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

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