Investing with a long time horizon say ten years out is quite empowering a game changer psychologically overcoming all the noise and immediate market whims. I like how Cathie stays true to innovation and paying her attention to the big picture as she considers so many variables
She sold NVIDIA and her prediction went from 50% compound growth in 2021 (When she did a video saying not to sell ARKK at 105) and now predicts 15% returns. So, if you didn't sell in 2021 it would take until 2028 to simply break even with Arkk. Those things should matter to you....
@@littlebob1261 that’s why it’s important to watch how much you allocate to those growth plays and rebalance the portfolio as the market changes. The cost of holding is so important to consider for sure. Many traders lack that discipline.
Thats the whole point as to why they're doing this. This is a methodical demolition of the USD so they can 1, collapse the dollar 2, skirt the massive debt 3 be able to turn on and off the digital printing press (CBDC) 4, usher in the US public enslaving US cbdc. Central bank digital currency complete with expiration dates, cant save money, and absolute control over what you can buy, programable so you can only buy what they deem as good for you!٪%$ 5, to completely remove any and all rights you had bestowed upon you as a natural born USA citizen. 6, welcome toorson wells 1984 but in living color as opposed to a back and white paperback. 7, dont believe me? It would behoove you to grab a pen and paper, get some privacy browser or the dark web and you'll discover this evil being thrust upon us for yourself. Only the rich that are heavily invested in precious metals and certain specific digital assets or the elite invested in large amounts of certain assets and people with dual citizenship to certain brics countries and those that saw this coming and invested your money i to other countries for multiple citizenships with money to be able to buy your way around the laws leaving the evil i. Their pasr forever! Check it out for your self. Xrp, xlm, xdc, hbar, algo, qnt and a few others can be your ticket out of hell!
You need to watch how much you’re allocating in those funds. Everyone is aiming to beat the market but in doing so, they make decisions like this and wonder why they aren’t doing so great. As a rule of thumb, you need to have 80% of your portfolio in the SPY which is an index fund of the S&P with a Roth or Simple IRA account and maintain that 80% every quarter. The other 20%? Use that portion for growth picks. Doesn’t have to be an index fund like SPY or a fund like ARKK. It could be crypto, or whatever stock you want to own that you believe will be around for the next 50 years but only 20% goes to that.
Cathie, would be interesting to hear your take on Zeihan who says that we're in store for several years of inflation due to US demographics which will resolve in about 7 to 10 years.
Best to tune out the noise and listen to your own view of what is going on in the market. Just remember that all the analysts your hear talk about inflation on the tube is for entertainment purposes only. Same thing with Cathie’s In The Know stuff. Just go into those with the purpose of entertainment and not as financial advice. Listen to yourself first and foremost.
Im not a part of ark YET but my question for all of you who are criticizing her is. If you feel you better than her , why you not the ones running the company? She’s not a magician. Trading is a risk you take .
All those who criticize her can easily invest in "SARK" an actively-managed fund that seeks to achieve -1x the return, for a single day, of the ARK Innovation ETF (ARKK) through swap agreements with major global financial institutions
Football Analogy. For any NFL Fan, we've witnessed Team Owners attempt to tell the Coaches and other X's and O's People how to do "x, y, z" associated with what's happening on the field and that NEVER works as a matter of fact it always seems to have the opposite desired effect. Personally, I thought TESLA was making upscaled RC Cars that people could drive until I talked to my cousin who had one then I decided to watch an annual TESLA presentation. Since I'm a Wireless Electronics Technician I was really impressed. I've been here ever since. I have to say the technologies ARK is involved are impressive and the universal analogy that the Science Community draws to Boolean Logic functions in the Biology Space makes lots of sense. Everything else concerned with the Economy, I'm unable to quantify save for in my own life and I have a very conservative outlook. The Rapper Ice T said this when doing his first record deal "You either think I have good hand grenades or you don't. If you do not think I have them... I'll leave". I think ARK has "good hand grenades".
Fan of Cathie Woods since 2018 Took some Great gains in 2021 @113 Got out!! Mi learn alott from her and She gives warning signs To All Cathie haters Stop Negative comments & Blames Go DYOR if she so bad🤷🏽
Why? The high interest rates have already been priced into the stocks ARKK holds. If the earnings of a business are going to keep declining, that is priced in already. Selling, then re-purchasing when interest rates drop is a sure way to sell low and buy high. It is why the macroeconomics approach doesn't work, because every institution is doing it, and all future expectations are already reflected in the stock price.
