ITK with Cathie Wood | How ARK Values Companies

On episode LVII of "In the Know," (July 12, 2024) ARK CEO/CIO, Cathie Wood is joined by ARK Director of Investment Analysis & Institutional Strategies Tasha Keeney and ARK Director of Research, Autonomous Technology & Robotics Sam Korus, to discuss how ARK scores companies and makes its investment decisions. Cathie also weighs in on the treasury yield, metals/gold ratio, market concentration and more.

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.

0:00:00 Intro
0:03:10 ARK’s Scoring System
0:34:35 Fiscal and Monetary Policy
0:40:00 US 10-Year Treasury Yield
0:45:12 Metals/Gold Ratio vs US 10 Year Treasury
0:46:24 Bloomberg Commodity Index
0:47:10 Yield Curve - 10 Year Treasury Yield Minus 2 Year
0:50:51 US Domestic Corporate Business, After Tax Profit Margin (with CCAdj, IVA)
0:52:11 US Personal Saving Rate Percent of Disposable Personal Income
0:53:16 Market Cap of Largest Stock Relative To The 75th Percentile Stock
0:58:42 R1000V vs. R1000G Year Over Year Excess Return
1:00:48 Apple Average EV/Sales
1:02:55 Outro


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