Big Ideas 2024

On this week's edition of FYI we are featuring the February 2, 2024 edition of In The Know. On this edition, ARK CEO and CIO Cathie Wood is joined by ARK Chief Futurist, Brett Winton. Together, they discuss technological convergence, artificial intelligence, and give a sneak peak into this year's Big Ideas Report, which you can download here: https://ark-invest.com/big-ideas-2024

This month we’re again responding to a few requests by supplementing this episode with charts and data to help illustrate ARK’s perspective on and outlook for the global economy.

As always, Cathie 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.

Key Points From This Episode

• Converging Technologies Are Generating A Historic Technological Wave
• AI Serves As The Central Technology Catalyst 
• AI Is Accelerating Faster Than Forecasters Anticipated
• Discontinuous Changes In Macroeconomic Growth Are The Norm, Thanks To Technology
• Technological Innovation Could Be Disruptive Enough To Dominate Global Equity Market Capitalizations
• The Cost Of Authoring The Written Word Has Collapsed
• Monetary Policy
• M2 Money Supply vs. CPI: Year-over-Year
• Federal Funds Rate vs. YoY Headline CPI
• Real Federal Funds Target Rate
• Yield Curve 10 Year Treasury Yield Minus 2 Year
• New Tenant Rent Index
• WCI Composite Container Freight Benchmark Rate
• Global Supply Chain Pressure Index (GSCPI)
• Bloomberg Commodity Index
• Metals/Gold Ratio vs. US 10 Year Treasury
• Bitcoin To Gold Ratio (Log)
• Investment Grade and High Yield Index Credit Default Swaps