Big Ideas 2024 | ITK with Cathie Wood

ARK Invest February 4, 2024
Video Thumbnail
ARK Invest Logo

ARK Invest

@arkinvest2015

About

©2026. ARK Investment Management LLC focuses solely on investing in disruptive innovation. We strive to enlighten people on the impact innovation has on our lives. All statements made regarding companies, securities or other financial information on this site or any sites or articles relating to ARK are strictly beliefs and points of view held by ARK and are subject to change without notice. Certain statements may be statements of future expectations and other forward-looking statements that are based on ARK's current views and assumptions, and involve known and unknown risks and uncertainties that could cause actual results, performance or events to differ materially from those expressed or implied in such statements. Certain information was obtained from sources that ARK believes to be reliable; however, ARK does not guarantee the accuracy or completeness of any information obtained from any third party. For full disclosure: https://ark-invest.com/terms-of-use

Video Description

On episode LII of "In the Know," (February 2, 2024) ARK CEO/CIO, Cathie Wood, is joined by ARK Chief Futurist, Brett Winton. Together, they discuss technological convergence, artificial intelligence, and give a sneak peak into this year's Big Ideas Report, which you can download here: https://ark-invest.com/big-ideas-2024 This month we’re again responding to a few requests by supplementing this episode with charts and data to help illustrate ARK’s perspective on and outlook for the global economy. As always, Cathie discusses fiscal policy, monetary policy, market signals, economic indicators, and innovation. We hope you find this monthly series useful, especially during periods of heightened volatility. Stay Healthy. Stay Innovative. 00:00:00 – Intro 00:00:47 – Cathie Intro 00:12:13 – Brett Intro 00:15:09 – Converging Technologies Are Generating A Historic Technological Wave 00:16:43 – AI Serves As The Central Technology Catalyst 00:17:37 – AI Is Accelerating Faster Than Forecasters Anticipated 00:20:29 – Discontinuous Changes In Macroeconomic Growth Are The Norm, Thanks To Technology 00:25:49 – Technological Innovation Could Be Disruptive Enough To Dominate Global Equity Market Capitalizations 00:34:43 – The Cost Of Authoring The Written Word Has Collapsed 00:41:25 – Monetary Policy 00:41:32 – M2 Money Supply vs. CPI: Year-over-Year 00:43:07 – Federal Funds Rate vs. YoY Headline CPI 00:44:01 – Real Federal Funds Target Rate 00:46:05 – Yield Curve 10 Year Treasury Yield Minus 2 Year 00:46:44 – New Tenant Rent Index 00:48:51 – WCI Composite Container Freight Benchmark Rate 00:49:46 – Global Supply Chain Pressure Index (GSCPI) 00:50:08 – Bloomberg Commodity Index 00:52:07 – Metals/Gold Ratio vs. US 10 Year Treasury 00:53:52 – Bitcoin To Gold Ratio (Log) 00:56:01 – Investment Grade and High Yield Index Credit Default Swaps 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

Invest in the Future: Top Picks

AI-recommended products based on this video

Loading...
Amazon Fire 7 Kids tablet (newest model), ages 3-7. Top-selling 7" kids tablet on Amazon - 2022, ad-free content with parental controls included, 10-hr battery, 16 GB, Blue

Amazon Fire 7 Kids tablet (newest model), ages 3-7. Top-selling 7" kids tablet on Amazon - 2022, ad-free content with parental controls included, 10-hr battery, 16 GB, Blue

(2,886)
$104.99
FREE delivery Wed, Aug 27
500+ bought in past month
Loading...
Amazon Fire HD 10 tablet (newest model), built for relaxation, 10.1" vibrant Full HD screen, octa-core processor, 3 GB RAM, 32 GB, Black Recycled Content Certification for Electrical and Electronic Equipment

Amazon Fire HD 10 tablet (newest model), built for relaxation, 10.1" vibrant Full HD screen, octa-core processor, 3 GB RAM, 32 GB, Black Recycled Content Certification for Electrical and Electronic Equipment

(1,760)
$144.99
FREE delivery Wed, Aug 27
500+ bought in past month
Loading...
Wireless Charging Case for AirPods Pro 1st / 2nd Gen with Type-C Charging Port, Compatible with AirPod Pro 2nd Generation Replacement Case, with Blue-Tooth Sync Button, No Earbuds

Wireless Charging Case for AirPods Pro 1st / 2nd Gen with Type-C Charging Port, Compatible with AirPod Pro 2nd Generation Replacement Case, with Blue-Tooth Sync Button, No Earbuds

(15)
$42.98
PrimeFREE delivery Sat, Jun 14
Loading...
Cleaner Kit for Airpods Pro 1 2 3 Multi-Function Cleaning Pen with Soft Brush Flocking Sponge for Bluetooth Earphones Case Cleaning Tools White
Best Seller

Cleaner Kit for Airpods Pro 1 2 3 Multi-Function Cleaning Pen with Soft Brush Flocking Sponge for Bluetooth Earphones Case Cleaning Tools White

(9,766)
$9.89
FREE delivery Sat, Jun 14 on your first order
500+ bought in past month
Loading...
Apple AirPods Pro 2 Wireless Earbuds, Bluetooth Headphones, Active Noise Cancellation, Transparency, Personalized Spatial Audio, High-Fidelity Sound, H2 Chip, USB-C Charging

Apple AirPods Pro 2 Wireless Earbuds, Bluetooth Headphones, Active Noise Cancellation, Transparency, Personalized Spatial Audio, High-Fidelity Sound, H2 Chip, USB-C Charging

