Booming Jobs Report, Plummeting Market: What's Going On? | ITK With Cathie Wood
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In this month's "In The Know," ARK Invest CEO and CIO Cathie Wood makes the case that the economy is entering boom territory. Her framework: productivity (not the Phillips curve) is driving this cycle, inflation breaks to the downside and could go negative this year, new Federal Reserve Chair Kevin Warsh cuts rates into strength, the dollar turns up as the death spiral narrative unwinds, and the AI infrastructure boom pushes capital spending through a 30-year ceiling.