A Jarring Employment Report | ITK With Cathie Wood

Video Description

On episode LXX of "In The Know" (August 1, 2025), ARK CEO/CIO Cathie Wood discusses various aspects of fiscal and monetary policy, economic indicators, and market dynamics, with a focus on innovation. Cathie breaks down surprising labor market weakness, major downward revisions to payrolls, and the economic signals the Fed may be ignoring. Key Points: 00:00:00 Introduction And Overview 00:01:30 Rolling Recession Confirmed? 00:02:30 Fed Dissent & Rate Cut Predictions 00:05:00 Fiscal Policy: Deficit Shrinks, Tariffs Surge 00:09:30 Game-Changing Tax Policy: Permanent Expensing 00:12:50 Powell’s Hawkish Tone Vs. Weak Data 00:14:15 Inflation Outlook & Money Growth Trends 00:21:20 Productivity Surge Powered By Innovation 00:27:00 Employment Data Revisions Raise Red Flags 00:38:20 Rejecting The 1970s Inflation Narrative 00:39:40 Interest Rates: Long-Term Deflation Trend 00:42:00 Final Thoughts: A Market Climbing The Wall Of Worry To learn more about ARK: https://arkinv.st/ARKInvest For more updates, follow us on: - Twitter: https://arkinv.st/Twitter - LinkedIn: https://arkinv.st/LinkedIn - Facebook: https://arkinv.st/Facebook - Instagram: https://arkinv.st/Instagram Disclosure: http://arkinv.st/39rzF94