AI, Tax Cuts & A New Bull Market?| ITK With Cathie Wood

Video Description

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. Key Points: 00:00:00 Opening 00:02:00 Fiscal policy, deficits & tax relief (OB3) 00:08:30 Inflation, food prices & affordability 00:17:30 Liquidity, gold, and “Reaganomics on steroids” 00:29:00 Rolling recession → rolling recovery 00:33:00 Labor market, grads & AI entrepreneurship 00:36:00 Housing, autos & consumer stress 00:40:00 Capex, AI data centers & trade 00:45:00 China, commodities & deflation signals 00:48:00 Bitcoin vs. gold & closing holiday thoughts 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