Following Bitcoin's Lead? | ITK with Cathie Wood

On episode L of "In the Know," (December 8, 2023) ARK CEO/CIO, Cathie Wood, weighs in on inflation, M2, why we believe the Fed is getting ready to pivot, and bitcoin. This month we’re also 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
00:00:47 Cathie Intro
00:03:54 Fiscal Policy
00:04:00 US Federal Budget Deficit or Surplus as a Percent of Nominal GDP
00:05:22 Monetary Policy
00:05:25 Money Supply (M2) Growth Percent Change Year-over-Year
00:06:36 Velocity of Money - M2 Money Supply
00:10:22 Yield Curve - 10 Year Treasury Yield Minus 2 Year
00:13:47 Federal Funds Rate & Implied Futures Rates
00:14:19 Economic Indicators
00:14:27 Real GDP Growth Estimates for Q4 2023
00:15:15 Consumer Sentiment Index - University of Michigan
00:15:42 Expected Inflation Rates - University of Michigan
00:17:51 Temporary Help Employment vs. Total Employment
00:18:27 Purchasing Managers Index - Manufacturing & Services Activity
00:19:17 New Home Prices, Median Price, Year-Over-Year Percent Change
00:20:47 US Auto Sales - SAAR
00:21:54 China PPI
00:24:55 Market Signals
00:25:00 Bloomberg Commodity Index
00:26:38 Crude Oil Futures
00:29:07 USD Index (DXY)
00:30:47 Metals/ Gold Ratio vs. US 10 Year Treasury
00:32:09 Gold to Oil Ratio - Historical Chart
00:33:23 Performance YTD Returns - Bitcoin Comparison

Bitcoin Monthly: https://ark-invest.com/crypto-reports...
Bitcoin Brainstorm: https://ark-invest.com/podcast/fundin...

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