And yes, good work with the charts. I am not getting a sense from this video though where the economy is headed in the 3-6 month term. How does it affect $ARKK, $TSLA, etc.
She sold NVIDIA and her prediction went from 50% compound growth in 2021 (When she did a video saying not to sell ARKK at 105) and now predicts 15% returns. So, if you didn't sell in 2021 it would take until 2028 to simply break even with Arkk.
I do enjoy these sessions Cathie, although I disagree with several areas. A "Redefinition Decade" is in front of us. 1. One that will see young people get more involved with politics due to economic pains of inequality ending in changes in government, 2. a "Maturing of technologies (EV, AI, Grid, Bitcoin) aligned with energy consumption, 3. Deflation of asset bubbles (Stocks, Real Estate, Cryptos) but a persistent growing Energy/Labor inflation coupled with a long-term (Decade) GDP global decline, 4. A refocus away from Bitcoin as a currency and wealth asset caused by Miner infrastructure failures/business model to a 'Tokenization, Tracking, Verification, etc" use, 5. A new focus on "Distributed Energy Production" in Fuel Cell use and small nuclear energy, 6. A recognition that the new "Growth Company" is your "Electric Utility". I would love to have a session to debate you on Bitcoin and why I think it's the "Treason Coin" of America and will never be allowed to have mass adoption.
Art Laffer videos are generally where I zone out. So much hype, but most of the value in ARK videos only comes from Cathie. The junior teams cannot keep my attention either.
It concerns me that mining BTC is not currently profitable. That discourages miners, and many will go bust. If there aren't enough miners, I think that could be a negative factor for BTC.
Video Title.. "Economic Disconnects". What Stock do you want to talk about? There are hundreds of People discussing them, including executives from the companies themselves.
Don’t you watch CNBC for that? Cathie isn’t obligated to go down the list of stocks your want to hear about just for you. She has her own system of discussing market conditions and the like in these In The Know videos. You wanna hear about stocks, plenty of those discussions on CNBC and Yahoo Finance.
“Only when the tide goes out do you learn who has been swimming naked.” Shame on you Ark invest this bear market has shown how much of novices you really are. Leading so many retail investors to the slaughter. Look at the performance of experienced money managers over at Berkshire Hathaway. They make money in any environment because they are skilled at what they do. So upset with you guys!
I remember the Iranian Hostage Crises... Every night on TV they'd be Counting Down the days in captivity.. ; ) "The Good Old 70's... :) And here we are today... Lol..
My two cents is that a lot more people are working remotely which also contributes to the demand destruction for gas. There is also a lack of frivolous spending that happens when you work from an office. The shift to electric is still a pipe dream if you live outside of the city. The impression I get from her videos is that everyone is switching to electric but the reality is that 90% of the cars in the road if not more are still internal combustion. Auto sales are dropping simply because they're just too damn expensive. The average cost of a new truck is anywhere from 70,000 to 100,000 dollars.
TRUE but the markets are almost always "forward-looking" and so, she's still betting (gambling lol) that INNOVATION will conquer the world in the next decade - although I don't doubt her strategy, her style is very risky and seems like an "all or nothing" game plan - why doesn't she also teach us about 'cutting your losses short / managing your drawdown risk??'
Lacy Hunt and others argue the deficit spending is actually a negative for without QE it is taking $ out of the private sector where it would have been more rationally deployed. At 130% of GDP debt levels fiscal spending actually has a negative payback.
She has destroyed so much of people’s money and has the audacity to blame the interest rate hikes like a small kid. She has lost all the credibility and will never regain it.
Another RUclipsr who is very good at fundamentals and charts went through Fridays numbers and found that about half the good number came from 2nd and 3rd jobs. Another percentage was government jobs that came in (because of the upcoming election?). The point is numbers can be deceiving but do not lie. Of course most traders trade the round number and we had a huge rally. There is no reason the fed should raise with inflation numbers coming down.
