ABOUT THIS EPISODE
On episode XIX of “In the Know,” ARK CEO/CIO, Cathie Wood, weighs in on China, the infrastructure bill and crypto, employment report, M2 growth rate, consumer spending, inventories, and spending. As always, she also discusses fiscal policy, monetary policy, the economy, market signals, economic indicators, innovation, and more.
03:15 – Intro
05:46 – Fiscal Policy
13:34 – Monetary Policy
15:44 – Employment Reports
18:25 – Supply Chain Shortages
26:36 – Inventories
29:25 – “Stay at home” Stocks
32:05 – Productivity Growth
34:10 – Good Deflation
37:44 – Bull Market
38:58 – China
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