(26,678)
$259.99$194.99
FREE delivery Wed, Aug 20
5K+ bought in past month
Loading...
Wireless Charger, 3 in 1 Charging Station, Fast Charging Station Foldable Charging Stand, Wireless Charging Station for Multiple Devices, Compatible with lPhone 17/16/15/14/13 Pro Max Airpods Watch

Wireless Charger, 3 in 1 Charging Station, Fast Charging Station Foldable Charging Stand, Wireless Charging Station for Multiple Devices, Compatible with lPhone 17/16/15/14/13 Pro Max Airpods Watch

(156)
$25.64
FREE delivery Wed, Dec 24 on your first order
3K+ bought in past month
Loading...
Head Strap with Battery for Oculus Quest 2, 7500mAh Extend 4-5H Playtime, Adjustable Comfort Elite Head Strap Replacement, Lightweight Design and Enhanced Support in VR for Oculus/Meta Quest 2

Head Strap with Battery for Oculus Quest 2, 7500mAh Extend 4-5H Playtime, Adjustable Comfort Elite Head Strap Replacement, Lightweight Design and Enhanced Support in VR for Oculus/Meta Quest 2

(801)
$43.99
FREE delivery Tue, Jun 17
100+ bought in past month
Loading...
Charging Dock for Meta Quest 3S/Quest 3, YUANHOT Fast Charging Station with Color RGB Light for Oculus Quest 3S/3 Accessories, Magnetic Charger Stand for Headset/Controller with 2 Rechargeable Battery

Charging Dock for Meta Quest 3S/Quest 3, YUANHOT Fast Charging Station with Color RGB Light for Oculus Quest 3S/3 Accessories, Magnetic Charger Stand for Headset/Controller with 2 Rechargeable Battery

(183)
$39.99
FREE delivery Tue, Jun 17
Loading...
Joystick Replacement Kit for Oculus Quest 2/3 Controller, Repair Kit for Meta Quest 2/3 Controller, Include 2 Joysticks, T5 Screwdriver, Tweezer, Pry Tool, 4 Thumbstick Grips (Black-11-in one)

Joystick Replacement Kit for Oculus Quest 2/3 Controller, Repair Kit for Meta Quest 2/3 Controller, Include 2 Joysticks, T5 Screwdriver, Tweezer, Pry Tool, 4 Thumbstick Grips (Black-11-in one)

(1,736)
$11.63$11.53
FREE delivery Tue, Jun 17 on your first order
100+ bought in past month
Loading...
INIU 16FT Link Cable for Meta Oculus Quest 2/3/Pro and PC VR Gaming - USB 3.0 Type C Cable with Separate Charging Port for VR Headset Accessories
Best Seller

INIU 16FT Link Cable for Meta Oculus Quest 2/3/Pro and PC VR Gaming - USB 3.0 Type C Cable with Separate Charging Port for VR Headset Accessories

(3,575)
$29.69$23.74
FREE delivery Tue, Jun 17 on your first order
300+ bought in past month
Loading...
Wireless Charger for Samsung - NANAMI 3 in 1 Charging Station for Multiple Devices,Fast Charger Stand Dock for Galaxy S25 S24 S23 Ultra S22 S21 S20 Z Flip Fold,Galaxy Watch 5/5 Pro/4/3,Galaxy Buds Pro

Wireless Charger for Samsung - NANAMI 3 in 1 Charging Station for Multiple Devices,Fast Charger Stand Dock for Galaxy S25 S24 S23 Ultra S22 S21 S20 Z Flip Fold,Galaxy Watch 5/5 Pro/4/3,Galaxy Buds Pro

(2,272)
$43.99
PrimeFREE delivery Sat, Jun 14
200+ bought in past month
Loading...
Lenovo IdeaPad Duet 3i 10.3" Touchscreen Intel Celeron N4020, 2-in-1 Laptop, Windows 11 Home S Mode + Includes 1-Year Microsoft 365 Personal - 82AT00KJCC

Lenovo IdeaPad Duet 3i 10.3" Touchscreen Intel Celeron N4020, 2-in-1 Laptop, Windows 11 Home S Mode + Includes 1-Year Microsoft 365 Personal - 82AT00KJCC

(125)
$255.88
FREE delivery Sun, Jun 22
Loading...
Battery Cover for Xbox Series S, Cheap Replacement Back Shell Door Lid Repair Part to Microsoft Xbox Series X Controller, Black Batteries Port Cap Outside Case for New Xbox Core Wireless Remote,4 Pack

Battery Cover for Xbox Series S, Cheap Replacement Back Shell Door Lid Repair Part to Microsoft Xbox Series X Controller, Black Batteries Port Cap Outside Case for New Xbox Core Wireless Remote,4 Pack

(224)
$9.99
FREE delivery Sat, Jun 14 on your first order
Loading...
230W Charger Compatible with Razer Blade 14” 15” 16" 17” (2025-2018) RZ09 RTX-3060/3070/3080/4060/4070 Gaming Laptop RC30-0530 RC30-0238 RC30-0248 Replacement Power Adapter

230W Charger Compatible with Razer Blade 14” 15” 16" 17” (2025-2018) RZ09 RTX-3060/3070/3080/4060/4070 Gaming Laptop RC30-0530 RC30-0238 RC30-0248 Replacement Power Adapter

(16)
$67.99
FREE delivery Mon, Feb 16