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On the February episode of ITK, ARK CEO/CIO Cathie Wood explains why recent market volatility may be driven more by algorithmic selling than fundamentals and why she believes AI represents the biggest opportunity of our lifetime. She discusses the shift from one-size-fits-all software-as-a-service (SaaS) to agentic AI platforms, how accelerating productivity could challenge conventional inflation assumptions, and why Bitcoin’s long-term supply dynamics remain intact.
Key Points:
00:00:00 Intro
00:00:54 Volatility = Opportunity
00:03:24 AI vs SaaS
00:06:08 Deficit to Surplus
00:09:06 Capital Flows In
00:12:18 Dollar Comeback
00:13:55 Inflation Breaking Down
00:15:48 Growth ≠ Inflation
00:18:25 The Productivity Boom
00:22:17 Housing Reset
00:23:19 Oil = Tax Cut
00:25:06 True Inflation
00:28:07 Unhappy Consumer
00:29:08 861,000 Jobs Revised
00:30:12 Entrepreneurial Explosion
00:36:00 Watch the Ratios
00:40:19 Bitcoin Under Pressure
00:44:01 Builders Keep Building
00:46:01 1996, Not 1999
00:47:36 Volatility = Opportunity
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