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The Journey From Monetary Shock To An Innovation-Led Economic Boom | ITK with Cathie Wood

On episode LIII of "In the Know," (March 8, 2024) ARK CEO/CIO, Cathie Wood, weighs in on public debt, M2 growth, interest rates, and more. She also breaks down her latest market commentary entitled 'The Journey From Monetary Shock To An Innovation-Led Economic Boom', which you can read here: https://ark-invest.com/articles/marke... 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 00:00:46 Cathie Intro 00:01:22 Fiscal Policy 00:01:26 Public Debt Outstanding As A Percent of GDP 00:04:19 Monetary Policy 00:04:25 Money Supply (M2) vs. CPI 00:05:21 Real Federal Funds Target Rate 00:06:41 Yield Curve (10 Year Treasury Yield Minus 2 Year) 00:10:45 Bank Term Funding Program Total Outstanding Debt 00:12:13 Economic Indicators 00:12:18 Temporary Help Employment vs. Total Employment 00:15:48 US Job Quit Rates 00:16:41 US Existing Home Sales (SAAR) - Volume 00:17:29 US New One Family Houses Sold (SAAR) - Volume 00:17:55 New Home Prices (Median Price, Year-Over-Year Percent Change) 00:18:18 Existing Home Prices (Median Price, Year-Over-Year Percent Change) 00:18:37 US Auto Sales Total Annualized SAAR 00:19:29 US Real Retail Trade Inventories (Total Ex Motor Vehicles) 00:21:16 Real-Time Rent vs. CPI Rent Indices 00:22:49 Market Signals 00:22:54 US Dollar Index (DXY) 00:23:29 Bloomberg Commodity Index 00:25:35 Metals/Gold Ratio vs. US 10 Year Treasury 00:26:54 Gold 00:27:40 Bitcoin 00:28:33 Investment Grade and High Yield Index Credit Default Swaps 00:30:04 Cathie Letter Preview 00:39:26 Cathie Conclusion 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