#CathieWood #inflation #ArkInvest
Dr. Arthur B. Laffer, Founder and Chairman, Laffer Associates and Cathie Wood CEO of Ark Invest, discuss inflation and supply issues during an ECNY webinar.
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Significant inventory overhang will only happen if demand drops considerably from where we are now. If that’s the case, really bad news for the stock market
Which is why there will be a transition into commodities
@Slim what? Lol
@tolikfox007 throughout history commodities have been used as a hedge against inflation. With inflation commodities will go up in price along with the stock price. Combine that with a supply deficit due to covid you got a big money making type deal
I think demand is going to continue to drop because eventually all this free money is going to run out not a lot of people are employed right now and I think people are playing survival mode instead of consumer mode so I would expect an inventory hang pretty soon
It’s Called planned hoard corporate greed really… can’t stack containers and just hide the ships over the horizon…
Meanwhile the build back better plan wants to build them free new ports on the taxpayers dime again while they raked in record profits instead of manufacturing here… wonder why people are fed up…
My experience and knowledge are limited, but “the markets are contradicting each other” makes sense to me. Right now it feels as though we are all hanging out on surfboards in crosscurrents.
Personally I don’t see demand dropping significantly unless the bottom falls out and nobody has any money. Yikes! But then just wait til that next wave –
Not too long ago woods said we were heading towards a period of deflation, delusional
Did you even watch the video? She is still calling for deflation here. Misleading title by Yahoo.
Yes, she is still betting on deflation… She thinks Machine Learning, AI and robots will cause deflation. LOL.
Maybe one day… but not now with insane levels of money supply in circulation and problems in energy and delivery sectors.
She is reasoning in a very ad hoc, assorted way. Technological innovation causes deflation all else being equal, but all else is not equal. People have seen a big build-up of their money balances and they are now spending them.
Ehh…ahhh…uhmmmm……deflation…ehhh……ahhh…uhmmm. Cathie is so full of it.
Why does she always start with something to the effect of her realizing she was wrong? Seems to be a trend.
What’s a good book to read to understand what she is talking
Just wikipedia “Buzzwords”
Check 4th industrial revolution… but as someone who works in IT I can tell you we are still far away from fully deploying those technologies.
Get passed COVID and inflation, ARK is going run like crazy.
Get passed rate hikes, ARK will be under fire like crazy
Lots of pain ahead before ARK might fly again
Everything involving disruptive tech is down. If only ARK was down, I’d be very concerned about her strategy
Why does that matter?
I have no clue what she said, but at the rate at which the world approaching total insanity, I have a feeling she will be the richest person in the world and will receive a Nobel prize award within a few years.
U dont know what she said coz u hv no clue how the macro economy works
you aren’t supposed to understand it – she is talking techno babble to make you think she oh I can’t understand her so she must be smart. It’s complete BS.
LoL
*US economy is going down & you better run from that country*
Switzerland has suicide pods, might go there ….🤣 An option….
@MA2 seen them Europe is going hitler path
Deflation, now with these numbers. Not likely. Also, I heard a lot of this crap about how tech will just keep going up and up – then of course we had the Dot Com bust. We are now starting to see volatility take hold – maybe. Buckle up.
Oh too bad. Just admit you were wrong
I don’t think she wanted to give away the farm and say politics would influence her own wealth to the positive next year. and I for one am banking on it.
Manchin said NO. Does your thesis still hold?
Back to the Long Term Story, that machine learning and automation will destroy the workforce’s ability to obtain work while dramatically decreasing production costs and dramatically increased supply, this is a Long Term massive Deflationary spiral. The workforce and pricing blips of the next few years due to covid are like speedbumps on a downward-facing rollercoaster cliff. Once it takes near-zero effort to train a robot to build anything, including new robots to build other new robots, then product costs drop to near-zero as well, while workforce rises to near-infinite unemployment.
where’s the renewed calls for Universal Basic Income?
In a long run those technologies will have deflationary, but not now.
Automation and ML has nothing to do with what follows in 2022 and that is insane inflation.
@Tintino Z that is not what she said. she said supply chain limitations are creating OVER-ORDERING which will result in EXCESS inventory next year and then subsequent DISCOUNTING to liquidate the excess inventory, which is the opposite of “insane inflation”.
We have had automation for a long time already. Automation and robots require technicians to maintain and program them. They do not do that for themselves.
Go Aunt Cathie!!!!!
*The best thing to do now is investing in different streams of income in other not to depend on the government for funds and avoid all the chitchat about the inflation bla bla bla*
@Ruyan Khalif You can easily reach Mr Tyler over Whats”pp Messenger. I’ll leave his number just below this comment
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@Harper Ruby Thank you for this. I Will definitely reach out to him. Thanks again 😊😊
Been reading through the comments and when he mentioned Mr Tyler McKenzie I know he was right! he has been my Investment manager for long and I’m happy with his services.
