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On episode LXXII of "In The Know" (October 3, 2025), ARK CEO/CIO Cathie Wood delves into the current economic landscape amidst a government shutdown, highlighting the surprising resilience of the stock market. She discusses significant employment revisions, the Federal Reserve's interest rate cuts, and the impact of tariffs on inflation. Cathie also explores the potential for a productivity-driven economic boom, the challenges in the housing market, and the evolving role of technology and innovation in shaping future economic trends.
Key Points:
00:00:00 Introduction and Government Shutdown
00:03:00 Employment Revisions and Federal Reserve Actions
00:09:00 Inflation and Tariffs Impact
00:15:00 Potential Productivity-Driven Boom
00:21:00 Housing Market Challenges
00:27:00 Technology and Innovation in Economy
00:33:00 U.S. Tax Rate and Investment
00:39:00 Manufacturing and Automation
00:45:00 Global Economic Trends and China
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2025/10/04
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