#investing #energy #war - Iran, Oil, And Private Credit Chaos | ITK With Cathie Wood: ARK Invest

7 March 2026

On the March episode of ITK, ARK CEO/CIO Cathie Wood explores a productivity-led macro view driven by disruptive technologies like AI and cloud computing, which are expected to enhance long-term productivity and potentially ease inflation.

The discussion highlights a transition from a rolling recession to a rolling recovery, with positive signs in housing, capital spending, and manufacturing, alongside a supportive inflation and demand backdrop. Key themes include the impact of AI on enterprise efficiency, geopolitical dynamics, and the strategic role of disruption in shaping the macroeconomic outlook.

#usa #AI - Volatility Signals: AI Boom or Bust? | ITK With Cathie Wood: ARK Invest

14 February 2024

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.

#usa #ai #crypto #investing - Cathie Wood On Bitcoin Volatility And SaaSpocalypse Fears: ARK Invest

7 February 2026

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.

#usa #Investment - AI, Tax Cuts & A New Bull Market?| ITK With Cathie Wood: ARK Invest

6 December 2025

On the December episode of ITK, ARK CEO/CIO Cathie Wood explains why ARK believes we’re on the verge of a major liquidity turn from both fiscal and monetary policy – and why that could lower inflation over the next few years. She walks through the data on tax cuts, money growth, yields, and productivity, and explains why the market’s “wall of worry” may be setting up one of the strongest bull markets yet.