Tech Sell Off, Bubble Comparisons, China | ITK with Cathie Wood



On episode XXIV of “In the Know,” (January 7, 2022) ARK CEO/CIO, Cathie Wood, weighs in on the tech sell off, innovation stocks, …

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39 Comments

  1. Algorithms got it wrong… doesn't that reflect on the programmer? It is a good way to shift blame, though. Exactly like committees in Congress. No one's responsible.

  2. My investment in ARK is down 46%. I was tempted to say screw it and get out.
    I don't know of another fund that takes the time to post a video explaining their reasoning.
    After watching this I think I'll hold.

  3. Huge inventories of new vehicles waiting for chips is a real issue. Drive around Flint Michigan and you’ll see random lots filled with thousands of idle new trucks…

  4. ArkG investor. my question is do you have an analyst that really understands what is going on with the fund's holdings. Or is this just a roll of the dice and the hope that a couple of them stick.

  5. You watch videos of your favorite rapper apologizing for mistreating his ex

    I watch Cathy apologizing for mistreating 18 year olds on Robinhood

    We are not the same

  6. Great info but extremely bias and not blaming the right people for the rise in inflation, THE FED. Driving rates down, drives up asset prices aka HOUSING which she didn’t mention once. That is the bubble. Yes cars are a close second but the housing market is 1st. Zillow over paid on houses so ridiculously and aggressively, comps went up, values went up and for no real reason. But rates were low so everyone borrowed and waaay overpaid. Zillow couldn’t sell the houses the bought and rehabbed and overpriced on the market. Then they had to take billions in losses and sell millions of homes for way under what they paid. And guess who gets to buy those houses for way less at an insanely crazy price reduction? Hedges and Private firms aka Banks and the BlackRock and Vanguard and Berkshire Hathaway. So they make money full circle, face no consequences for printing money like it’s Monopoly money which it is now, and all of these rises in rates on the way are going drive values of those assets down and anyone with an adjustable rate is going to be screwed and everyone who overpaid for those houses by $150-$250k over their actual value will be the ones who lose. And guess who wins? Banks when they default and have REOs and the inflation disaster of the 70’s is identical to what is happening now. IDENTICAL.

  7. I think a lot of the companies that ARK has invested in will be proven to be good companies in time and Cathie has ben incredibly unlucky in that the tech selloff has been particularly brutal on all of her stocks. The big question is when will the rotation back to Growth from Value happen? It may well be too late for ARK as the redemptions will be huge. Strangely the 2 biggest items I have a problem with in her funds are Tesla (massively overvalued) and Bitcoin … which are her 2 biggest flag bearers.

  8. KATHY your amazing and I really appreciate you taking the time to share your knowledge on the market. Since I started following you I've started looking for disruptive companies in the market as well and I believe OCGN is going to turn the vaccine that were all currently getting on it's head I'd love to hear your thoughts on this… thanks in advance ☺

  9. -50% in last 52 weeks while S&P is near all time highs. I don't understand the upbeat tone in the comments. Inflation is here and so bringeth higher rates. Techs with zero profits and high cash burn are kaput. Basic stuff.

  10. Cathie Wood's most-popular disruption and growth-focused ARK Innovation ETF (ARKK) lost more than 20% in 2021, witnessing the worst annual performance since its inception in 2014 (according to a Bloomberg article).

  11. Cathie you are so great thank you for doing this it is wonderful that you take your valuable time to do this! I love you out look and thought process you are the best!

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