employment report and its broader economic implications, connecting fiscal and monetary policy shifts with the innovation-driven growth expected ahead. Cathie discusses the role of deregulation, tax incentives, and capital investment in fueling U.S. manufacturing, while highlighting how AI, robotics, energy storage, multiomics, and blockchain technology are set to catalyze a productivity boom and reshape the economy in the years to come.
Key Points:
00:00:00 Introduction
00:00:20 Innovation Platforms
00:05:36 Deregulation & Nuclear Energy
00:18:17 Employment Report
00:24:57 Yield Curve & Recession Risks
00:27:10 Monetary Policy & Inflation
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2025/09/05
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