Ray Dalio first went bankrupt before he became one of the best inventors of the world. Cathie is good but reallt miscalculated the interestrate impact. Hopefully she is learning what went wrong and improving the models
Clearly the rise in long term yields suggests to me that no one is interested in buying U.S.’s debt and also that the Fed, as usual, over-corrected. Well the 10-year gapped up. Not a good sign for stocks in the near term when the yield increases in long term bonds not only suggests that U.S. debt is not wanted but also that now the market is in control, not the Fed. It’s likely to the point that the Fed can be of no use to the U.S. anymore when the annual percentage rate alone on the debt is at 1 trillion dollars. The only way out of this is if the U.S. is resilient enough to withstand higher for longer interest rates, through growth. The U.S. needs to grow its way out of it. I worry that a higher number of retired individuals are going back to work due to not being able to pay their bills and living expenses and that the number of those going back to work out of retirement is going to keep increasing.
For everyone that gives Cathy hate. Educate yourself pay attention ask for help. Do not belittle her. You guys make it harder for people that are interested get help. Some want to wrap our heads around this. The language of finance is confusing on purpose
Thank you. The macro level revolution to EVs and renewable energy is separate from the revolution in AI intelligent cars vs legacy dumb vehicles. Both revolutions are driving disruption across multiple sectors.
You need to watch your allocations in your shoot for the moon bets. Best way to do that is to keep 80% in the S&P at all times and allocate your remaining 20% to shoot for the moon bets. You can do part of that in the QQQ and another part of the 20% in single stocks.
The ARK funds are NEGATIVE over the past 5 years. The problems are that their models don't take into account interest rates (unbelievable for these type of funds), their lack of large cap tech stocks (except Tesla) and their self imposed limit of 10% in any one stock to lure institutional investors...all have conspired to severely damage performance. They have literally been selling good performing stocks to invest more in low performing stocks. Would have done much better with an index fund. So while Cathy understands disruptive technology, there is a major disconnect with building a proper portfolio.... and she's been way off in predicting lower interest rates (and continues to be way off).
you forgot to mention one of the most outlying and disruptive events to the stock market in history that ocurred during that period...whether or not you're right, that omission is telling
😂 isn’t hindsight so 2020. The world is full of ups and downs. But I suppose you have never been down in the markets or crypto because that would make you a hypocrite. Cathy is still in business doing what she does best. Her outlook on the future of AI, cryptocurrency and electric innovation has been excellent although, I don’t believe electric innovations has hardly peaked yet. Bottom line is, no one can be right all of the time and she doesn’t criticize you like you do her!
The fact that even index funds have outperformed ARK funds over the past 5 years would indicate that ARK has some serious flaws in their portfolio management.
@@michaelkeppler6593 there was a mass flight to safely that involved dumping the more volatile smaller cap growth stocks in favor of the larger cap companies, and most of arks companies aren't that. that was a reaction to a historic and impossible to predict event
I completely disagree with the notion that because USD is going up on Forex exchanges that somehow equates to increased purchasing power for US consumers. Purchasing power has substantially decreased since 2009. The Forex markets are manipulated to benefit importers and/or exporters. If USD is so strong (up 40%), why are consumers paying 50-100% more for goods and services compared to 10 years ago? It doesn’t add up. USD could spike another 40% and 99% of the US population would still be losing purchasing power to inflation. The real disconnect is between the 1% and everyone else.
I haven't finished this but I hope Cathie admits the future is looking dicey. US birth rate is projected to be 1.75 by 2030. Would this be enough to maintain the GDP growth levels to pay down our debt? If we don't do something, it could be the end of the USA.
You are the best Cathie, thank you for your very logical views. My only remaining concern is that the Fed is attempting to keep us in an extended period of reduced consumption with the intended result of sustainability.
Diesel is very profitable. So, refiners are refining diesel to make money and profit. Gas is the by product. You can't make diesel without making gas even though gas is a current looser at the current price.
How can inflation come down if base metals, energy and green transition materials require much more capex to boost production of those raw materials for a growing economy? More likely, we need an energy breakthrough before deflation can occur.
Question: Why do you have to reduce your Tesla shares when Tesla is going up and your other holdings do not keep up? It seems that us holders are then not getting the benefit of Tesl's continued movement upward while everything else is losing ground. It just seems rhat holdings in the other sectors are draging Ark down with them and losing out on all of Tesla's gains over time. I realize the 10% rule but it makes me wonder why you keep Tesla when it seems to be in a different class than everything else Ark owns.
HMMM, excellent question but on the flipside, I believe she's taking profits as she's reducing her holding size but what's more important is what she is doing w/ the funds a.k.a. profits? If she's averaging-down on her losers in order to break-even & minimize risk or buying other 'multi-baggers' then it might be worth it but until we understand what she's doing and why she is doing it then it's difficult to criticize. [P.S. Many successful investors/traders try their best to stick w/ a winning strategy because if you deviate from it then you'll start making the same potentially bad decision of being greedy - what if Tesla crashed? You wouldn't be commenting and since it didn't falter, the investor/trader will be tempted to go "all-in" on the next Tesla of the future...just food for thought...GOOD LUCK!]