Inflation is not a result of supply chain bottlenecks. Supply chain bottlenecks are a result of inflation which then fuels further inflation. If all demand was met the next couple of months, inflation would still be a lingering issue.
Disruptive innovation 🤔🙄 ..More like we are turning into Mad Max in the future. 🤨
The tech sector is rolling over. Get ready for the reallocation to real assets….
But how does that make sense as she invested money as if deflation was coming ? Well she missed that one by miles then .
she’s going to get toast!
Even a stopped clock is right twice a day. Lot of people follow big names blindly. DYOR.
If she buys stocks that go up she’s branded a lucky momentum investor. If she buys stocks that fall she’s accused of catching a falling knife and doesn’t know what she’s doing. The girl can’t win with the haters
Yup. These morons in the comments would rather hold cash in the bank that loses value every year rather than buy good long term plays like cathie is.
You’ll see what a brilliant investor she is when rates go up causing a collapse in the corporate bond market. This will cause her highly leveraged debt-laden tech companies to default.
She has been wrong a lot, get a clue and learn something.
@General Yan You serious? A lot of her companies have zero or near-zero debt.
@Retrovirus name one
In simple words: “I don’t really know what’s going to happen, but let me throw some logical spiral into you, and I may be right, because I was wrong in 2008 and now I know”
@Jinghui Niu Are you talking to me?
@Jinghui Niu Selling low doesn’t make you a winner.
Cathie wood has the best returns out of any fund(in all of the world) and you’re talking trash? IMAGINE being you. Retired at 27 thanks to her advice..would you like to trash talk me next? 🤗
@Casey Dub I think we can all deduce Mr. Gress is clueless.
@Casey Dub buying lottery tickets and winning. Not impressive. Try accomplishing something.
We knew it wasnt transitory at the beginning of the year. Democrats suck!!!
She flip flops all the time. 4 moths ago she said we were going be in a “deflationary” mode
Watch the whole ark invest meeting from Tuesday. She said deflationary
@Deal Man I was referring to a few months ago when she said inflation was transitory now she changed her tune
Disruptive innovation is deflationary. You’d understand that if you had more than a few brain cells to rub together 👁👄👁
@Casey Dub 🧠🧠
She doesn’t realize AI and robotics cost tons of money and are actually inflationary
@Chris Choir He’s probably talking about software “bots” in Azure/AWS for business process automation not the bots made by companies like Fanuc.
@vncstudio not sure what he is referring to since he makes no sense
The costs of robotics are now dependent on the type and industries. If it’s in knowledge worker category, the most recent statistics show that we have a 56.8% DECREASE in deployment and training. Maintenance costs are negligible and mostly over the air. However, Chris is right in pointing out that in some industries, e.g. oilfield, there is still a long way before we hit the s-curve. This debate is meaningless if we take out the context.
@Chris Choir This clown is someone who read an article headline and now thinks they are an expert. Cathie Wood has better find returns than ANYONE in the country. Nice attempt at trash talk. I’m retired at 27 from her advice…would you like to trash talk me next? Lol peasant brains.
@Casey Dub “someone who read” lol
Inflation is raging, that I have been aware of for over a year (since ‘Stimulus’). Now that most others have finally caught on, here’s my observations: 1) Restaurants, Hotels, Rental Cars have dramatically raised prices and people are paying it without too much complaining (this is for hotels and restaurants that we commonly use). 2) Cars and Housing have dramatically increased in price and people are still buying cars and houses. 3) I have my own engineering consulting business and I raised my rates 37.9% this year and haven’t lost one existing client and haven’t had any problem getting new clients. Inflation will stop when people stop paying the higher prices but it doesn’t look like it’s going to stop any time soon. I am retirement age and, even at the higher rate, feel like retiring. Several of my competitors just flat out retired and aren’t taking on any new work so I get the call to take up the slack. Age is part of it but inflation is also a big part of it since even at my higher rate doesn’t get me any more purchasing power.
Over a year? What have you been smoking? Lemme guess, a CBD investor!
They will eventually stop paying it when they can’t afford it which is around the corner.
I’m seeing a very different landscape. Prices are now distorting behavior. In 12 months, retail will be smoked, commercial real estate smoked, and savings will be vastly eroded for 90% of Americans.
Technology is deflationary. Money printing will always beat technology in the currency valuation impact game. At least over the next 10 years. This is a Great Reset. Inflation is going to get much worse.
@Phillip Leech actual inflation started when the first stimulus checks of hundreds of billions started to be mailed. Now that the US has printed around $5-6 trillion it hasn’t taken full affect, yet.
I saw inflation as well when stimulus checks were being given without an actual recession. Only the stock market went down.
