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You'll remember last April during tariff turmoil, I was on here saying, "Look, we think this is temporary. What's going on in the market?" Remember, there was a sharp decline and a lot of people were freaked out. Even investors who typically are very calm and and used to volatility. Uh they were shaken last year.Anyone who sold during that moment of drama regretted it for the rest of the year. The market has been up very strongly since this market is climbing a wall of worry. Those are the strongest bull ma ...

I'm Brett Winton from Arc Invest. Welcome to the great acceleration. Here's top three takeaways from the great acceleration piece in big ideas 2026.One, uh this is an an investment cycle in technology that is unprecedented in history. We think this investment cycle will exceed even the buildout of the railroad in the late 1800s. that should yield a transformation in GDP because um the you get the burst of activity in uh a company the underlying investment cycle data centers are driving GDP growth today and ...

Hi, welcome to Arc Invest's Big Ideas 2026 deep dive. I'm Brett Winton, the chief futurist, and I'm going to start right on slide four, which is titled the great acceleration. The um the core thesis both in this section and across the entire deck is that AI is the central dynamo, the spinning wheel of magic that is accelerating you know all the five major innovation platforms that we focus on and igniting a new era of um macroeconomic growth.Um so the five major innovation platforms AI, public blockchains, ...

AI models continue to progress and get cheaper and they're very good at building software. Um, and now that software won't get shipped into and deployed into enterprises by itself, which is why I think there's still a a business model for creating software that enhances knowledge, worker productivity within a business. Uh, but will the companies that do that five years from now be the same as the existing companies.Uh, I don't think so. Um, some will survive and do well, but I think there'll probably be a b ...

Join us as the ARK team takes a deep dive into our Big Ideas 2026 research report. To follow along, make sure to download the full report at https://www.ark-invest.com/big-ideas-2026 Key Sections: 00:00:00 The Great Acceleration 00:16:13 AI Infrastructure 00:27:56 The AI Consumer Operating System 00:38:23 AI Productivity 00:43:18 Bitcoin 00:55:29 Tokenized Assets 01:00:23 Decentralized Finance Applications 01:04:40 Multiomics 01:18:06 Reusable Rockets 01:22:45 Robotics 01:32:54 Distributed Energy 01:37:47 A ...

Inflation wrestled in the 2–3% range for years. Now, it is about 0.7% YOY based on Truflation. Cathie Wood explains why more food price unwinding could push inflation negative in "In The Know." ...

So you can see from this first chart here what our predictions in December of were for really the tech stack as AI was evolving. And you can see here that we saw rapid growth in all three areas of the tech stack. So the infrastructure layer, the platform layer and the application layer.That was true in the four years, five years ended 24 and our expectations for the next five to six years. Now what we also pointed out below is that there were share shifts taking place in terms of incremental growth among th ...

Anyone who sold regretted it. Most of this volatility is algorithmically generated. Algorithms are not doing the research that we're doing because this is the biggest opportunity of our lifetime.Greetings everyone. Uh my name is Kathy Wood, CEO and CIO of Arc Invest. Uh this is employment Friday, sort of.Uh the employment report did not come out uh today. It came out on Wednesday. Uh but nonetheless, Friday seems to be a good time uh to do this video.Uh so as usual, we'll go through fiscal policy, monetary ...

Nick, is SAS dead. >> Questions around growth, multiples collapsing, layoffs everywhere you look, >> but the world is running on all of these companies currently. Do they just get swept out.What happens here. Or are they just going to adapt. >> I don't know.We'll see. Maybe the market is trying to understand if there is a technology problem or maybe we're looking at a business model reset. Maybe both.That's what we're here to discuss and that's why we've got Frank with us today covering SAS at Arc. Frank, t ...