I just wanted to tell you, every time I hear someone say, "Cathy Woods" I always remind them in the comments that there's no "S" at the end of your name. 😅
My financial guy moved 80% in 5% short term Treasuries, 20% in defense stocks. She bought twilio. My guy talks simple, bond market is not supposed to trade like a penny stock, war risk, inflation job losses (see Nokia recently 14k layoffs). She says it’s a mess out there but holds risk on stocks? Why? She thinks will grow and thinks this will solve are debt? That’s a lot of thinking/hoping. Think!
The addition of charts was very powerful. Thank you Cathie, and team.
Been waiting to see Cathy!!! Happy to have these videos back
Thank you for sharing your thoughts! I learn a ton watching your videos.
Thank you, Cathy and your Team for continuing to do these monthly videos! I look forward to your insights. Thank you!
Investing with a long time horizon say ten years out is quite empowering a game changer psychologically overcoming all the noise and immediate market whims. I like how Cathie stays true to innovation and paying her attention to the big picture as she considers so many variables
She sold NVIDIA and her prediction went from 50% compound growth in 2021 (When she did a video saying not to sell ARKK at 105) and now predicts 15% returns. So, if you didn't sell in 2021 it would take until 2028 to simply break even with Arkk. Those things should matter to you....
You can always easily say you are investing long term when your performance is bad.
@@littlebob1261 that’s why it’s important to watch how much you allocate to those growth plays and rebalance the portfolio as the market changes. The cost of holding is so important to consider for sure. Many traders lack that discipline.
You mean like when she bought and sold palantir? What a joke.
We hope for a change in monetary policy next year, in Q1 or Q2. These interest rates, with debt at maximum levels, are unsustainable!
Thats the whole point as to why they're doing this. This is a methodical demolition of the USD so they can
1, collapse the dollar
2, skirt the massive debt
3 be able to turn on and off the digital printing press (CBDC)
4, usher in the US public enslaving US cbdc. Central bank digital currency complete with expiration dates, cant save money, and absolute control over what you can buy, programable so you can only buy what they deem as good for you!٪%$
5, to completely remove any and all rights you had bestowed upon you as a natural born USA citizen.
6, welcome toorson wells 1984 but in living color as opposed to a back and white paperback.
7, dont believe me? It would behoove you to grab a pen and paper, get some privacy browser or the dark web and you'll discover this evil being thrust upon us for yourself. Only the rich that are heavily invested in precious metals and certain specific digital assets or the elite invested in large amounts of certain assets and people with dual citizenship to certain brics countries and those that saw this coming and invested your money i to other countries for multiple citizenships with money to be able to buy your way around the laws leaving the evil i. Their pasr forever! Check it out for your self. Xrp, xlm, xdc, hbar, algo, qnt and a few others can be your ticket out of hell!
Really enjoy your reports… thanks Cathy!
Why anyone takes this woman seriously is beyond me.
“Very long term” means in the after life!
I would love a video explaining your top picks and when you see them recovering. My funds are so wiped out and I own all the ARK funds.
You need to watch how much you’re allocating in those funds. Everyone is aiming to beat the market but in doing so, they make decisions like this and wonder why they aren’t doing so great. As a rule of thumb, you need to have 80% of your portfolio in the SPY which is an index fund of the S&P with a Roth or Simple IRA account and maintain that 80% every quarter. The other 20%? Use that portion for growth picks. Doesn’t have to be an index fund like SPY or a fund like ARKK. It could be crypto, or whatever stock you want to own that you believe will be around for the next 50 years but only 20% goes to that.
I see her and I remember the money I lost ..and I guess many others feel the same and it’s not a great memory you want investors to remember you for .
Only lost if you were dumb enough to sell
Cathie, would be interesting to hear your take on Zeihan who says that we're in store for several years of inflation due to US demographics which will resolve in about 7 to 10 years.
Best to tune out the noise and listen to your own view of what is going on in the market. Just remember that all the analysts your hear talk about inflation on the tube is for entertainment purposes only. Same thing with Cathie’s In The Know stuff. Just go into those with the purpose of entertainment and not as financial advice. Listen to yourself first and foremost.
