January 9, 2026 — In The Know With Cathie Wood
On the January episode of ITK, ARK CEO/CIO Cathie Wood explains how cheaper energy, easing shelter dynamics, and unit labor cost trends could pull inflation and interest rates down and why recent developments in Venezuela could help push oil prices lower. She also ties in China’s deflationary export pressure and tariffs, the AI/power buildout and productivity rebound, and what it all means for innovation assets—including the “digital gold” debate around Bitcoin.
December 5, 2025 — In The Know With Cathie Wood
On the December episode of ITK, ARK CEO/CIO Cathie Wood explains why ARK believes we’re on the verge of a major liquidity turn from both fiscal and monetary policy – and why that could lower inflation over the next few years. She walks through the data on tax cuts, money growth, yields, and productivity, and explains why the market’s “wall of worry” may be setting up one of the strongest bull markets yet.
November 7, 2025 — In The Know With Cathie Wood
ARK CEO/CIO Cathie Wood delves into the current economic landscape, addressing recent market drawdowns and liquidity challenges. She provides insights into fiscal and monetary policies, market indicators, and the role of innovation in shaping the future. Cathie shares her optimistic outlook, predicting a recovery driven by new technologies and productivity gains.
October 3, 2025 — In The Know With Cathie Wood
On episode LXXII of "In The Know" (October 3, 2025), ARK CEO/CIO Cathie Wood delves into the current economic landscape amidst a government shutdown, highlighting the surprising resilience of the stock market. She discusses significant employment revisions, the Federal Reserve's interest rate cuts, and the impact of tariffs on inflation. Cathie also explores the potential for a productivity-driven economic boom, the challenges in the housing market, and the evolving role of technology and innovation in shaping future economic trends.
September 5, 2025 — In The Know With Cathie Wood
On episode LXXI of "In The Know" (September 5, 2025), ARK CEO/CIO Cathie Wood analyzes August’s employment report and its broader economic implications, connecting fiscal and monetary policy shifts with the innovation-driven growth expected ahead. Cathie discusses the role of deregulation, tax incentives, and capital investment in fueling U.S. manufacturing, while highlighting how AI, robotics, energy storage, multiomics, and blockchain technology are set to catalyze a productivity boom and reshape the economy in the years to come.
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August 1, 2025 — In The Know With Cathie Wood
On episode LXX of "In The Know" (August 1, 2025), ARK CEO/CIO Cathie Wood discusses various aspects of fiscal and monetary policy, economic indicators, and market dynamics, with a focus on innovation. Cathie breaks down surprising labor market weakness, major downward revisions to payrolls, and the economic signals the Fed may be ignoring.