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April 9, 2026 — In The Know With Cathie Wood
On the April episode of ITK, ARK CEO/CIO Cathie Wood dives into the unexpected divergence between the Producer Price Index (PPI) and Consumer Price Index (CPI), revealing that while consumer inflation seems to be slowing, producer prices are rising, excluding food and energy. This shift could indicate a significant change in inflation dynamics that investors and policymakers need to watch closely. The discussion delves into the implications of this divergence for future profitability, margins, and inflation control strategies, highlighting the potential impact of supply-side shocks and geopolitical factors.
March 6, 2026 — In The Know With Cathie Wood
On the March episode of ITK, ARK CEO/CIO Cathie Wood explores a productivity-led macro view driven by disruptive technologies like AI and cloud computing, which are expected to enhance long-term productivity and potentially ease inflation. The discussion highlights a transition from a rolling recession to a rolling recovery, with positive signs in housing, capital spending, and manufacturing, alongside a supportive inflation and demand backdrop. Key themes include the impact of AI on enterprise efficiency, geopolitical dynamics, and the strategic role of disruption in shaping the macroeconomic outlook.