Thanks Cathy for taking the time to do this
Ark K still down 65%! Gotta love it
Im not a part of ark YET but my question for all of you who are criticizing her is.
If you feel you better than her , why you not the ones running the company?
She’s not a magician.
Trading is a risk you take .
All those who criticize her can easily invest in "SARK" an actively-managed fund that seeks to achieve -1x the return, for a single day, of the ARK Innovation ETF (ARKK) through swap agreements with major global financial institutions
Football Analogy. For any NFL Fan, we've witnessed Team Owners attempt to tell the Coaches and other X's and O's People how to do "x, y, z" associated with what's happening on the field and that NEVER works as a matter of fact it always seems to have the opposite desired effect.
Personally, I thought TESLA was making upscaled RC Cars that people could drive until I talked to my cousin who had one then I decided to watch an annual TESLA presentation. Since I'm a Wireless Electronics Technician I was really impressed. I've been here ever since. I have to say the technologies ARK is involved are impressive and the universal analogy that the Science Community draws to Boolean Logic functions in the Biology Space makes lots of sense. Everything else concerned with the Economy, I'm unable to quantify save for in my own life and I have a very conservative outlook.
The Rapper Ice T said this when doing his first record deal "You either think I have good hand grenades or you don't. If you do not think I have them... I'll leave". I think ARK has "good hand grenades".
Always delightful to hear from Cathie. Enjoyed the addition of graphs.
Stay calm & Cathie on. Study the charts.
How is your 50% annual yields coming along?
Amazing 👌 thanks 🙏
Great video, lots to think about
First time listening to Cathie wood. Vow.... A lot of information
finally, some charts/data.
Am a fan Cathie Ark, one of the only in her position. Worked her way to the top!
Great data Cathie! Many thanks
I made a big mistake buying ARKG. I don’t know when I’ll break even 😢
What was your time horizon?
My family sold bitcoin at a 50% loss 7 years ago, compare that volatile dip vs price today. Investing takes time.
You bought it at the wrong time
Never or forever😅
Sell at a loss.
There is all this blahs blah noise and there is you 🙌🏽🙌🏽. Just wow and thank you
Fan of Cathie Woods since 2018
Took some Great gains in 2021 @113
Got out!!
Mi learn alott from her and She gives warning signs
To All Cathie haters Stop Negative comments & Blames
Go DYOR if she so bad🤷🏽
Thanks for the charts. It helps a lot.
Would like to see Tesla affect on deflation quantified! It’s been your 2 favorite topics!
Definitely need to balance the funds with large liquid tech names. At least in till rates to borrow come way down.
Why? The high interest rates have already been priced into the stocks ARKK holds. If the earnings of a business are going to keep declining, that is priced in already. Selling, then re-purchasing when interest rates drop is a sure way to sell low and buy high. It is why the macroeconomics approach doesn't work, because every institution is doing it, and all future expectations are already reflected in the stock price.
Invest in bigger lenses, trust me...! Can we change the name of in the know, to losing your money with Cathy Wood? 😂
You have been wrong on interest rates since early 2022.. please admit and don’t make these videos anymore
My buddy thanked me again today for convincing him to sell his Ark fund during that hype boom time.
$ARKK super down, but Cathie stills getting paid 😅
Spewing nonsense again about recession to excuse the terrible performance of her portfolio
And yes, good work with the charts. I am not getting a sense from this video though where the economy is headed in the 3-6 month term. How does it affect $ARKK, $TSLA, etc.
I love Cathie. She’s a wonderful orator for ARK.
I invested in ARK $20,500 now worth $7000 and I didn't do it based on Cathie's ability as an orator. Still waiting..
@@Gary-pogishe said it was A 5 year time horizon
@@mariomario1462😂 another 5 years
@@Gary-pogi Why did you invest then?
@@mariomario1462 I invested 3 years ago, does the 5 year time horizon renew every year?
Thank you Cathie for a great video. And thank you for adding graphics to the analysis, really helpful
She sold NVIDIA and her prediction went from 50% compound growth in 2021 (When she did a video saying not to sell ARKK at 105) and now predicts 15% returns. So, if you didn't sell in 2021 it would take until 2028 to simply break even with Arkk.
