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A 30-Year Pattern Reversed: Inflation & AI Outlook | ITK With Cathie Wood
In this month's "In The Know," ARK Invest CEO/CIO Cathie Wood lays out a framework where we believe inflation surprises lower (not higher), the dollar rallies (not crashes), the rolling recession ends, AI drives structural deflation the bond market is only starting to price, and a 30+ year base in US capital spending just broke to the upside.
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.
Big Ideas 2026: Our Key Takeaways
Join us as the ARK team takes a deep dive into our Big Ideas 2026 research report.
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February 13, 2026 — In The Know With Cathie Wood
On the February episode of ITK, ARK CEO/CIO Cathie Wood explains why recent market volatility may be driven more by algorithmic selling than fundamentals and why she believes AI represents the biggest opportunity of our lifetime. She discusses the shift from one-size-fits-all software-as-a-service (SaaS) to agentic AI platforms, how accelerating productivity could challenge conventional inflation assumptions, and why Bitcoin’s long-term supply dynamics remain intact.
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Cathie Wood On Bitcoin Volatility And SaaSpocalypse Fears
In this special video, ARK Invest CEO/CIO Cathie Wood addresses the recent volatility shaking global markets and the narratives driving investor anxiety. From growing fears of an AI bubble and accelerating “SaaSpocalypse” reshaping traditional software models, to renewed questions around Bitcoin volatility and concerns about a broader stock market crash, Cathie breaks down what’s signal versus noise. Our regular "In The Know" video will return next week alongside the jobs report.