youtu.be

Tech Sell Off, Bubble Comparisons, China | ITK with Cathie Wood

On episode XXIV of "In the Know," (January 7, 2022) ARK CEO/CIO, Cathie Wood, weighs in on the tech sell off, innovation stocks, autos, China, the tech & telecom bubble, and more. As always, she also discusses fiscal policy, monetary policy, the economy, 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 - Intro 02:30 - Innovation Stocks & Deep Value 03:15 - Rotation from Growth to Value 04:50 - Role of Algorithms 06:43 - Tech & Telecom Bubble 08:25 - Comparisons Today - Valuations Today 12:53 - Monetary Policy 13:02 - Interest Rates & Inflation 14:43 - M2 Growth 15:52 - Fiscal Policy 16:30 - Economic Indicators 16:50 - Employment Report 19:12 - Consumer Sentiment 21:27 - Real GDP & Inventories 23:45 - Imports 24:26 - Autos 31:03 - PMI 31:45 - China 35:41 - Q4 GDP 36:04 - Market Signals 36:20 - Yield Curve 38:03 - Fixed Income 38:39 - Commodities 39:15 - USD 40:21 - Crypto 40:45 - Where Is the Real Bubble? 45:15 - Closing Don't forget to sign up for ARK's upcoming mARKet Update webinar: https://ark-invest.com/register-page/ To learn more about ARK: https://ark-invest.com 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