I do enjoy these sessions Cathie, although I disagree with several areas. A "Redefinition Decade" is in front of us. 1. One that will see young people get more involved with politics due to economic pains of inequality ending in changes in government, 2. a "Maturing of technologies (EV, AI, Grid, Bitcoin) aligned with energy consumption, 3. Deflation of asset bubbles (Stocks, Real Estate, Cryptos) but a persistent growing Energy/Labor inflation coupled with a long-term (Decade) GDP global decline, 4. A refocus away from Bitcoin as a currency and wealth asset caused by Miner infrastructure failures/business model to a 'Tokenization, Tracking, Verification, etc" use, 5. A new focus on "Distributed Energy Production" in Fuel Cell use and small nuclear energy, 6. A recognition that the new "Growth Company" is your "Electric Utility". I would love to have a session to debate you on Bitcoin and why I think it's the "Treason Coin" of America and will never be allowed to have mass adoption.
gracias por su informe
Stay calm and Cathie on. Stay calm & Curry on 👌🏻 Trust in the expertise. “Do thy homework” the Genius voice it’s your time to elevate-Next level NfX
Great remarks and analysis, Cathie and the team.
Art Laffer videos are generally where I zone out. So much hype, but most of the value in ARK videos only comes from Cathie. The junior teams cannot keep my attention either.
It concerns me that mining BTC is not currently profitable. That discourages miners, and many will go bust. If there aren't enough miners, I think that could be a negative factor for BTC.
That hand symbol she always does means something, I've been trying to figure it out
Great title 👏
We have purchased tdoc and Roku as some of our risky plays. Would be very interested to hear your current thoughts on each of your top 10 holdings!
I personally like some of tdoc’s competitors more than tdoc
For a stock picker, Cathie spends a lot of time talking about macroeconomics and very little time talking about stocks.
Video Title.. "Economic Disconnects". What Stock do you want to talk about? There are hundreds of People discussing them, including executives from the companies themselves.
That’s because her picks are terrible
@@tomyi4177so terrible that her largest flagship fund holding, Tesla, is in the top holdings of the S&P?!? Stop talking out of your ass.
Don’t you watch CNBC for that? Cathie isn’t obligated to go down the list of stocks your want to hear about just for you. She has her own system of discussing market conditions and the like in these In The Know videos. You wanna hear about stocks, plenty of those discussions on CNBC and Yahoo Finance.
The entire intro is a preamble to “here’s all the excuses why I’m pathetic and lost all your money” 😂
Incredibly frustrated with Arks performance and a moving 5 year time horizon. Not to mention a down grade on their recent expected annual returns!
“Only when the tide goes out do you learn who has been swimming naked.” Shame on you Ark invest this bear market has shown how much of novices you really are. Leading so many retail investors to the slaughter. Look at the performance of experienced money managers over at Berkshire Hathaway. They make money in any environment because they are skilled at what they do. So upset with you guys!
Her 5 years turned into 10 years
just buy Tesla directly and more shares to make up for it. Shame on you for buying an ETF and not directly the faster horses lol
Your frustration is understandable but the Fed has been historically violent with monetary policy these last two years.
10 year performance: S&P500 x2.5
ARKK x1.9
I remember the Iranian Hostage Crises... Every night on TV they'd be Counting Down the days in captivity.. ; ) "The Good Old 70's... :) And here we are today... Lol..
Cathie Wood is brilliant with her research. Price will eventually follow and I will be accumulating as much as possible at these prices!! :-)
These comments read like a cult. Every one of her predictions is 100% wrong.
Her prediction about AI training costs dropping 70% per year have been right.
@@alex6188that's not her prediction it's just first principles
Buying the S&P 500 and selling options will do better than any of her funds. Sorry
Buying the S&P500 and not selling options will probably do even better over the long run.
My two cents is that a lot more people are working remotely which also contributes to the demand destruction for gas. There is also a lack of frivolous spending that happens when you work from an office. The shift to electric is still a pipe dream if you live outside of the city. The impression I get from her videos is that everyone is switching to electric but the reality is that 90% of the cars in the road if not more are still internal combustion. Auto sales are dropping simply because they're just too damn expensive. The average cost of a new truck is anywhere from 70,000 to 100,000 dollars.
TRUE but the markets are almost always "forward-looking" and so, she's still betting (gambling lol) that INNOVATION will conquer the world in the next decade - although I don't doubt her strategy, her style is very risky and seems like an "all or nothing" game plan - why doesn't she also teach us about 'cutting your losses short / managing your drawdown risk??'
Aren't we getting 5% yields right now? Her chart has us negative 0 this year. Can someone help me understand with inversion rates???
