The AI Revolution | ITK with Cathie Wood feat. Frank Downing & Will Summerlin

On episode 44 of “In the Know,” (June 2, 2023) ARK CEO/CIO, Cathie Wood, is joined by ARK Director of Research: Next Generation Internet, Frank Downing, and ARK Venture Co-Lead and Analyst, Will Summerlin. Together they discuss all things artificial intelligence. Cathie also weighs in on money growth, the risks of deflation vs. inflation, and why we believe innovation will be perceived as a flight to safety.

As always, she 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
00:00:45 – Artificial Intelligence feat. Frank Downing & Will Summerlin
00:26:30 – Fiscal Policy
00:27:47 – Monetary Policy
00:39:39 – Economic Indicators
00:42:31 – Market Signals

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Disclosure: 4

30 gedachten over “The AI Revolution | ITK with Cathie Wood feat. Frank Downing & Will Summerlin”

  1. Thank you Kathie and Ark team for this most valuable information.

  2. I’m down 40-50% on my ARK funds. I believe her strategy works best in the early economic cycle ( as do all growth equities). If C is correct regarding a “ harder” landing that would be a time to rebuild the ARK funds. I own all but the space fund. My favs are the genomic and flag funds. I then like the automation and fintech funds next. I have also used her research to invest in some individual companies found in her funds.

    Good luck

  3. Software developers using copilot are 4X more productive? Give me a break. It can add small productivity gains in certain scenarios when writing generic blocks of code, but more often than not it cannot predict with any level of accuracy what code I am writing ahead of time. You don't sound like you've written a line of code in your life.

  4. Thank you for sharing your analysis Cathie. It helps me understand markets and your firm’s investment theses better.

  5. Great point about the software companies that come on the back of the hardware companies and always end up outperforming them. Just got to figure out which stocks to pick up and drop NVIDIA for. Luckily I think there's going to be a good bit of time before that valuation shift happens to figure it out.

  6. Please give us more numbers instead of willy-nilly adjectives yes. Use CAGR!

  7. You (besides Dave Lee, James Douma, Sandy Munro) changed my life with your „democratization of financial and technical knowledge“ based on your insights – I‘m so thankful 😊 Thank you Cathy and please keep going 👍🌻

  8. Thanks Cathy. These video sessions are really informative and eye-opening. Please keep up the good work!

  9. so glad that cathy just made a brilliant investment decision by purchasing TSM stock, TSM has been ramping up its 5nm and 3 nm leading edge chips, which will help its customer like ADM / Nvidia to capture the majority of the AI chip market share.

  10. Both AMD / Nvidia rely on TSM for AI chips, so TSM will be the real beneficiary

  11. Cathie, watching your presentation on AI and the summation of the markets was just magnificent. Thank you and please keep them coming.

  12. I was hoping to hear a discussion of which stocks are good buys and which are losers. Instead it's primarily a discussion of what the Federal Reserve Board and Congress did to manipulate the economy.

  13. Hi Cathie, whats the reason for ARK Investments recent sell off of tesla shares?

  14. I love Cathie as a person and her perspective….however, my $120,000 investments into ARK funds is worth about $45,000. PAINFUL.

  15. It be great you could list the companies to invest in and help out the boys 😀

  16. I didn’t know A.I. had a central nervous system (i.e, a brain and spinal cord)….

  17. So Cathie is trying brag that one Ark funds barely beat the Nasdaq 100 YTD. However, she conveniently does not mention the underperformance off Ark all funds on any long term time frame vs Nasdaq 100 OR SPY. Shameless. Cherry picks a 6 months period.

  18. AI is just a hype at the moment, Nvidea will have its day, but it won't last in my opinion.

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