On episode LXXII of "In The Know" (October 3, 2025), ARK CEO/CIO Cathie Wood delves into the current economic landscape amidst a government shutdown, highlighting the surprising resilience of the stock market. She discusses significant employment revisions, the Federal Reserve's interest rate cuts, and the impact of tariffs on inflation. Cathie also explores the potential for a productivity-driven economic boom, the challenges in the housing market, and the evolving role of technology and innovation in shap ...

Welcome to the brainstorm episode 103. It only took us 103 episodes. This one were all in theory in 4K. So audio might be terrible, but high high quality visuals. Today we're talking Open AI and what some people have been comparing to a circular economy. Uh and then some big breakthroughs at the ARC Institute, not ARK, ARC. Uh Brett, there's a meme going around showing OpenAI giving money to Oracle, giving money to Nvidia, giving money back to Open AI. Can you uh fill everyone in? Why is why is that going a ...

Welcome to the 102nd episode of the brainstorm. It was a pretty eventful week. Nick rocking Gen One meta Ray-B bands, the collector over there. We'll start there and then we'll leave it up for debate as to what to tackle next. But things that are coming to my mind, we had Nvidia on the inference chip side. Interesting. But the Nvidia Intel probably worth discussing. Uh what else did we have? We had uh Gro for fast changing the shape of the AI curve. At least that was the tweet I saw going around. Dive into ...

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[Music] Welcome to FYI, the 4-year innovation podcast. This show offers an intellectual discussion on technologically enabled disruption because investing in innovation starts with understanding it. To learn more, visit ark-invest.com. [Music] Ark Invest is a registered investment adviser focused on investing in disruptive innovation. This podcast is forformational purposes only and should not be relied upon as a basis for investment decisions. It does not constitute either explicitly or implicitly any prov ...

Fiscal Policy & Economic Growth - The analysis suggests tariffs are running at an annual rate between $400 billion and $500 billion, potentially improving the deficit, but real GDP growth is considered the key to significantly reducing the deficit as a percentage of GDP [1] - The report anticipates real GDP growth will surprise on the high side of expectations later in the year and into 2026, driven by innovation platforms like robotics, energy storage, AI, multiomic sequencing, and blockchain technology, all catalyzed by AI [1] - The analysis highlights deregulation, particularly in crypto, AI, and nuclear energy, as a significant factor for economic growth, with tax changes encouraging manufacturing and innovation through accelerated depreciation schedules and full expensing of equipment, R&D, and software [1] Inflation & Monetary Policy - The report indicates that while inflation may seem stuck in the 2% to 3% range, innovation-driven productivity gains could lead to deflation in the coming years [2] - The analysis points out that M2 money supply growth has significantly dropped compared to the COVID boom, and the velocity of money is declining, potentially diffusing inflationary pressures [2] - The yield curve, measured by the two-year Treasury yield relative to the three-month Treasury yield, indicates tight monetary policy, which is expected to have disinflationary or deflationary effects [3] - True inflation CPI is reported at 19%, even with tariffs factored in, and consumer inflation expectations are expected to decline [3] Market Indicators & Investment Strategy - The analysis notes that manufacturing has been contracting for the last three years, and services are not in great shape, signaling potential economic concerns [4] - The report highlights that AI-powered capital spending is increasing, supported by new tax rules, while the trade deficit is being addressed [5] - The analysis observes that pending home sales are deteriorating, and new home inventory is high, potentially leading to price cuts and impacting the CPI [5] - The report suggests that the return on investment in the US is expected to increase due to innovation, tax laws, and deregulation, potentially strengthening the dollar [5] - The analysis notes that corporate profits are healthy, but quality of earnings and harnessing new technologies will be crucial for future growth [5] - The report observes that commodity prices are going nowhere, and gold is breaking out to all-time highs relative to metals, possibly signaling deflationary concerns [5]

Can vision only robo taxi compete with lidar. Uh, and we would actually claim that we think vision only is the solution. Uh, Elon actually just tweeted out recently talking about this.It's like one of the issues if you're not doing vision only is what do you do when the sensors disagree with each other. If lidar or radar says one thing but vision says something else. And so his assertion is actually that using all of these different sensors can lead to a less safe system.Uh furthermore, vision only should b ...

Hello everyone. My name is Nicholas Grus. I'm a director of research here at ARC, covering consumer internet and fintech. Daytoday here, we're covering the entire internet from a consumer lens.Um, looking at all of these innovative companies you are probably very familiar with and we're looking at where they are today and where they're headed in the future. I was originally drawn to ARC because of this open research ecosystem that they've pioneered and that I've been so grateful to be a part of for the last ...

Company Strategy & Vision - Robinhood operates at the intersection of capitalism and democracy, aiming to be relevant in that space [1] - The company's vision aligns with American ideals, which have been questioned in recent years [2] AI & Market Access - AI models currently have a centralizing effect, benefiting larger companies [2] - Much of the gains from AI are accruing to wealthier insiders, not retail investors [3] - There's a risk that AI could exclude many people if not managed appropriately [3] - Robinhood is focused on providing private markets access to ensure technology is available to more people [3]

Welcome to the brainstorm episode 99. We're there and we're tackling subjects that Nick is an expert on. Not just an expert, an a not no not an addict, an avid fan.We're talking about >> really throwing me under the bus early on here. >> No, no, no. We're talking about Robin Hood and Khi partnering up.Um, you know, we talk about Poly Market a lot on here. less so Khi. So maybe you want to give Kalshi's background and what the announcement was.>> Yeah. So Khi is one of the main US players in the prediction m ...