Where's deflation Cathie?
Very informative. Thank you Cathie and ARK team.
There’s no way CDN oil production up 500kbbls. Maybe from 5 years ago. YOY rig counts in fact lower
Lacy Hunt and others argue the deficit spending is actually a negative for without QE it is taking $ out of the private sector where it would have been more rationally deployed. At 130% of GDP debt levels fiscal spending actually has a negative payback.
thank you cathy. other than cryptocurrency, I support most of your points. Excellent economy summary
Housing down 40% ? Where on the moon ?
Maybe having a slide on the screen is much better.
Thanks for those charts... Having visuals help to follow the explanation.
kindly When you export the video again increase the level of sound before you export
Arkg at$24...wow. congratulations your etf is now worth what it was in 2015..... Better luck with the next 10 years.
She has destroyed so much of people’s money and has the audacity to blame the interest rate hikes like a small kid. She has lost all the credibility and will never regain it.
Perhaps lost credibility with traders (gamblers) however with long term investors (patient humans) she’s as good as gold.
Hi, I'm from São Paulo!
Another RUclipsr who is very good at fundamentals and charts went through Fridays numbers and found that about half the good number came from 2nd and 3rd jobs. Another percentage was government jobs that came in (because of the upcoming election?).
The point is numbers can be deceiving but do not lie.
Of course most traders trade the round number and we had a huge rally.
There is no reason the fed should raise with inflation numbers coming down.
Ray Dalio first went bankrupt before he became one of the best inventors of the world. Cathie is good but reallt miscalculated the interestrate impact. Hopefully she is learning what went wrong and improving the models
pretty sure she blew up in the Dot Com crash in the early 2000s. She seems good at blowing up shareholders' money
If you cannot invest & stay for 5 years, then do not invest with ARK.
Understanding this, you can learn & apply the knowledge.
Clearly the rise in long term yields suggests to me that no one is interested in buying U.S.’s debt and also that the Fed, as usual, over-corrected. Well the 10-year gapped up. Not a good sign for stocks in the near term when the yield increases in long term bonds not only suggests that U.S. debt is not wanted but also that now the market is in control, not the Fed. It’s likely to the point that the Fed can be of no use to the U.S. anymore when the annual percentage rate alone on the debt is at 1 trillion dollars. The only way out of this is if the U.S. is resilient enough to withstand higher for longer interest rates, through growth. The U.S. needs to grow its way out of it. I worry that a higher number of retired individuals are going back to work due to not being able to pay their bills and living expenses and that the number of those going back to work out of retirement is going to keep increasing.
For everyone that gives Cathy hate. Educate yourself pay attention ask for help. Do not belittle her. You guys make it harder for people that are interested get help. Some want to wrap our heads around this. The language of finance is confusing on purpose
Hi! Cathi, I love when you explain what's going on. You speak the facts. You're the best 😊 I've been in with you 2020 I'm not going else.
Freddy
Ark in 2017. $34, Ark in 2023. $34. Berkshire Hathaway in 2017. $290, Berkshire Hathaway in 2023. $518. I rest my case.
I super enjoy listening to you Cathy! You are a BadAsss! Thank You!
How to make a small fortune: give a large fortune to Cathie Wood to manage
If ppl dont know it, than the economy was not falling apart.
Thank you. The macro level revolution to EVs and renewable energy is separate from the revolution in AI intelligent cars vs legacy dumb vehicles. Both revolutions are driving disruption across multiple sectors.
I just don't feel good about depending on AI tech to improve our economy. 50:10
The only disconect is Cathie and reality.
Cathie, you’re better off using random stock generator for stock picks and lower your management fees. I’ve lost too much sticking with you.
You need to watch your allocations in your shoot for the moon bets. Best way to do that is to keep 80% in the S&P at all times and allocate your remaining 20% to shoot for the moon bets. You can do part of that in the QQQ and another part of the 20% in single stocks.
The ARK funds are NEGATIVE over the past 5 years. The problems are that their models don't take into account interest rates (unbelievable for these type of funds), their lack of large cap tech stocks (except Tesla) and their self imposed limit of 10% in any one stock to lure institutional investors...all have conspired to severely damage performance. They have literally been selling good performing stocks to invest more in low performing stocks. Would have done much better with an index fund. So while Cathy understands disruptive technology, there is a major disconnect with building a proper portfolio.... and she's been way off in predicting lower interest rates (and continues to be way off).
you forgot to mention one of the most outlying and disruptive events to the stock market in history that ocurred during that period...whether or not you're right, that omission is telling
Spot on
😂 isn’t hindsight so 2020.