Now that the middle class is in actual recession cause of inflation the government still wants to print more in trillions of dollars being printed.
@JUDASFINKELSTEIN if what your saying is true. Stock markets will be at the same pace as inflation, which will cancel out any gains , real estate will probably beat inflation at the very least keep up with it… these are the two greatest investments of most Americans.
What reset are you saying? Cause the upper middle class will keep up or beat it. The lower working class will always suffer with inflation.
I see a wage inflation coming. Where minimum wages will go to $15 for most of the country within the next 4-5 years and $15-25 range will go up accordingly as well.
All of this will still make the upper middle class richer with real estate and stocks keeping pace just like the late 70s and early to mid 1980s
This was from her monthly ARK shareholders meeting this week
A joke! Please stop with this person…always being interviewed for no apparent reason! Yikes! Overexposure!!!!👎👎👎👎
Bidenflation
They should start raising sooner and not as fast, and they shouldn’t go higher than ~2%.
Trouble is raising rates 2% when inflation is 6+% still results in a negative real rate and won’t do anything except collapse the corporate bond market and cause a recession.
Sht about to hit the fan environment…
Not inflation, not deflation, but stagflation. Economic growth will slow, and until the labor shortages and supply chain disruptions stabilize, we will continue to see price inflation. Therefore, stagflation.
You clearly have no idea how inflation works. The fed is printing money off at a higher rate than ever before, directly devaluating currency. All the other things you mentioned slightly add to it but the biggest is the feds intentional devaluation.
It’s not transitory, and the liberal team at Yahoo and Yahoo Finance did everything they could to get you here.
Hold them accountable.
Supply chain bottlenecks are keeping prices up! 😐
One piece to it. The fed printing money is the bigger piece.
Please how much is ark down now
She’s got her spiel, and she’s sticken to it. Time will tell! 😐
Biden administration keeps printing money as if there is no tomorrow, even my dog knows that it is not transitory.
I wouldn’t invest 10 cents with this lady. A ” woke karen”
She was one of the only ones agreeing that Powell was correct an things were transitory, now she’s finally caught up in here thinking of stagflation. Congrats old mighty one.
interest rates should be -5% inflation is good for economy
Wasn’t she the one that denied inflation?
Yes
Boomers hit the job market in the 70s. Housing exploded in the 80s and 90s Now they own everything and are retiring worldwide. Once the boomer die off begins it’s all coming down.
I don’t agree business is double or triple ordering, my durable medical equipment business is facing unprecedented supply chain issues, but we are being very careful we are not over-ordering, we actually quite enjoying the pricing power we have, I spoke to the largest Porsche dealer in the US, and they are telling me the same.
I think all the media doesn’t talk about is the feedback loop this is creating, because my supplier raises prices, I have to react by raising prices and so on and so on in a circle. I actually think the price increase is accelerating, what get’s me is the price increase is not 5-10 percent from my suppliers, but a one-time 25 to 100 percent, but if the supplier were to raise prices again, then all hell will break loose.
One hit one year wonder, her five year time horizon is a get out of jail card, the performance is now dire. She got inflation wrong, oil prices wrong and also a lot of her funds are full of utter dross.
Are these supply chain issues a mere excuse being used by businesses that are underperforming? Or simply businesses experiencing low demand?
These supply chain issues should be easing.
Good question, i reckon it is low demand. I feel low car production around the world is due to low demand rather than a prolonged chip shortage.
Ok… Cathie was in deflationary camp last week, it’s totally different conversation this week. We don’t even know what to believe any longer
She spent half the time explaining the deflationary factors in the future.
She has no idea. The system is sooo complex there isn’t a person on the planet who does. Listen to Jeff Snider on euro dollar market- message is that no one knows the money supply or velocity.
@daniel bertges dont listen to this clown
Yeah I feel the people around her should say to her to lay off the tv interviews for a few months. Whatever shine she does still have it is eroding unfortunately.
Too little babies being born this feminism movement is going to f&!? Up the economy too! Haha
If even this idiot thinks inflation is a problem we’re headed for the Weimar Republic’s fate
Mistocar.sateti.totii.satul.de.voj.
That’s not what said not long ago, isn’t it?
Moores Law………..When companies upgrade their products and charge you moore. LMAO
She’s absolutely correct about inflation
Is Cathie Wood living on the real world? Inflation in UK is reported to be now 7.1% and rising .Johnston is doing everything possible to push it higher. The threat that this panzer division of inflation is to the economy the Bank of England hope to stop with a child holding a water pistol. It raised interest rates by 0.15%. If deflation is a problem ,where is it? Wake up world this is a far bigger danger than covid. Inflation will destroy trust in money and wreak the economy.
