In this special video, ARK Invest CEO/CIO Cathie Wood addresses the recent volatility shaking global markets and the narratives driving investor anxiety. From growing fears of an AI bubble and accelerating “SaaSpocalypse” reshaping traditional software models, to renewed questions around Bitcoin volatility and concerns about a broader stock market crash, Cathie breaks down what’s signal versus noise.
Our regular "In The Know" video will return next week alongside the jobs report.
Key Points:
00:00:00 Intro + what’s driving markets right now
00:02:45 AI stack & winners: hyperscalers, capex, chips
00:14:41 Is AI a bubble? Capex cycles + valuation context
00:21:55 Crypto reset: Bitcoin vs gold + institutional angle
00:33:40 Macro & liquidity: Fed/Treasury signals, rates, gold
00:40:00 Deflation + labor/productivity outlook, closing thoughts
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