The world is full of ups and downs.
But I suppose you have never been down in the markets or crypto because that would make you a hypocrite.
Cathy is still in business doing what she does best. Her outlook on the future of AI, cryptocurrency and electric innovation has been excellent although, I don’t believe electric innovations has hardly peaked yet. Bottom line is, no one can be right all of the time and she doesn’t criticize you like you do her!
The fact that even index funds have outperformed ARK funds over the past 5 years would indicate that ARK has some serious flaws in their portfolio management.
@@michaelkeppler6593 there was a mass flight to safely that involved dumping the more volatile smaller cap growth stocks in favor of the larger cap companies, and most of arks companies aren't that. that was a reaction to a historic and impossible to predict event
I completely disagree with the notion that because USD is going up on Forex exchanges that somehow equates to increased purchasing power for US consumers. Purchasing power has substantially decreased since 2009. The Forex markets are manipulated to benefit importers and/or exporters. If USD is so strong (up 40%), why are consumers paying 50-100% more for goods and services compared to 10 years ago? It doesn’t add up. USD could spike another 40% and 99% of the US population would still be losing purchasing power to inflation. The real disconnect is between the 1% and everyone else.
There is only one cause of inflation. Government deficit spending.
Great info please keep doing it.
I haven't finished this but I hope Cathie admits the future is looking dicey. US birth rate is projected to be 1.75 by 2030. Would this be enough to maintain the GDP growth levels to pay down our debt? If we don't do something, it could be the end of the USA.
You are the best Cathie, thank you for your very logical views. My only remaining concern is that the Fed is attempting to keep us in an extended period of reduced consumption with the intended result of sustainability.
Diesel is very profitable. So, refiners are refining diesel to make money and profit. Gas is the by product. You can't make diesel without making gas even though gas is a current looser at the current price.
Diesel and guess and boss right?
Regional banks could capitulate
Did she say housing is down 40 percent?! She lost her mind
What is Cathy talking about housing has dropped 40% its still all time high and what job loss? She’s literally a female cramer
How can inflation come down if base metals, energy and green transition materials require much more capex to boost production of those raw materials for a growing economy? More likely, we need an energy breakthrough before deflation can occur.
Her argument, as I understand it, would be either debt deflation or a reduction in the money supply or money velocity.
Thanks for the charts. Good idea. I'd also like a chart of Money supply wrt GDP -- not just the rate of change in money supply.
Question: Why do you have to reduce your Tesla shares when Tesla is going up and your other holdings do not keep up? It seems that us holders are then not getting the benefit of Tesl's continued movement upward while everything else is losing ground. It just seems rhat holdings in the other sectors are draging Ark down with them and losing out on all of Tesla's gains over time. I realize the 10% rule but it makes me wonder why you keep Tesla when it seems to be in a different class than everything else Ark owns.
HMMM, excellent question but on the flipside, I believe she's taking profits as she's reducing her holding size but what's more important is what she is doing w/ the funds a.k.a. profits? If she's averaging-down on her losers in order to break-even & minimize risk or buying other 'multi-baggers' then it might be worth it but until we understand what she's doing and why she is doing it then it's difficult to criticize. [P.S. Many successful investors/traders try their best to stick w/ a winning strategy because if you deviate from it then you'll start making the same potentially bad decision of being greedy - what if Tesla crashed? You wouldn't be commenting and since it didn't falter, the investor/trader will be tempted to go "all-in" on the next Tesla of the future...just food for thought...GOOD LUCK!]
I just wanted to tell you, every time I hear someone say, "Cathy Woods" I always remind them in the comments that there's no "S" at the end of your name. 😅
Very very long term....like 100 years, cathie?
My financial guy moved 80% in 5% short term
Treasuries, 20% in defense stocks. She bought twilio. My guy talks simple, bond market is not supposed to trade like a penny stock, war risk, inflation job losses (see Nokia recently 14k layoffs). She says it’s a mess out there but holds risk on stocks? Why? She thinks will grow and thinks this will solve are debt? That’s a lot of thinking/hoping. Think!
No one I trust more than Kathy when it comes to the market.
yikes
Have you made money from buying ARK ETFs?
I guess you lost money and paid management fees for your loss…stupid