No one on this planet could have predicted Demented Joe could shipwreck a nation this bad, in less than one year. His accomplishments exceeds ALL expectations. PS– economist are lying about these numbers. Inflation is the worst I’ve ever seen, and I can remember Ike, as president.
Lots of big words to support a dubious, unclear economic argument.
Her deflationary forecast based on future tech advancements reminds me a lot about how people in the 1980s thought we’d have flying cars by now.
Sure, it will be deflation for sure after the biggest bubble of all pop, but then your Arks will be sinking faster than the Titanic to the bottom of the ocean! Look at your Ark etf portfolios! Talk about financial engineering! OM_G! 😂😂😂
Secular deflation because technology is going to go to the moon. Yea… good luck with that hypothesis.
My house burnt down yesterday. I rang the fire department, but they told me it was transitory.
She should explain her horrible fund performance
Inflation has already peaked. Next is deflation that will prompt central bank reactions that will end up causing hyperinflation.
MORE waffle by our Disruptor who is being disrupted
The fact that Fed has explicitly stated inflation is NOT TRANSITORY, while she maintains that view and exposes ARRK holders to capital destruction ‘SHOULD’ LEAD TO LEGAL CHARGES OF GREVIOUS INTENTIONAL CAPITAL LOSS, a gross negligence of her fiduciary responsibility.
She keeps talking all that nonsense and we’ll have deflation. Soros’ theory of reflexivity? Lol
You must spend a fortune on advertising
I’m in the Market for food not robots!
here she is again. while there is little inflation on basic goods, higher end products to luxury continue to inflate. technology improves prices at the consumer product level but the savings goes to inflating more expensive things like cars, real estate. i have little hope for this changing except the online economy or metaverse or work/study from home. if this scenario becomes more prevalent, there would be less need for private transportation and buying homes in the city though this would inflate the prices of digital products.
Good interview, they actually let her speak without interruption.
It’s good they let her speak because then we could see how much of a hack she really is she’s a terrible investment strategist she’s just awful
Evergrow Coin
Bottom line, when people get beyond Christmas and the supply chain issues, people will slow down buying considerably, then fairly significant deflation. Add to what she said, definitely. But the saving grace may be the massive momentum of manufacturing moving back to North America.
Sorry moving back the manufacturing will never happen. At least for many. But I like the idea. Just not realistic.
This woman is delusional
In other words she wants the fed to continue extremely easy monetary policy to continue juicing her stock picks.
How do you arrive at that conclusion? She said the markets are trying to find their footing. Then she gave her thoughts on where they might go.
She is definitely a hack don’t trust her
@Crazy Train Your statement and mine are not mutually exclusive. Everything CW is suggesting inevitably ends at her wanting the fed to keep expanding money supply and keeping interest rates at 0% which is the only reason she did so well during 2020. She is a leach off the fed and encouraging the financial conditions that are widening wealth inequality by juicing ASSET prices as they have since 2008.
I read many comments here. They are not understanding what Cathie Woods is saying. Her point is that inflection point from inflation to deflation may be around the corner. She is claiming inflation will end sooner or not too late.
yeah, seems like most ppl just commented after reading the titile… without actually listening to what she says
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I could listen to Cathy Wood all day!
she has been dead wrong just like powell, burrys is rights since 2020
She’s so confusing, will inflation grind higher, or will we have deflation?
Who will watch your moronathons after the market declines 80%?
Jeez, that camera quality is insulting to watch, matches the performance of her funds
Who gave this woman money and a microphone?!? The 08-09 massive QE did unleash inflation…in financial asset and real estate prices. This woman’s fund is going to impoverish her investors when the rise in interest rates causes her fund’s over-leveraged tech companies’ short term corp. bonds to default.
so a below average stock picker think she’s an economist, go figure. Good money if you can get it
She has been predicting deflation. And getting her investors into big losses.
Buy the dips!
The same person who was sure about btc hitting 500k by end of year
Me? I am investing in food banks and sidewalks for future tent cities. Seems to be growth sectors to me.
We all know that inflation, job loses, and mistrust in the system in going to catch up. She is a bullshit artist.
Sold my stocks and bought AVAX and SOLANA
Inflation is the most racist off all taxes. It hardly affects the affluent, but is devastating to those living day to day. Too bad the election was stolen. You are all getting what you deserve.
Lmao she is a 🤡, wasn’t she arguing with Elon musk that inflation was going to go down in Jan
Cathie and Michael Saylor are posteboy and girl of this everything bubble era and mania.. everybody looks like genius in bull market
One day she blames the inflation, a week later she claims that inflation would be tamed. There is a reason my Grand Father taught me only to trust good-looking people.
Markets more sensitive to bad news, now that buffer from Fed has gone.” Fine interview & synopsis. Appreciated.
People are TOTALLY buying NOW trying to get ahead of price hikes…. so looks like a big YES on inflation on the way.